← 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	AHC Adell Harriman & Carpenter Houston, Texas	$33.5M	+$1.8M	5	3.53%	Increased
552	IFM Investors Melbourne, Australia	$33M	+$5.48M	6	0.68%	Increased
553	Smith Salley Wealth Management Greensboro, North Carolina	$33M	-$543K	4	2.67%	Reduced
554	EULAV Asset Management Sarasota, Florida	$32.8M	+$3.13K	3	0.87%	Increased
555	Cullen Capital Management New York	$32.8M	+$1.15M	1	0.32%	Increased
556	Gateway Investment Advisers Cincinnati, Ohio	$32.7M	-$95.6K	5	0.34%	Reduced
557	ACM Argent Capital Management St Louis, Missouri	$32.4M	-$65K	1	1.01%	Reduced
558	SAM Shell Asset Management The Hague, Netherlands	$32.2M	+$579K	14	0.62%	Increased
559	Fort Washington Investment Advisors Cincinnati, Ohio	$31.9M	-$2.57M	8	0.28%	Reduced
560	TIAA FSB Jacksonville, Florida	$31.8M	+$11.7M	5	0.11%	Increased
561	RiverFront Investment Group Richmond, Virginia	$31.6M	+$277K	1	0.64%	Increased
562	MTC McDaniel Terry & Co Austin, Texas	$31.2M	-$4.57K	1	3.6%	Reduced
563	Cannell & Spears New York	$31.2M	+$848K	6	2.24%	Increased
564	Boston Trust Walden Boston, Massachusetts	$31.1M	+$18.2M	3	0.28%	Increased
565	BM Bridger Management New York	$31M	$0	1	2.89%	Maintained
566	Crossmark Global Holdings Houston, Texas	$30.8M	-$935K	17	0.72%	Reduced
567	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$30.7M	+$179K	14	0.75%	Increased
568	PFC Phocas Financial Corp Alameda, California	$30.6M	-$1.09M	7	3.86%	Reduced
569	HA HHLR Advisors Grand Cayman, Cayman Islands	$30.6M	-$214M	1	0.32%	Reduced
570	DFO Duquesne Family Office New York	$30.6M	-$19.6M	1	0.76%	Reduced
571	WCM Investment Management Laguna Beach, California	$30.6M	+$2.06M	2	0.08%	Increased
572	Rokos Capital Management (UK) London, United Kingdom	$30.5M	-$178M	1	0.61%	Reduced
573	MNBTD Moody National Bank Trust Division Galveston, Texas	$30.4M	-$109K	4	0.62%	Reduced
574	Aristotle Atlantic Partners Sarasota, Florida	$30.2M	+$236K	2	1.99%	Increased
575	Oppenheimer & Co New York	$30.2M	+$92.6K	12	0.54%	Increased