← 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	Crossmark Global Holdings Houston, Texas	$50.8M	-$1.23M	15	1.05%	Reduced
502	Carnegie Investment Counsel Pepper Pike, Ohio	$50.7M	+$1.38M	4	1.74%	Increased
503	Vaughan David Investments Peoria, Illinois	$50.7M	-$330K	1	1.39%	Reduced
504	Private Management Group Irvine, California	$50.5M	-$618K	2	1.93%	Reduced
505	AE Wealth Management Topeka, Kansas	$49.6M	+$4.22M	16	0.25%	Increased
506	LBP AM Paris, France	$49.5M	-$4.84M	4	1.09%	Reduced
507	Cartenna Capital Stamford, Connecticut	$49.4M	+$45.2M	1	3.04%	New
508	Meitav Investment House Bene-Beraq, Israel	$49.1M	-$2.57M	3	0.72%	Reduced
509	Group One Trading Chicago, Illinois	$48.9M	+$14.5M	20	0.13%	Increased
510	BGC Blue Grotto Capital Atlanta, Georgia	$48.6M	+$470K	2	10.65%	Increased
511	Jupiter Asset Management London, United Kingdom	$48.2M	+$17.8M	4	0.48%	Increased
512	FG Foresight Group London, United Kingdom	$48.1M	+$45.4M	4	17.32%	New
513	United Capital Financial Advisors Irving, Texas	$48.1M	-$25M	10	0.4%	Reduced
514	LI Leeward Investments Boston, Massachusetts	$48M	-$6M	3	2.25%	Reduced
515	OFI Invest Asset Management Paris, France	$47.4M	+$12.8M	3	1.6%	Increased
516	Junto Capital Management New York	$46.4M	+$4.86M	1	1.04%	Increased
517	NewEdge Advisors New Orleans, Louisiana	$46.3M	+$5.29M	26	0.44%	Increased
518	1WCM 12 West Capital Management New York	$46.1M	-$123K	1	4.1%	Reduced
519	Stonegate Investment Group Birmingham, Alabama	$46M	+$721K	3	1.52%	Increased
520	Kennedy Capital Management St Louis, Missouri	$45.5M	-$9.47M	6	0.99%	Reduced
521	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$45.3M	+$13.6M	5	0.84%	Increased
522	South Dakota Investment Council Sioux Falls, South Dakota	$45.1M	+$3.91M	6	0.96%	Increased
523	CP Cumberland Partners Toronto, Ontario, Canada	$45M	+$1.2M	3	4.12%	Increased
524	JSC J. Stern & Co London, United Kingdom	$44.7M	+$40.1M	1	8.14%	New
525	LGT Group Foundation Vaduz, Liechtenstein	$44.5M	+$1.03M	5	0.98%	Increased