← 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
801	Twin Tree Management Dallas, Texas	$18.5M	+$9.93M	7	0.04%	Increased
802	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$18.4M	-$80.7K	8	0.35%	Reduced
803	AF Alerus Financial Grand Forks, North Dakota	$18.4M	-$985K	3	1.5%	Reduced
804	Bank Julius Baer & Co Zurich, Switzerland	$18.4M	+$718K	7	0.1%	Increased
805	AustralianSuper Melbourne, Australia	$18.3M	+$17.1M	1	0.1%	New
806	Tokio Marine Asset Management Tokyo, Japan	$18.3M	+$14.4M	7	1.45%	Increased
807	Glenview Capital Management New York	$18.3M	-$2.08M	1	0.39%	Reduced
808	Evergreen Capital Management Bellevue, Washington	$18.2M	+$321K	7	0.73%	Increased
809	CIA CCM Investment Advisers Columbia, South Carolina	$18.2M	-$16.1K	2	2.21%	Reduced
810	Park Avenue Securities New York	$18.2M	+$1.33M	14	0.32%	Increased
811	NCM Novare Capital Management Charlotte, North Carolina	$18.1M	+$431K	2	1.84%	Increased
812	DIA Davidson Investment Advisors Great Falls, Montana	$18M	+$56.7K	2	1.28%	Increased
813	TM THRC Management Cisco, Texas	$17.9M	+$20.2M	1	3.2%	New
814	MC Martin Currie Edinburgh, United Kingdom	$17.8M	+$2.65M	1	0.49%	Increased
815	CC Carlson Capital Dallas, Texas	$17.8M	+$16.8M	1	1.02%	New
816	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$17.7M	-$111K	1	5.5%	Reduced
817	BCAM Boston Common Asset Management Boston, Massachusetts	$17.7M	+$2.23M	3	0.72%	Increased
818	Burney Company Reston, Virginia	$17.7M	+$881K	6	0.76%	Increased
819	Cetera Advisors Denver, Colorado	$17.7M	+$610K	8	0.36%	Increased
820	Illinois Municipal Retirement Fund Oak Brook, Illinois	$17.7M	+$550K	12	0.49%	Increased
821	TCM Twin Capital Management Mcmurray, Pennsylvania	$17.6M	-$3.52M	4	1.76%	Reduced
822	PEAK6 Investments Chicago, Illinois	$17.6M	+$6.41M	15	0.04%	Increased
823	Jupiter Asset Management London, United Kingdom	$17.5M	+$9.1M	4	0.19%	Increased
824	GC Gillson Capital Chicago, Illinois	$17.5M	+$16.9M	5	1.14%	New
825	Achmea Investment Management Zeist, Netherlands	$17.4M	-$11.1M	5	0.83%	Reduced