← 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	CHA Cedar Hill Associates Chicago, Illinois	$14.1M	-$564K	1	2.93%	Reduced
577	ESBC E.S. Barr & Co Lexington, Kentucky	$14.1M	-$70.9K	1	1.57%	Reduced
578	DA Denali Advisors San Diego, California	$14.1M	+$7.9M	2	2.3%	Increased
579	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$13.9M	-$174K	14	0.69%	Reduced
580	JAM JCIC Asset Management Toronto, Ontario, Canada	$13.9M	-$513K	1	4.79%	Reduced
581	GIM Greystone Investment Management Cincinnati, Ohio	$13.9M	-$78.7K	1	6.73%	Reduced
582	Avalon Investment & Advisory Houston, Texas	$13.9M	+$160K	1	0.46%	Increased
583	Meyer Handelman Company Rye Brook, New York	$13.8M	-$320K	1	0.58%	Reduced
584	Ancora Advisors Cleveland, Ohio	$13.8M	+$279K	6	0.89%	Increased
585	Ameritas Investment Partners Lincoln, Nebraska	$13.8M	+$360K	18	0.67%	Increased
586	Associated Banc-Corp Green Bay, Wisconsin	$13.8M	-$141K	1	0.78%	Reduced
587	Nordea Investment Management Stockholm, Sweden	$13.7M	-$181K	4	0.03%	Reduced
588	EBIM Eagle Boston Investment Management Boston, Massachusetts	$13.6M	-$1.89M	2	1.48%	Reduced
589	Boston Financial Management Boston, Massachusetts	$13.6M	+$1.92M	1	0.98%	Increased
590	TIP Torray Investment Partners Bethesda, Maryland	$13.5M	-$29.6K	1	1.42%	Reduced
591	DP Dearborn Partners Chicago, Illinois	$13.3M	+$655K	2	0.99%	Increased
592	Burney Company Reston, Virginia	$13.1M	-$795K	2	0.86%	Reduced
593	VHMC Value Holdings Management Company Hampton Bays, New York	$13M	+$4.1M	1	5.55%	Increased
594	GH GAM Holding Zurich, Switzerland	$12.9M	+$487K	7	0.19%	Increased
595	Alpha Cubed Investments Irvine, California	$12.9M	+$1.98M	1	2.21%	Increased
596	SI Sensato Investors San Francisco, California	$12.9M	+$231K	1	3.26%	Increased
597	Foresters Investment Management New York	$12.9M	+$3.4M	6	0.22%	Increased
598	AP Archon Partners Princeton Junction, New Jersey	$12.8M	$0	1	2.97%	Maintained
599	E. Ohman J:or Asset Management Stockholm, Sweden	$12.8M	+$4.01M	6	1.29%	Increased
600	Advisor Group Phoenix, Arizona	$12.7M	+$1.57M	22	0.22%	Increased