← 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	Harris Associates Chicago, Illinois	$23.7M	-$3.3M	1	0.04%	Reduced
502	ACM Arlington Capital Management Arlington Heights, Illinois	$23.6M	+$7.61M	1	13.12%	Increased
503	Nissay Asset Management Tokyo, Japan	$23.5M	-$396K	9	0.6%	Reduced
504	WCP Waterfront Capital Partners New York	$23.2M	-$10.9M	1	3.81%	Reduced
505	ACM Argent Capital Management St Louis, Missouri	$23.1M	-$3.35M	2	0.88%	Reduced
506	Cullen/Frost Bankers San Antonio, Texas	$23.1M	+$240K	6	0.71%	Increased
507	UBV United Bank (Virginia) Vienna, Virginia	$23M	+$11.7M	2	3.85%	Increased
508	Anchor Capital Advisors Boston, Massachusetts	$22.8M	+$2.46M	3	0.83%	Increased
509	NPIC Neumeier Poma Investment Counsel Carmel, California	$22.8M	-$26M	1	1.88%	Reduced
510	Ceredex Value Advisors Orlando, Florida	$22.6M	-$32.5M	1	0.28%	Reduced
511	PineBridge Investments New York	$22.6M	+$6.29M	12	0.37%	Increased
512	MAA Matrix Asset Advisors White Plains, New York	$22.6M	-$1.62M	1	4.01%	Reduced
513	ELI Empire Life Investments Toronto, Ontario, Canada	$22.5M	+$379K	1	1.82%	Increased
514	ACM Atlanta Capital Management Atlanta, Georgia	$22.5M	-$6.7M	1	0.1%	Reduced
515	ING Group Amsterdam, Netherlands	$22.4M	+$13.4M	7	0.39%	Increased
516	Personal Capital Advisors Redwood City, California	$22.4M	-$64.8K	2	0.23%	Reduced
517	HIM HughesLittle Investment Management Vancouver,	$22.3M	$0	1	8.5%	Maintained
518	Kovitz Investment Group Partners Chicago, Illinois	$22.1M	-$707K	3	0.7%	Reduced
519	Oppenheimer & Co New York	$22.1M	+$1.17M	14	0.6%	Increased
520	Candriam SCA Strassen, Luxembourg, Luxembourg	$22M	-$1.91M	7	0.27%	Reduced
521	MTC McDaniel Terry & Co Austin, Texas	$21.9M	+$114K	1	3.64%	Increased
522	Alphinity Investment Management Sydney, Australia	$21.9M	+$20.8M	1	2.72%	New
523	TP Toronado Partners San Francisco, California	$21.8M	-$513K	1	9.58%	Reduced
524	GGHC Gilder Gagnon Howe & Co New York	$21.7M	-$1.78M	2	0.22%	Reduced
525	Robeco Schweiz Zurich, Switzerland	$21.6M	-$17.8M	1	0.92%	Reduced