← All themes

Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	Nisa Investment Advisors St. Louis, Missouri	$35.8M	+$486K	14	0.46%	Increased
352	QIM Quantitative Investment Management Charlottesville, Virginia	$35.8M	+$26.8M	9	1.18%	Increased
353	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$35.7M	-$3.99M	12	0.45%	Reduced
354	Mitsubishi UFJ Asset Management Tokyo, Japan	$35.5M	+$2.02M	8	0.88%	Increased
355	State of Alaska Department of Revenue Juneau, Alaska	$35.4M	+$1.99M	6	3.71%	Increased
356	Janney Montgomery Scott Philadelphia, Pennsylvania	$35.3M	+$27.6M	10	0.62%	Increased
357	NIMC NWQ Investment Management Company Los Angeles, California	$34.9M	+$30.5M	3	0.51%	Increased
358	CC Crosslink Capital Menlo Park, California	$34.8M	+$5.24M	2	6.28%	Increased
359	Rothschild & Co Asset Management US Stamford, Connecticut	$34.7M	-$1.01M	1	0.59%	Reduced
360	SIM Sadoff Investment Management Milwaukee, Wisconsin	$34.3M	+$101K	1	3.79%	Increased
361	LHC Lodge Hill Capital New York	$34.2M	+$33.3M	1	4.18%	New
362	WM WS Management Jacksonville, Florida	$34.1M	-$37.4M	2	1.3%	Reduced
363	NRC North Run Capital Boston, Massachusetts	$33.9M	-$6.55M	1	5.33%	Reduced
364	Creative Planning Overland Park, Kansas	$33.8M	+$416K	23	0.22%	Increased
365	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$33.8M	+$1.42M	8	0.68%	Increased
366	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.7M	-$1.07M	1	1.52%	Reduced
367	AWCI Alpine Woods Capital Investors Purchase, New York	$33M	+$7.08M	5	1.82%	Increased
368	SIC Schwartz Investment Counsel Plymouth, Michigan	$32.8M	-$1.98M	4	2.33%	Reduced
369	Livforsakringsbolaget Skandia Stockholm, Sweden	$32.7M	-$1.17M	7	1.6%	Reduced
370	Prudential plc London, England, United Kingdom	$32.5M	+$31.3M	2	0.12%	Increased
371	AAM Ardevora Asset Management London, United Kingdom	$32.5M	+$29.8M	1	1.2%	New
372	PIA Piedmont Investment Advisors Durham, North Carolina	$32.5M	-$3.99M	6	0.7%	Reduced
373	Rockefeller Financial Services New York	$32M	-$189K	4	0.67%	Reduced
374	HighTower Advisors Chicago, Illinois	$31.9M	-$182K	11	0.37%	Reduced
375	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$31.8M	-$5.87M	1	0.67%	Reduced