← 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
376	Mutual of America Capital Management New York	$101M	+$2.12M	17	1.16%	Increased
377	Congress Wealth Management Boston, Massachusetts	$99.8M	-$1.41M	17	1.2%	Reduced
378	Holocene Advisors New York	$99.2M	+$85.8M	8	0.29%	Increased
379	Groupe la Francaise Paris, France	$98.4M	+$61.3M	7	2.08%	Increased
380	SA Situational Awareness San Francisco, California	$98.2M	+$76.9M	3	9.77%	Increased
381	Horizon Kinetics Asset Management New York	$98.1M	-$11.5M	6	1.11%	Reduced
382	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$97.5M	+$1.73M	29	0.99%	Increased
383	Regions Financial Corp Birmingham, Alabama	$96.4M	-$1.48M	11	0.72%	Reduced
384	Border to Coast Pensions Partnership Leeds, United Kingdom	$96.3M	+$1.93M	2	1.97%	Increased
385	Capital Fund Management (CFM) Paris, France	$95.6M	-$59M	10	0.28%	Reduced
386	BRIM Broad Run Investment Management Arlington, Virginia	$95.6M	-$3.95M	2	15.95%	Reduced
387	Czech National Bank Prague, Czech Republic	$94.8M	+$6.07M	7	0.87%	Increased
388	Vontobel Holding Zurich, Switzerland	$94.4M	+$281K	18	0.34%	Increased
389	Trexquant Investment Stamford, Connecticut	$93.5M	+$47.5M	13	1.09%	Increased
390	DF Dent & Co Baltimore, Maryland	$93.4M	+$2.59M	3	1.25%	Increased
391	ZP Zimmer Partners New York	$93.2M	+$49.7M	7	1.76%	Increased
392	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$93M	-$12.3M	6	9.05%	Reduced
393	Quantinno Capital Management New York	$92.3M	+$34.6M	25	0.6%	Increased
394	Danica Pension Livsforsikrings Copenhagen V,	$92.1M	+$22.8M	1	1.82%	Increased
395	Pinnacle Associates New York	$91.7M	+$4.53M	13	1.34%	Increased
396	Andra AP-fonden Goteborg, Sweden	$91M	+$25.2M	10	1.49%	Increased
397	Varma Mutual Pension Insurance Co Helsinki, Finland	$91M	-$12.2M	7	0.78%	Reduced
398	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$90.9M	-$14.9M	26	0.07%	Reduced
399	Huntington National Bank Columbus, Ohio	$90.8M	+$7.6M	27	0.66%	Increased
400	FCI Financial Counselors Inc Overland Park, Kansas	$90.7M	+$6.44M	5	1.38%	Increased