← 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	ExxonMobil Investment Management Irving, Texas	$28.9M	-$641K	6	0.64%	Reduced
402	Utah Retirement Systems Salt Lake City, Utah	$28.8M	+$1.44M	8	0.69%	Increased
403	CCM Cobalt Capital Management Short Hills, New Jersey	$28.7M	+$18.7M	1	4.66%	Increased
404	SIC Schwartz Investment Counsel Plymouth, Michigan	$28.4M	-$7.56M	4	1.86%	Reduced
405	Clark Capital Management Group Philadelphia, Pennsylvania	$28.4M	+$9.29M	3	1.26%	Increased
406	Bridgeway Capital Management Houston, Texas	$28.3M	-$26.5M	4	0.34%	Reduced
407	Andra AP-fonden Goteborg, Sweden	$28.3M	+$2.58M	9	0.66%	Increased
408	CRCP Copper Rock Capital Partners Boston, Massachusetts	$28.2M	+$544K	1	1.78%	Increased
409	ORIO Old Republic International (ORI) Chicago, Illinois	$28M	$0	1	0.97%	Maintained
410	Emerald Advisers Leola, Pennsylvania	$27.9M	-$2.16M	2	1.14%	Reduced
411	PFC Phocas Financial Corp Alameda, California	$27.8M	-$2.66M	4	1.25%	Reduced
412	Dana Investment Advisors Waukesha, Wisconsin	$27.7M	-$8.14M	4	1.29%	Reduced
413	Commerce Bank Kansas City, Missouri	$27.7M	+$887K	4	0.39%	Increased
414	Obermeyer Wealth Partners Aspen, Colorado	$27.5M	+$1.03M	2	2.53%	Increased
415	Gotham Asset Management New York	$27M	-$6.11M	7	0.34%	Reduced
416	London Company of Virginia Richmond, Virginia	$27M	-$176K	1	0.18%	Reduced
417	AHL Partners London, United Kingdom	$27M	-$2.68M	7	0.6%	Reduced
418	RCM Riverpark Capital Management New York	$26.9M	+$22.5M	1	3.77%	Increased
419	RHJA Rice Hall James & Associates San Diego, California	$26.7M	-$731K	4	1.3%	Reduced
420	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26.5M	+$3.71M	9	0.24%	Increased
421	CIBC Private Wealth Group Atlanta, Georgia	$26M	-$764K	5	0.16%	Reduced
422	Jacobs Levy Equity Management Florham Park, New Jersey	$25.9M	+$13.5M	6	0.52%	Increased
423	ACM Atlanta Capital Management Atlanta, Georgia	$25.9M	-$2.38M	1	0.16%	Reduced
424	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$25.8M	+$1.54M	2	3.35%	Increased
425	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$25.6M	-$910	6	0.3%	Reduced