← 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	Hancock Whitney Gulfport, Mississippi	$9.95M	+$9.78M	1	0.42%	New
577	Livforsakringsbolaget Skandia Stockholm, Sweden	$9.95M	$0	7	0.52%	Maintained
578	NAM Nichols Asset Management Sudbury, Massachusetts	$9.92M	-$834K	1	2.22%	Reduced
579	BB&T Securities Richmond, Virginia	$9.88M	-$852K	5	0.22%	Reduced
580	Westwood Holdings Group Dallas, Texas	$9.86M	-$2.09M	2	0.09%	Reduced
581	KG Killen Group Berwyn, Pennsylvania	$9.83M	-$5.06M	1	0.92%	Reduced
582	FMT First Mercantile Trust Cordova, Tennessee	$9.78M	-$312K	10	0.98%	Reduced
583	Meyer Handelman Company Rye Brook, New York	$9.74M	-$59K	1	0.49%	Reduced
584	EverPoint Asset Management Stamford, Connecticut	$9.73M	-$11.7M	2	0.25%	Reduced
585	Burney Company Reston, Virginia	$9.73M	-$569K	1	0.75%	Reduced
586	Squarepoint New York	$9.68M	+$8.06M	3	2.42%	Increased
587	ZWJ Investment Counsel Atlanta, Georgia	$9.51M	+$5.08M	1	1.08%	Increased
588	Hermes Investment Management London Uk, United Kingdom	$9.43M	-$7.34M	1	0.24%	Reduced
589	Commonwealth Equity Services Waltham, Massachusetts	$9.42M	-$749K	10	0.1%	Reduced
590	Whale Rock Capital Management Boston, Massachusetts	$9.41M	+$9.11M	1	0.93%	New
591	AssetMark Inc Concord, California	$9.39M	+$3.77M	8	0.2%	Increased
592	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$9.31M	+$3.07M	1	4.69%	Increased
593	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$9.31M	+$9.83M	1	3.12%	New
594	People's United Financial Bridgeport, Connecticut	$9.3M	-$3.03M	4	0.53%	Reduced
595	JAM Jacobs Asset Management New York	$9.27M	+$789K	1	2.39%	Increased
596	GIM Grassi Investment Management Santa Clara, California	$9.27M	-$78.2K	2	1.97%	Reduced
597	HBK Investments Dallas, Texas	$9.22M	-$4.69M	7	0.09%	Reduced
598	Bessemer Group Woodbridge, New Jersey	$9.21M	+$6.1M	10	0.05%	Increased
599	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$9.16M	+$198K	3	1.06%	Increased
600	BCM Barometer Capital Management Toronto, Ontario, Canada	$9.13M	-$25.1M	1	1.13%	Reduced