AI 所需電力

AI 電力涵蓋正透過合約供電給新資料中心新增用電需求的發電機、渦輪機、變壓器及獨立發電業者。如今，限制產能成長的關鍵因素是電力供應，而非晶片。

22檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1001	Westerkirk Capital Victoria,	US$861萬	-US$265萬	1	0.83%	減碼
1002	Ballentine Partners Waltham, Massachusetts	US$857萬	+US$28萬	6	0.1%	增持
1003	PWS Peterson Wealth Services South Ogden, Utah	US$855萬	+US$44.5萬	3	1.86%	增持
1004	Levin Capital Strategies New York	US$855萬	+US$125萬	2	0.57%	增持
1005	Harbour Investments Madison, Wisconsin	US$853萬	+US$20.7萬	9	0.11%	增持
1006	CCAM Codex Capital Asset Management Dallas, Texas	US$848萬	-US$4.03萬	1	2.94%	減碼
1007	Diversify Advisory Services Sandy, Utah	US$846萬	+US$885萬	6	0.14%	增持
1008	Diversify Wealth Management Sandy, Utah	US$846萬	+US$98.5萬	6	0.14%	增持
1009	ArrowMark Colorado Holdings Denver, Colorado	US$843萬	+US$282萬	1	0.35%	增持
1010	GC Wealth Management RIA Cambridge, Massachusetts	US$841萬	-US$51.4萬	2	0.48%	減碼
1011	EIA Eastover Investment Advisors Charlotte, North Carolina	US$839萬	+US$10.2萬	1	3.31%	增持
1012	SFE Investment Counsel Los Angeles, California	US$835萬	-US$16.9萬	1	1.13%	減碼
1013	Atalanta Sosnoff Capital New York	US$833萬	-US$196萬	1	0.15%	減碼
1014	Delta Global Management New York	US$832萬	+US$348萬	1	0.9%	增持
1015	KCM Investment Advisors Greenbrae, California	US$832萬	+US$23.8萬	3	0.25%	增持
1016	Conestoga Capital Advisors Wayne, Pennsylvania	US$832萬	+US$680萬	1	0.18%	新
1017	TC TownSquare Capital Provo, Utah	US$830萬	-US$177萬	3	1.53%	減碼
1018	Aware Super Sydney, Australia	US$829萬	-US$1359萬	1	0.12%	減碼
1019	JGCM Joseph Group Capital Management Columbus, Ohio	US$829萬	+US$7.63萬	2	1.74%	增持
1020	Convergence Investment Partners Palm Beach Gardens, Florida	US$828萬	-US$262萬	1	0.78%	減碼
1021	ISB Iowa State Bank Urbandale, Iowa	US$826萬	+US$3.91萬	1	1.38%	增持
1022	Altshuler Shaham Tel Aviv, Israel	US$824萬	+US$248萬	4	0.09%	增持
1023	Beacon Financial Group Dallas, Texas	US$817萬	-US$30.9萬	1	0.74%	減碼
1024	Pallas Capital Advisors Braintree, Massachusetts	US$817萬	+US$3.37萬	5	0.25%	增持
1025	American Capital Management New York	US$815萬	-US$63.5萬	1	0.37%	減碼