← 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
651	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$28.2M	+$26.7M	4	0.65%	New
652	Capital International Sarl Los Angeles, California	$28.2M	+$9.23M	3	1.35%	Increased
653	Hillsdale Investment Management Toronto, Ontario, Canada	$28.2M	+$7.59M	4	1.89%	Increased
654	ACM Atlanta Capital Management Atlanta, Georgia	$28.2M	-$131K	1	0.1%	Reduced
655	Cetera Advisor Networks El Segundo, California	$28M	+$2.15M	15	0.34%	Increased
656	Heritage Wealth Advisors Richmond, Virginia	$28M	+$1.42M	3	1.54%	Increased
657	Wealthfront Advisers Palo Alto, California	$27.9M	+$2.65M	8	0.12%	Increased
658	PP Paloma Partners Greenwich, Connecticut	$27.9M	+$25M	19	0.41%	Increased
659	Granahan Investment Management Waltham, Massachusetts	$27.8M	-$3.87M	2	0.57%	Reduced
660	CA Callahan Advisors Houston, Texas	$27.7M	+$426K	3	3.11%	Increased
661	VAM Vert Asset Management Sausalito, California	$27.7M	+$25.2M	4	22.77%	New
662	Sessa Capital New York	$27.5M	+$27M	1	1.36%	New
663	Braun Stacey Associates New York	$27.5M	-$23.8M	1	1%	Reduced
664	Winton Group London, United Kingdom	$27.3M	+$12.2M	9	1.66%	Increased
665	RiverFront Investment Group Richmond, Virginia	$27.2M	+$819K	1	0.85%	Increased
666	DAM Delta Asset Management Memphis, Tennessee	$27.2M	+$11.2K	8	2.4%	Increased
667	HVCM Hel Ved Capital Management Central, Hong Kong	$27M	+$31.6M	1	17.68%	New
668	AJ Ashburton (Jersey) St Helier, Jersey	$26.9M	-$592K	1	11.25%	Reduced
669	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$26.8M	-$291K	1	1.25%	Reduced
670	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$26.8M	$0	2	0.31%	Maintained
671	Atlantic Union Bankshares Glen Allen, Virginia	$26.7M	+$58.1K	4	2.26%	Increased
672	WhitTier Trust Company Reno, Nevada	$26.6M	+$66.4K	10	0.97%	Increased
673	Fiduciary Trust Boston, Massachusetts	$26.5M	+$621K	8	0.44%	Increased
674	GCA GSI Capital Advisors Newport Beach, California	$26.5M	-$2.68M	2	11.58%	Reduced
675	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$26.4M	+$26.6M	4	0.32%	Increased