← 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
601	South Street Advisors New York	$10.1M	+$15.3K	1	4.24%	Increased
602	Tudor Investment Corp Stamford, Connecticut	$10.1M	-$4.06M	6	0.49%	Reduced
603	HFS Haverford Financial Services Radnor, Pennsylvania	$10.1M	+$496K	1	4.75%	Increased
604	GCM Glynn Capital Management Menlo Park, California	$10.1M	-$165K	1	3.52%	Reduced
605	Marble Harbor Investment Counsel Boston, Massachusetts	$10M	+$16.6K	1	2.64%	Increased
606	HOAM Halcyon Offshore Asset Management New York	$9.7M	+$8.32M	2	1.19%	Increased
607	Martin Currie Edinburgh, United Kingdom	$9.7M	+$1.75M	2	0.89%	Increased
608	WI Wafra Inc New York	$9.7M	$0	1	1.24%	Maintained
609	MCM McRae Capital Management Morristown, New Jersey	$9.6M	-$169K	1	4.95%	Reduced
610	Calamos Wealth Management Naperville, Illinois	$9.6M	+$865K	2	2.95%	Increased
611	AIM Allen Investment Management New York	$9.6M	+$8.91M	1	2.03%	Increased
612	SIS Sandell Investment Services New York	$9.6M	+$3.9M	2	9.14%	Increased
613	ARMC American Research & Management Company Marion, Massachusetts	$9.6M	-$210K	3	3.43%	Reduced
614	Global X Management Company New York	$9.6M	+$4.55M	4	0.81%	Increased
615	IMOV Investment Management of Virginia Richmond, Virginia	$9.5M	+$479K	1	1.57%	Increased
616	E.S. Barr & Co Lexington, Kentucky	$9.5M	-$298K	1	1.18%	Reduced
617	GC Gratry & Company Beachwood, Ohio	$9.5M	-$4.94M	1	3.11%	Reduced
618	CRCP Copper Rock Capital Partners Boston, Massachusetts	$9.5M	-$195K	2	0.93%	Reduced
619	Intact Investment Management Montreal, Quebec, Canada	$9.49M	-$5.78M	2	0.46%	Reduced
620	Granite Investment Partners El Segundo, California	$9.43M	+$569K	2	1.45%	Increased
621	AFAM Capital Austin, Texas	$9.31M	-$18.9K	1	1.26%	Reduced
622	Oaktree Capital Management Los Angeles, California	$9.29M	+$9.29M	1	0.17%	Increased
623	Old Republic International (ORI) Chicago, Illinois	$9.29M	+$8.68M	1	1.22%	New
624	BA Broadview Advisors Milwaukee, Wisconsin	$9.28M	-$136K	1	1%	Reduced
625	Prudential plc London, England, United Kingdom	$9.28M	+$524K	4	0.04%	Increased