← 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
776	LJAC L.J. Altfest & Co New York	$19.9M	+$6.95M	2	3.79%	Increased
777	LCM LVM Capital Management Portage, Michigan	$19.8M	+$60.3K	2	2.64%	Increased
778	AAIM Asset Advisors Investment Management Augusta, Georgia	$19.8M	-$543K	1	2%	Reduced
779	JHA Jackson Hill Advisors Houston, Texas	$19.8M	+$19.2M	1	11.59%	New
780	PFM Parsec Financial Management Asheville, North Carolina	$19.7M	-$328K	2	0.82%	Reduced
781	FHB First Hawaiian Bank Honolulu, Hawaii	$19.6M	+$8.33M	12	0.58%	Increased
782	OCM Orchard Capital Management Chicago, Illinois	$19.6M	+$351K	2	5.75%	Increased
783	KM Kylin Management New York	$19.6M	+$14.6M	1	11.35%	Increased
784	AAM Azzad Asset Management Falls Church, Virginia	$19.6M	+$177K	9	2.63%	Increased
785	AP Appleton Partners Boston, Massachusetts	$19.4M	+$678K	3	1.46%	Increased
786	GIM Goelzer Investment Management Carmel, Indiana	$19.4M	-$68.2K	3	1.58%	Reduced
787	BDAM Blue Door Asset Management Stamford, Connecticut	$19.4M	+$19.2M	2	17.8%	New
788	M MOTCO San Antonio, Texas	$19.3M	-$418K	5	1.19%	Reduced
789	AIM Arcadia Investment Management Kalamazoo, Michigan	$19.3M	-$202K	3	3.22%	Reduced
790	ZCM Ziegler Capital Management Chicago, Illinois	$19.2M	-$1.33M	5	0.69%	Reduced
791	Exchange Traded Concepts Oklahoma City, Oklahoma	$19.2M	+$8.4M	18	0.37%	Increased
792	TC TownSquare Capital Provo, Utah	$19M	+$2.31M	7	0.48%	Increased
793	RP Rice Partnership Honolulu, Hawaii	$19M	+$673K	2	5.4%	Increased
794	BOCH Blue Owl Capital Holdings New York	$18.9M	+$15.3M	1	6.28%	New
795	Ghisallo Capital Management Boston, Massachusetts	$18.9M	-$36.2M	2	0.94%	Reduced
796	People's United Financial Bridgeport, Connecticut	$18.8M	-$179K	6	0.45%	Reduced
797	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$18.8M	+$410K	2	4.47%	Increased
798	SAS Stelac Advisory Services New York	$18.7M	-$1.25M	1	5.08%	Reduced
799	MUFG Americas New York	$18.7M	+$1.51M	6	0.35%	Increased
800	BM Bridger Management New York	$18.6M	$0	1	2.41%	Maintained