← 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
501	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.8M	+$3.08M	8	0.39%	Increased
502	F.L. Putnam Investment Management Lynnfield, Massachusetts	$14.8M	+$162K	1	1.79%	Increased
503	Bradley Foster & Sargent Hartford, Connecticut	$14.8M	+$4.1M	5	0.79%	Increased
504	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.8M	+$100K	1	3.15%	Increased
505	AWCI Alpine Woods Capital Investors Purchase, New York	$14.7M	-$8.88M	4	0.84%	Reduced
506	CC Coastland Capital Palo Alto, California	$14.7M	+$7.84M	1	1.02%	Increased
507	Trillium Asset Management Boston, Massachusetts	$14.6M	-$881K	2	1.44%	Reduced
508	Meyer Handelman Company Rye Brook, New York	$14.5M	-$71.1K	2	0.7%	Reduced
509	KCA KR Capital Advisors New York	$14.4M	-$959K	1	2.25%	Reduced
510	HighTower Advisors Chicago, Illinois	$14.3M	+$2.53M	7	0.29%	Increased
511	GS Gagnon Securities New York	$14.2M	+$8.13M	1	4.28%	Increased
512	HT HAP Trading New York	$14.2M	-$179K	3	0.44%	Reduced
513	HBWM Hollow Brook Wealth Management Katonah, New York	$14.2M	+$100K	1	4.65%	Increased
514	Thompson Siegel & Walmsley Richmond, Virginia	$14.2M	+$10.8M	3	0.33%	Increased
515	State of Alaska Department of Revenue Juneau, Alaska	$14.1M	+$1.11M	3	3.25%	Increased
516	ALPS Advisors Denver, Colorado	$14.1M	+$9.55M	5	0.14%	Increased
517	SCM Suffolk Capital Management New York	$14.1M	-$3.76M	2	1.76%	Reduced
518	Hancock Whitney Gulfport, Mississippi	$14.1M	-$185K	2	0.58%	Reduced
519	GIM Greystone Investment Management Cincinnati, Ohio	$13.9M	+$29.2K	2	5.55%	Increased
520	Carson Wealth (CWM LLC) Omaha, Nebraska	$13.9M	+$4.55M	4	2.17%	Increased
521	CC Curian Capital Denver, Colorado	$13.8M	+$995K	4	0.24%	Increased
522	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$13.7M	+$12.1M	3	1.54%	Increased
523	Huntington National Bank Columbus, Ohio	$13.7M	+$1.57M	9	0.36%	Increased
524	BSPF British Steel Pension Fund London, United Kingdom	$13.5M	-$169K	2	1.32%	Reduced
525	WRIP White River Investment Partners San Francisco, California	$13.5M	+$13.3M	2	14.59%	New