← 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	SCA Snowden Capital Advisors New York	$25.7M	+$1.32M	13	1.16%	Increased
577	Picton Mahoney Asset Management Toronto, Ontario, Canada	$25.6M	-$11.1M	3	0.92%	Reduced
578	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$25.5M	-$130K	3	2.67%	Reduced
579	Crossmark Global Holdings Houston, Texas	$25.4M	-$8.19M	14	0.71%	Reduced
580	Erste Asset Management Vienna, Austria	$25.4M	+$1.84M	5	0.57%	Increased
581	Andra AP-fonden Goteborg, Sweden	$24.9M	-$5.42M	7	0.82%	Reduced
582	WhitTier Trust Company Reno, Nevada	$24.9M	+$1.52M	11	1.06%	Increased
583	JAM JLP Asset Management New York	$24.9M	+$1.31M	2	17.75%	Increased
584	MTC McDaniel Terry & Co Austin, Texas	$24.8M	+$232K	1	3.22%	Increased
585	HCM Hahn Capital Management Walnut Creek, California	$24.7M	-$651K	2	6.92%	Reduced
586	Synovus Financial Columbus, Georgia	$24.6M	+$931K	8	0.3%	Increased
587	Oppenheimer & Co New York	$24.5M	-$80.2K	15	0.57%	Reduced
588	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24.5M	-$584K	1	1.91%	Reduced
589	Boothbay Fund Management New York	$24.5M	+$14.9M	10	0.61%	Increased
590	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$24.4M	+$69.5K	13	0.71%	Increased
591	AE Wealth Management Topeka, Kansas	$24.3M	-$10.2M	15	0.19%	Reduced
592	Zurich Insurance Group Zurich, Switzerland	$24.3M	-$11.4M	3	0.38%	Reduced
593	Colony Group Boston, Massachusetts	$24.1M	+$551K	8	0.43%	Increased
594	Hantz Financial Services Southfield, Michigan	$24M	-$2.29M	9	0.83%	Reduced
595	PointState Capital New York	$23.9M	+$27.6M	1	0.58%	New
596	Tokio Marine Asset Management Tokyo, Japan	$23.8M	+$1.12M	7	2.02%	Increased
597	Cetera Advisor Networks El Segundo, California	$23.7M	+$4.36M	14	0.29%	Increased
598	Nicholas Company Milwaukee, Wisconsin	$23.7M	+$1.23K	4	0.54%	Increased
599	First National Trust Hermitage, Pennsylvania	$23.7M	-$444K	5	1.38%	Reduced
600	FFA First Foundation Advisors Irvine, California	$23.5M	-$510K	3	1.15%	Reduced