← 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	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$19.4M	-$2.32M	1	2.42%	Reduced
677	FP Foundry Partners Minneapolis, Minnesota	$19.3M	+$198K	5	1.21%	Increased
678	Bragg Financial Advisors Charlotte, North Carolina	$19.3M	+$193K	2	1.33%	Increased
679	Kovitz Investment Group Partners Chicago, Illinois	$19.2M	+$2.64K	3	0.45%	Increased
680	Cookson Peirce & Co Pittsburgh, Pennsylvania	$19.2M	+$1.89M	2	1.35%	Increased
681	ACM Ararat Capital Management Westport, Connecticut	$19.2M	+$19.5M	1	8.02%	New
682	Bailard Foster City, California	$19.2M	+$727K	9	0.79%	Increased
683	NP NS Partners London, United Kingdom	$19.1M	-$15.8K	2	1.24%	Reduced
684	PWAM Park West Asset Management San Francisco, California	$19M	+$19.3M	1	1.34%	New
685	KC Kryger Capital London, United Kingdom	$18.9M	-$828K	1	2.55%	Reduced
686	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$18.7M	+$15.5K	3	1.56%	Increased
687	Vestcor Inc Fredericton, New Brunswick, Canada	$18.7M	-$1.68M	12	0.71%	Reduced
688	Lockheed Martin Investment Management Bethesda, Maryland	$18.5M	-$13.2M	4	1.49%	Reduced
689	Associated Banc-Corp Green Bay, Wisconsin	$18.5M	-$124K	1	0.85%	Reduced
690	Heritage Investors Management Corp Bethesda, Maryland	$18.4M	+$572K	4	0.93%	Increased
691	Zevenbergen Capital Investments Edmonds, Washington	$18.3M	+$16.1M	1	0.52%	Increased
692	KMC Kirr Marbach & Co Columbus, Indiana	$18.2M	+$154K	2	6.18%	Increased
693	Personal Capital Advisors Redwood City, California	$18.2M	+$423K	3	0.1%	Increased
694	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$18.2M	$0	2	0.3%	Maintained
695	Laurion Capital Management New York	$18.2M	+$20.1M	3	0.11%	Increased
696	PCA Providence Capital Advisors Charlotte, North Carolina	$18.1M	+$2.74M	4	5.44%	Increased
697	Atria Wealth Solutions New York	$18M	+$6.31M	13	0.31%	Increased
698	Waverton Investment Management London, United Kingdom	$17.9M	+$8.99M	1	0.73%	Increased
699	Abeille Asset Management France	$17.9M	-$502K	3	0.7%	Reduced
700	LJAC L.J. Altfest & Co New York	$17.8M	-$3.43M	2	3.34%	Reduced