← 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
401	SIC Schwartz Investment Counsel Plymouth, Michigan	$23.9M	-$2.37M	4	1.85%	Reduced
402	Natixis Advisors Boston, Massachusetts	$23.8M	-$3.05M	8	0.41%	Reduced
403	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.7M	+$167K	8	0.52%	Increased
404	GC GW Capital Bellevue, Washington	$23.6M	-$2.14M	1	1.54%	Reduced
405	Capital International Sarl Los Angeles, California	$23.6M	-$118K	3	2.11%	Reduced
406	Creative Planning Overland Park, Kansas	$23.5M	+$505K	19	0.21%	Increased
407	UM Ulysses Management New York	$23.3M	+$1.48M	1	2.49%	Increased
408	WCP Waterfront Capital Partners New York	$23.2M	-$23.3M	1	3.32%	Reduced
409	Sarasin & Partners London, United Kingdom	$23.2M	+$898K	2	0.42%	Increased
410	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.1M	+$359K	1	3.01%	Increased
411	LSCM Light Street Capital Management Palo Alto, California	$22.9M	-$11.4M	1	3.42%	Reduced
412	London Company of Virginia Richmond, Virginia	$22.6M	+$24.7M	1	0.21%	New
413	Palisade Capital Management Fort Lee, New Jersey	$22.6M	-$33.5K	1	0.66%	Reduced
414	CIM Corbyn Investment Management Lutherville, Maryland	$22.5M	-$1.24M	2	5.76%	Reduced
415	TAM Tiverton Asset Management Wilimington, Delaware	$22.1M	+$6.45M	2	0.49%	Increased
416	Private Management Group Irvine, California	$21.9M	+$4.99M	2	1.42%	Increased
417	Janney Montgomery Scott Philadelphia, Pennsylvania	$21.9M	+$13M	8	0.62%	Increased
418	OMC Overbrook Management Corp New York	$21.8M	+$18.3K	1	3.36%	Increased
419	DIA Denver Investment Advisors Denver, Colorado	$21.6M	-$2.48M	2	0.94%	Reduced
420	TC Towle & Co Denver, Colorado	$21.4M	+$38.1K	1	4.89%	Increased
421	State of Alaska Department of Revenue Juneau, Alaska	$21.2M	+$2.51M	5	4.63%	Increased
422	MAA Matrix Asset Advisors White Plains, New York	$21.2M	+$426K	1	3.03%	Increased
423	Cincinnati Insurance Fairfield, Ohio	$21.1M	+$972K	1	0.81%	Increased
424	QS Investors New York	$21M	+$764K	9	0.22%	Increased
425	IRF IBM Retirement Fund Armonk, New York	$21M	-$737K	7	0.44%	Reduced