← 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
526	Achmea Investment Management Zeist, Netherlands	$16.2M	+$15.8M	6	0.76%	New
527	DAC Dividend Assets Capital Ridgeland, South Carolina	$16.1M	+$70K	1	0.59%	Increased
528	EBIM Eagle Boston Investment Management Boston, Massachusetts	$16M	-$1.22M	2	1.8%	Reduced
529	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$16M	+$2.39M	2	1.85%	Increased
530	AACA American Assets Capital Advisers San Diego, California	$16M	-$727K	3	9.13%	Reduced
531	HL Financial Services Louisville, Kentucky	$15.9M	+$2.17M	3	0.33%	Increased
532	B BP London, United Kingdom	$15.7M	-$2.92M	6	0.6%	Reduced
533	Fort Washington Investment Advisors Cincinnati, Ohio	$15.7M	+$1.17M	7	0.25%	Increased
534	FCI Financial Counselors Inc Overland Park, Kansas	$15.6M	+$2.35M	2	0.8%	Increased
535	PFM Parsec Financial Management Asheville, North Carolina	$15.6M	-$317K	1	1.3%	Reduced
536	TAM Tiverton Asset Management Wilimington, Delaware	$15.6M	+$3.32M	4	0.8%	Increased
537	CIBC World Markets New York	$15.5M	+$4.7M	6	0.13%	Increased
538	Adams Diversified Equity Fund Baltimore, Maryland	$15.5M	+$532K	4	0.89%	Increased
539	JIR James Investment Research Alpha, Ohio	$15.4M	-$535K	2	0.43%	Reduced
540	Copeland Capital Management Conshohocken, Pennsylvania	$15.3M	-$3.52M	2	1.07%	Reduced
541	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$15.2M	+$3.4M	1	3.45%	Increased
542	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.2M	-$373K	1	1.77%	Reduced
543	FIM Frontier Investment Management Dallas, Texas	$15M	+$443K	4	1.46%	Increased
544	CIM Corbyn Investment Management Lutherville, Maryland	$14.8M	-$219K	2	4.43%	Reduced
545	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$14.8M	+$14.6M	1	1.05%	New
546	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$14.7M	+$162K	6	0.5%	Increased
547	Conning Inc Hartford, Connecticut	$14.6M	+$4.52M	9	0.54%	Increased
548	Weiss Multi-Strategy Advisers New York	$14.6M	+$9.42M	3	0.58%	Increased
549	VanEck Associates New York	$14.5M	+$155K	3	0.06%	Increased
550	SGAM Smith Group Asset Management Dallas, Texas	$14.4M	-$415K	5	0.42%	Reduced