← 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
476	Huntington National Bank Columbus, Ohio	$17.6M	+$2.18M	4	0.35%	Increased
477	TU TDAM USA Toronto, Ontario, Canada	$17.6M	-$262K	1	0.74%	Reduced
478	AWCI Alpine Woods Capital Investors Purchase, New York	$17.5M	+$22.3K	4	0.45%	Increased
479	People's United Financial Bridgeport, Connecticut	$17.5M	+$1.4M	3	0.93%	Increased
480	SC Skylands Capital Milwaukee, Wisconsin	$17.3M	+$6.91M	5	1.69%	Increased
481	Donaldson Capital Management Evansville, Indiana	$17.2M	+$1.11M	1	2.75%	Increased
482	IAM Impax Asset Management Portsmouth, New Hampshire	$17.1M	-$3.71K	1	1.08%	Reduced
483	DM Delphi Management Brookline, Massachusetts	$17.1M	-$6.76M	2	2.49%	Reduced
484	Trillium Asset Management Boston, Massachusetts	$17.1M	+$839K	2	1.46%	Increased
485	WesBanco Bank Wheeling, West Virginia	$17M	-$103K	5	0.95%	Reduced
486	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.8M	-$3.09M	5	0.69%	Reduced
487	Utah Retirement Systems Salt Lake City, Utah	$16.8M	-$464K	6	0.48%	Reduced
488	Perpetual Ltd Sydney, New South Wales, Australia	$16.8M	+$1.32M	3	1.48%	Increased
489	EverPoint Asset Management Stamford, Connecticut	$16.8M	+$16.4M	4	0.35%	New
490	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$16.7M	+$10.7M	5	1.6%	Increased
491	CCM Cupps Capital Management Chicago, Illinois	$16.7M	-$7.11M	1	1.35%	Reduced
492	BB&T Securities Richmond, Virginia	$16.6M	+$3.34M	6	0.4%	Increased
493	Fort Washington Investment Advisors Cincinnati, Ohio	$16.6M	+$499K	4	0.32%	Increased
494	GS Gagnon Securities New York	$16.5M	-$233K	1	5.35%	Reduced
495	Obermeyer Wealth Partners Aspen, Colorado	$16.5M	-$260K	1	4.02%	Reduced
496	MTC McDaniel Terry & Co Austin, Texas	$16.5M	+$201K	1	3.93%	Increased
497	Jacobs Levy Equity Management Florham Park, New Jersey	$16.5M	+$978K	4	0.27%	Increased
498	WAM World Asset Management Detroit, Michigan	$16.4M	-$351K	11	0.5%	Reduced
499	APCM Arbiter Partners Capital Management New York	$16.2M	$0	1	1.6%	Maintained
500	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$16.2M	-$48.2K	1	0.85%	Reduced