← 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	TC TwinBeech Capital Purchase, New York	$30.6M	-$4.61M	7	0.6%	Reduced
602	Heritage Wealth Advisors Richmond, Virginia	$30.6M	+$1.3M	3	1.62%	Increased
603	DFO Duquesne Family Office New York	$30.6M	-$13.8M	1	1.06%	Reduced
604	MTC McDaniel Terry & Co Austin, Texas	$30.5M	-$233K	1	3.11%	Reduced
605	Baskin Financial Services Toronto, Ontario, Canada	$30.5M	+$169K	1	2.93%	Increased
606	Clear Harbor Asset Management Stamford, Connecticut	$30.4M	+$1.76M	3	2.98%	Increased
607	NewEdge Advisors New Orleans, Louisiana	$30.3M	-$25.6M	24	0.34%	Reduced
608	Capital Fund Management (CFM) Paris, France	$30.3M	+$10.2M	6	0.12%	Increased
609	Blackstone Inc New York	$30.2M	$0	1	0.13%	Maintained
610	Grassi Investment Management Santa Clara, California	$29.9M	-$91K	2	3.29%	Reduced
611	Cetera Investment Advisers Schaumburg, Illinois	$29.9M	-$1.47M	14	0.25%	Reduced
612	Dai-ichi Life Insurance Company Tokyo, Japan	$29.8M	+$7.45M	7	0.62%	Increased
613	Stephens Inc Little Rock, Arkansas	$29.8M	+$729K	8	0.54%	Increased
614	HCM Hahn Capital Management Walnut Creek, California	$29.8M	-$634K	2	9.74%	Reduced
615	AltraVue Capital Bellevue, Washington	$29.3M	+$244K	1	3.45%	Increased
616	WCM Investment Management Laguna Beach, California	$29.3M	+$3.38K	2	0.09%	Increased
617	Exchange Traded Concepts Oklahoma City, Oklahoma	$29.2M	-$1.07M	22	0.72%	Reduced
618	CCM Investment Advisers Columbia, South Carolina	$29.1M	+$366K	2	3.91%	Increased
619	Kentucky Retirement Systems Frankfort, Kentucky	$29.1M	+$571K	7	0.97%	Increased
620	ARS Investment Partners New York	$28.9M	-$755K	4	3.38%	Reduced
621	B. Metzler seel. Sohn & Co Frankfurt, Germany	$28.9M	+$5.04M	6	0.39%	Increased
622	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$28.7M	+$2.69M	11	0.51%	Increased
623	Bailard Foster City, California	$28.4M	-$23.7K	9	0.99%	Reduced
624	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$28.3M	-$25.8M	7	1.03%	Reduced
625	Country Trust Bank Bloomington, Illinois	$28.1M	-$1.03M	3	0.76%	Reduced