← 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
876	PFM Patton Fund Management Dallas, Texas	$6.85M	+$6.49M	2	2.74%	New
877	Luther King Capital Management (LKCM) Fort Worth, Texas	$6.84M	+$970	3	0.05%	Increased
878	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$6.8M	+$194K	2	2.78%	Increased
879	LD Lipe & Dalton Syracuse, New York	$6.76M	-$53.4K	2	4.93%	Reduced
880	SCM Snow Capital Management Sewickley, Pennsylvania	$6.74M	+$1.93M	1	0.49%	Increased
881	IWA IBEX Wealth Advisors Bedminster, New Jersey	$6.73M	+$59.1K	2	2.23%	Increased
882	GIA Granite Investment Advisors Concord, New Hampshire	$6.68M	-$436K	1	1.31%	Reduced
883	Trexquant Investment Stamford, Connecticut	$6.64M	-$4.36M	6	0.57%	Reduced
884	ISB Iowa State Bank Urbandale, Iowa	$6.63M	-$131K	2	2.52%	Reduced
885	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$6.62M	-$187K	1	0.75%	Reduced
886	NA Navellier & Associates Reno, Nevada	$6.6M	+$1.05M	4	1.09%	Increased
887	MPM Meritage Portfolio Management Overland Park, Kansas	$6.59M	+$4.75M	3	0.63%	Increased
888	CI Cigna Investments Bloomfield, Connecticut	$6.56M	+$489K	8	0.68%	Increased
889	ORI Oak Ridge Investments Chicago, Illinois	$6.56M	+$6.11M	1	0.49%	New
890	SICM Sustainable Insight Capital Management New York	$6.55M	+$3.12M	2	7.49%	Increased
891	Shelton Capital Management Denver, Colorado	$6.5M	-$3.64M	10	0.38%	Reduced
892	Simplicity Solutions Minneapolis, Minnesota	$6.47M	+$2.42M	6	0.26%	Increased
893	SCM Sitrin Capital Management Century City, California	$6.44M	+$6.04M	1	3.52%	New
894	SMG Spectrum Management Group Indianapolis, Indiana	$6.41M	+$2.68M	4	2.18%	Increased
895	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$6.37M	+$340K	2	2.34%	Increased
896	Sumitomo Life Insurance Tokyo, Japan	$6.31M	-$743K	4	0.82%	Reduced
897	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$6.29M	-$222K	4	0.63%	Reduced
898	TW Transform Wealth Greenwood Village, Colorado	$6.24M	-$208K	2	1.11%	Reduced
899	CIA Capital Impact Advisors Boston, Massachusetts	$6.21M	-$1.35M	3	2.37%	Reduced
900	MPA Marvin & Palmer Associates Wilmington, Delaware	$6.2M	+$116K	1	4.07%	Increased