← 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	Cetera Investment Advisers Schaumburg, Illinois	$21.4M	+$1.74M	17	0.31%	Increased
752	ICP Indus Capital Partners New York	$21.4M	-$43.9M	1	5.05%	Reduced
753	Carnegie Investment Counsel Pepper Pike, Ohio	$21.3M	+$1.32M	6	0.7%	Increased
754	PC Port Capital Chicago, Illinois	$21.3M	-$14.9M	1	1.31%	Reduced
755	Washington Trust Westerly, Rhode Island	$21.2M	-$242K	11	0.8%	Reduced
756	Pathstone Family Office Englewood, New Jersey	$21.1M	+$1.24M	14	0.53%	Increased
757	GGHC Gilder Gagnon Howe & Co New York	$21.1M	-$25.3K	1	0.12%	Reduced
758	EMG ETF Managers Group Summit, New Jersey	$21M	+$12.4M	12	0.42%	Increased
759	Capital Fund Management (CFM) Paris, France	$21M	+$9.4M	6	0.15%	Increased
760	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$20.9M	+$594K	2	2.4%	Increased
761	D.A. Davidson & Co Great Falls, Montana	$20.9M	+$2.23M	12	0.22%	Increased
762	CAM ClariVest Asset Management San Diego, California	$20.9M	+$1.28M	7	0.64%	Increased
763	NSGL No Street GP LP San Francisco, California	$20.8M	$0	1	3.36%	Maintained
764	TCOV Trust Company of Vermont Brattleboro, Vermont	$20.5M	+$83.9K	8	1.29%	Increased
765	Barings Charlotte, North Carolina	$20.4M	-$10.5M	8	0.53%	Reduced
766	FM Foster & Motley Cincinnati, Ohio	$20.3M	-$629K	7	1.58%	Reduced
767	CTA Colonial Trust Advisors Spartanburg, South Carolina	$20.3M	-$607K	3	2.27%	Reduced
768	BHTS Bar Harbor Trust Services Ellsworth, Maine	$20.2M	+$1.46M	2	5.41%	Increased
769	TC TwinBeech Capital Purchase, New York	$20.2M	+$827K	6	1.15%	Increased
770	OCM Osterweis Capital Management San Francisco, California	$20.2M	-$5.17M	1	1.01%	Reduced
771	Stratos Wealth Partners Beachwood, Ohio	$20.2M	-$43.6K	10	0.45%	Reduced
772	VWM Valley Wealth Managers Paramus, New Jersey	$20.2M	-$454K	2	1.62%	Reduced
773	PL Parthenon LLC Louisville, Kentucky	$20.1M	-$244K	2	2.83%	Reduced
774	Vanguard Personalized Indexing Management Oakland, California	$20.1M	+$4.53M	15	1.19%	Increased
775	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$19.9M	+$139K	2	2.01%	Increased