← 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
1376	CPA Court Place Advisors Ellicott City, Maryland	$558K	-$5.83K	1	0.36%	Reduced
1377	SRAM Stone Ridge Asset Management New York	$558K	+$529K	2	1.17%	New
1378	JFA JNBA Financial Advisors Bloomington, Minnesota	$555K	-$1.96K	5	0.22%	Reduced
1379	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$555K	-$14K	1	0.4%	Reduced
1380	CPIM Columbia Partners Investment Management Alexandria, Virginia	$550K	+$128K	1	0.03%	Increased
1381	IIC Ironwood Investment Counsel Scottsdale, Arizona	$550K	+$6.59K	1	0.28%	Increased
1382	PHK Point72 Hong Kong Hong Kong	$540K	+$450K	4	0.53%	Increased
1383	GCIA Gabelli & Co Investment Advisers Rye, New York	$537K	$0	1	0.08%	Maintained
1384	WRM Westport Resources Management Westport, Connecticut	$532K	-$1.28M	5	0.14%	Reduced
1385	CAS Cue Advisory Services Phoenix, Arizona	$529K	+$513K	1	0.56%	New
1386	WPC Waters Parkerson & Co New Orleans, Louisiana	$528K	-$187K	1	0.06%	Reduced
1387	LA Lucus Advisors New York	$526K	+$452K	1	0.23%	New
1388	VIM Veritas Investment Management London, United Kingdom	$526K	$0	1	0.95%	Maintained
1389	Cetera Advisors Denver, Colorado	$523K	+$17.8K	1	0.05%	Increased
1390	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$520K	-$3.93K	2	0.16%	Reduced
1391	SCM Schnieders Capital Management Pasadena, California	$519K	+$71.8K	1	0.34%	Increased
1392	MMM Mendel Money Management Northbrook, Illinois	$516K	-$1.32M	1	0.49%	Reduced
1393	EMG Ellington Management Group Old Greenwich, Connecticut	$514K	+$55.7K	1	0.17%	Increased
1394	AMF Tjänstepension Stockholm, Sweden	$512K	+$490K	1	0.01%	New
1395	BW Gestao de Investimentos Sao Paulo, Brazil	$511K	$0	1	0.36%	Maintained
1396	EM EnTrustPermal Management New York	$510K	$0	1	0.57%	Maintained
1397	PIM Penobscot Investment Management Boston, Massachusetts	$504K	-$17.8K	2	0.16%	Reduced
1398	GIS Guardian Investor Services New York	$503K	-$9.77K	4	0.4%	Reduced
1399	R RQSI Nassau, Bahamas	$503K	+$454K	1	0.47%	New
1400	WP WMS Partners Towson, Maryland	$501K	+$486K	1	0.08%	New