← 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
751	CCC Cincinnati Casualty Company Fairfield, Ohio	$5.15M	$0	1	6.57%	Maintained
752	Kentucky Retirement Systems Frankfort, Kentucky	$5.13M	+$85.2K	5	0.44%	Increased
753	DCCA D.C. Capital Advisors New York	$5.13M	+$5.9M	1	3.26%	New
754	ARMC American Research & Management Company Marion, Massachusetts	$5.12M	+$78.4K	2	2.24%	Increased
755	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$5.09M	+$1.29M	10	0.4%	Increased
756	CAIMH Central Asset Investments & Management Holdings Hong Kong	$5.09M	+$4.17M	1	5.58%	Increased
757	LAM Lingohr Asset Management Duesseldorf, Germany	$5.07M	+$2M	1	2.39%	Increased
758	ECM Estabrook Capital Management New York	$5.04M	-$7.37M	2	0.73%	Reduced
759	RA RMR Advisors Newton, Massachusetts	$5.01M	+$261K	3	2.83%	Increased
760	LPC Loeb Partners Corp New York	$5M	-$624K	2	1.84%	Reduced
761	RIM Rainier Investment Management Seattle, Washington	$4.99M	-$1.57M	1	0.18%	Reduced
762	CEI Clark Estates Inc New York	$4.96M	+$426K	2	0.85%	Increased
763	Vident Investment Advisory Alpharetta, Georgia	$4.95M	+$1.57M	10	0.69%	Increased
764	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.94M	+$16.7K	6	0.1%	Increased
765	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.91M	+$73.2K	2	1.11%	Increased
766	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$4.91M	-$3.87M	2	5.64%	Reduced
767	OCG Opus Capital Group Cincinnati, Ohio	$4.91M	+$4.81M	1	0.83%	New
768	Eagle Global Advisors Houston, Texas	$4.87M	-$22.4K	1	0.16%	Reduced
769	TCCM Timber Creek Capital Management Boston, Massachusetts	$4.85M	-$131K	1	4.55%	Reduced
770	AC Ascend Capital Orinda, California	$4.82M	-$36.4M	1	0.19%	Reduced
771	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.81M	-$3.94M	5	0.11%	Reduced
772	WI WBI Investments Red Bank, New Jersey	$4.8M	+$4.65M	1	0.17%	New
773	MAM Mizuho Asset Management Tokyo, Japan	$4.76M	+$247K	7	1.09%	Increased
774	EMG Ellington Management Group Old Greenwich, Connecticut	$4.73M	+$3.61M	7	1.33%	Increased
775	CA Cullinan Associates Louisville, Kentucky	$4.71M	-$61K	2	0.43%	Reduced