← 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
1176	FRM Fox Run Management Greenwich, Connecticut	$1.22M	+$459K	3	0.59%	Increased
1177	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.22M	$0	1	0.04%	Maintained
1178	NFG Next Financial Group Houston, Texas	$1.22M	+$323K	9	0.39%	Increased
1179	LAM Lingohr Asset Management Duesseldorf, Germany	$1.22M	+$1.28M	1	1.23%	New
1180	PCTC Perkins Coie Trust Company Seattle, Washington	$1.22M	-$8.78K	2	0.8%	Reduced
1181	Channing Capital Management Chicago, Illinois	$1.22M	+$1.17M	1	0.05%	New
1182	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.22M	$0	1	0.31%	Maintained
1183	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.21M	-$128K	1	0.3%	Reduced
1184	Stock Yards Bank & Trust Louisville, Kentucky	$1.21M	-$12.6K	2	0.16%	Reduced
1185	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.2M	+$34.7K	2	0.51%	Increased
1186	OC Oakworth Capital Birmingham, Alabama	$1.2M	-$3.14K	3	0.45%	Reduced
1187	CBB Citizens Business Bank Ontario, California	$1.2M	+$2.33K	1	0.22%	Increased
1188	FIM Fruth Investment Management Houston, Texas	$1.19M	-$12.3K	2	0.57%	Reduced
1189	Wolverine Trading Chicago, Illinois	$1.19M	+$1.22M	5	0.01%	New
1190	LAM Lebenthal Asset Management New York	$1.19M	+$522K	3	0.15%	Increased
1191	LH Lebenthal Holdings New York	$1.19M	-$953K	3	0.15%	Reduced
1192	Advisory Services Network Atlanta, Georgia	$1.19M	+$126K	11	0.27%	Increased
1193	CCM Compton Capital Management Providence, Rhode Island	$1.19M	-$22.1K	1	0.66%	Reduced
1194	Atria Investments Charlotte, North Carolina	$1.18M	+$356K	3	0.13%	Increased
1195	TBAM True Bearing Asset Management San Francisco, California	$1.18M	-$1.59M	2	6.23%	Reduced
1196	DCM Dean Capital Management Overland Park, Kansas	$1.18M	+$1.14M	1	1.62%	New
1197	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.18M	-$33.9K	4	1.27%	Reduced
1198	FFA First Foundation Advisors Irvine, California	$1.18M	+$579K	2	0.08%	Increased
1199	Hills Bank & Trust North Liberty, Iowa	$1.18M	-$1.53K	1	0.43%	Reduced
1200	RBF Capital San Francisco, California	$1.17M	$0	2	0.23%	Maintained