← 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
576	AF Ally Financial Detroit, Michigan	$11M	-$143K	2	1.17%	Reduced
577	BOK Financial Tulsa, Oklahoma	$11M	-$1.89M	5	0.37%	Reduced
578	BFS Baskin Financial Services Toronto, Ontario, Canada	$10.9M	+$421K	1	4.43%	Increased
579	BRCA Birch Run Capital Advisors Dallas, Texas	$10.9M	$0	1	2.4%	Maintained
580	GCM Grisanti Capital Management New York	$10.9M	-$909K	1	4.7%	Reduced
581	D.A. Davidson & Co Great Falls, Montana	$10.9M	+$1.98M	12	0.41%	Increased
582	FMT First Mercantile Trust Cordova, Tennessee	$10.8M	-$541K	11	0.85%	Reduced
583	BLM Bennett Lawrence Management New York	$10.8M	+$570K	1	1.66%	Increased
584	Employees Provident Fund Board Shah Alam, Malaysia	$10.7M	+$11.2M	1	0.32%	New
585	ACM Archon Capital Management Seattle, Washington	$10.7M	+$10M	1	3.98%	New
586	CC Clearline Capital New York	$10.7M	+$9.94M	2	3.41%	New
587	Fisher Asset Management Camas, Washington	$10.7M	-$277K	2	0.02%	Reduced
588	TA Teton Advisors Rye, New York	$10.7M	+$1.73M	4	0.75%	Increased
589	BB&T Securities Richmond, Virginia	$10.7M	-$282K	5	0.29%	Reduced
590	NC Northpointe Capital Bloomfield Hills, Michigan	$10.6M	+$2.72M	1	0.94%	Increased
591	F&C Asset Management Edinburgh, Scotland, United Kingdom	$10.6M	+$687K	7	0.13%	Increased
592	SCM SkyTop Capital Management Rutherford, New Jersey	$10.6M	+$7.92M	1	5.09%	Increased
593	SLCM Seven Locks Capital Management New York	$10.5M	+$9.54M	1	2.99%	New
594	RR Robotti Robert	$10.4M	-$540K	1	4.19%	Reduced
595	Snyder Capital Management San Francisco, California	$10.4M	-$1.66M	1	0.51%	Reduced
596	CCM Century Capital Management Boston, Massachusetts	$10.4M	+$1.73M	1	0.42%	Increased
597	MPM Meritage Portfolio Management Overland Park, Kansas	$10.4M	-$4.98M	3	1.28%	Reduced
598	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.3M	-$1.07M	6	0.36%	Reduced
599	HL Financial Services Louisville, Kentucky	$10.2M	-$88.9K	2	0.31%	Reduced
600	PRCM Pine River Capital Management Minnetonka, Minnesota	$10.2M	+$4.63M	4	0.12%	Increased