← 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
551	Dai-ichi Life Insurance Company Tokyo, Japan	$15.9M	-$3.67M	8	0.35%	Reduced
552	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.9M	-$58.8K	1	1.82%	Reduced
553	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.8M	-$41.1K	5	0.55%	Reduced
554	SOAMC Spirit of America Management Corp Syosset, New York	$15.8M	+$524K	5	1.7%	Increased
555	CI Global Investments Oakland, California	$15.6M	+$15.3M	1	0.3%	New
556	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$15.5M	-$2.41M	6	0.15%	Reduced
557	FIM Frontier Investment Management Dallas, Texas	$15.4M	+$6.7K	4	1.45%	Increased
558	PFM Parsec Financial Management Asheville, North Carolina	$15.3M	-$205K	1	1.22%	Reduced
559	Capital International Sarl Los Angeles, California	$15.3M	+$1.65M	3	1.32%	Increased
560	CIM Corbyn Investment Management Lutherville, Maryland	$15.3M	-$161K	2	4.77%	Reduced
561	Bahl & Gaynor Cincinnati, Ohio	$15.2M	+$843K	3	0.17%	Increased
562	Achmea Investment Management Zeist, Netherlands	$15M	-$1.87M	7	0.9%	Reduced
563	ACB Aristotle Capital Boston Boston, Massachusetts	$15M	+$2.19M	2	1.68%	Increased
564	HAM Honeycomb Asset Management New York	$15M	+$14.8M	1	3.32%	New
565	Huntington National Bank Columbus, Ohio	$15M	+$402K	11	0.26%	Increased
566	Aristotle Capital Management Los Angeles, California	$14.8M	+$2.04M	2	0.12%	Increased
567	GAI General American Investors New York	$14.7M	$0	1	1.49%	Maintained
568	VanEck Associates New York	$14.7M	-$712K	3	0.08%	Reduced
569	RIM Rainier Investment Management Seattle, Washington	$14.6M	-$11.4M	3	2.91%	Reduced
570	AC AFAM Capital Austin, Texas	$14.6M	+$43.7K	2	1.87%	Increased
571	2L 22NW LP Seattle, Washington	$14.6M	$0	1	8.27%	Maintained
572	Nippon Life Global Investors Americas New York	$14.6M	+$4.65M	2	1.25%	Increased
573	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.6M	-$273K	1	1.67%	Reduced
574	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.5M	+$196K	13	0.71%	Increased
575	KMC Kirr Marbach & Co Columbus, Indiana	$14.4M	-$114K	2	3.21%	Reduced