← 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
676	KB Kimelman & Baird New York	$8.58M	+$11.5K	1	1.55%	Increased
677	Fiduciary Trust Boston, Massachusetts	$8.56M	-$209K	3	0.36%	Reduced
678	NCM Newland Capital Management New York	$8.54M	+$7.86M	2	4.78%	Increased
679	Stephens Inc Little Rock, Arkansas	$8.54M	+$628K	4	0.4%	Increased
680	HL Financial Services Louisville, Kentucky	$8.51M	-$283K	3	0.23%	Reduced
681	CA CapWealth Advisors Franklin, Tennessee	$8.5M	+$101K	1	2%	Increased
682	AC AFAM Capital Austin, Texas	$8.46M	-$6.13K	1	1.08%	Reduced
683	BIM Barton Investment Management West Conshohocken, Pennsylvania	$8.45M	+$518K	1	3.23%	Increased
684	PCM Perritt Capital Management Chicago, Illinois	$8.4M	+$40.9K	2	1.54%	Increased
685	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.38M	-$57.1K	10	0.57%	Reduced
686	Advisors Capital Management Ridgewood, New Jersey	$8.36M	+$1.18M	2	1.02%	Increased
687	Parallax Volatility Advisers San Francisco, California	$8.35M	+$755K	15	0.02%	Increased
688	Cubist Systematic Strategies Stamford, Connecticut	$8.34M	+$1.54M	12	0.45%	Increased
689	Bridgeway Capital Management Houston, Texas	$8.31M	+$4.37M	5	0.19%	Increased
690	CC Curian Capital Denver, Colorado	$8.3M	-$6.52M	4	0.14%	Reduced
691	MCM McRae Capital Management Morristown, New Jersey	$8.29M	+$49.4K	1	3.83%	Increased
692	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.47%	Maintained
693	HSA Hussman Strategic Advisors Ellicott City, Maryland	$8.29M	$0	1	0.82%	Maintained
694	GP GLG Partners London, United Kingdom	$8.26M	-$9.62M	1	0.24%	Reduced
695	W.H. Reaves & Co Jersey City, New Jersey	$8.26M	+$7.82M	1	0.29%	New
696	KS Karpas Strategies Litchfield, Connecticut	$8.23M	+$192K	1	3.95%	Increased
697	Oberweis Asset Management Lisle, Illinois	$8.2M	-$1.58M	1	2.45%	Reduced
698	Veritable Wilmington, Delaware	$8.17M	+$73.3K	5	0.17%	Increased
699	GCP GSA Capital Partners London, United Kingdom	$8.15M	-$12.3M	12	0.57%	Reduced
700	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.04M	+$446K	2	1.38%	Increased