← 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	TAM THB Asset Management Norwalk, Connecticut	$12.5M	+$215K	2	0.83%	Increased
577	SRCM Swift Run Capital Management Charlottesville, Virginia	$12.5M	+$11M	1	5.95%	New
578	Dragoneer Investment Group San Francisco, California	$12.5M	+$11.9M	1	5.65%	New
579	Dana Investment Advisors Waukesha, Wisconsin	$12.4M	+$9.88M	1	0.5%	Increased
580	DILH Dai-ichi Life Holdings Tokyo, Japan	$12.4M	-$192K	7	0.36%	Reduced
581	JC Joho Capital New York	$12.4M	-$6.73M	1	2.37%	Reduced
582	WSA Wall Street Associates Lajolla, California	$12.4M	-$990K	4	1.19%	Reduced
583	Livforsakringsbolaget Skandia Stockholm, Sweden	$12.2M	-$2.57M	7	0.57%	Reduced
584	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.2M	-$1.75K	10	0.56%	Reduced
585	SCM Symons Capital Management Pittsburgh, Pennsylvania	$12.1M	+$51.8K	1	2.88%	Increased
586	Fisher Asset Management Camas, Washington	$12.1M	-$712K	3	0.03%	Reduced
587	LCM LG Capital Management Owings Mills, Maryland	$12.1M	+$3.63M	1	3.6%	Increased
588	LPL Financial San Diego, California	$12.1M	+$1.02M	12	0.07%	Increased
589	JAM Jacobs Asset Management New York	$12M	+$248K	1	2.67%	Increased
590	KMC Kirr Marbach & Co Columbus, Indiana	$12M	-$97.8K	1	2.22%	Reduced
591	ESBC E.S. Barr & Co Lexington, Kentucky	$11.9M	-$62.4K	1	1.36%	Reduced
592	United Capital Financial Advisors Irving, Texas	$11.9M	+$1.57M	8	0.18%	Increased
593	HSS Harrison Street Securities Chicago, Illinois	$11.8M	-$261K	2	4.46%	Reduced
594	Nordea Investment Management Stockholm, Sweden	$11.7M	-$2.94M	4	0.04%	Reduced
595	AC Avenir Corporation Alexandria, Virginia	$11.7M	+$4.21M	1	0.89%	Increased
596	SRCM Sterling Ridge Capital Management New York	$11.7M	+$10.2M	1	4.62%	New
597	Associated Banc-Corp Green Bay, Wisconsin	$11.7M	+$248K	1	0.74%	Increased
598	IMOV Investment Management of Virginia Richmond, Virginia	$11.6M	-$2.58M	1	2.42%	Reduced
599	FMT First Mercantile Trust Cordova, Tennessee	$11.6M	+$1.14M	10	0.96%	Increased
600	CCM Cupps Capital Management Chicago, Illinois	$11.5M	-$6.09M	2	1.03%	Reduced