← 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
251
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$72.2M +$8.82M 1 1.57% Increased
252
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$72.1M +$2.15M 2 1.99% Increased
253
LI
LMCG Investments
Massachusetts
$72M +$13.5M 4 1.51% Increased
254
Putnam Investments
Putnam Investments
Massachusetts
$71.7M -$47.9M 11 0.14% Reduced
255
SEI Investments
SEI Investments
Pennsylvania
$71.7M -$3.07M 12 0.62% Reduced
256
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$71.6M +$13.3M 7 2.18% Increased
257
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.9M -$41.6M 17 0.36% Reduced
258
OC
Orange Capital
New York
$70.2M -$29.6M 1 5.11% Reduced
259
Pzena Investment Management
Pzena Investment Management
New York
$70.2M +$6.52M 1 0.39% Increased
260
CRM
Cramer Rosenthal McGlynn
Connecticut
$69M -$6.56M 1 0.78% Reduced
261
TCM
Tekne Capital Management
New York
$68.9M +$7.39M 2 11.11% Increased
262
KeyBank National Association
KeyBank National Association
Ohio
$68.8M -$9.51M 9 0.45% Reduced
263
Chevy Chase Trust
Chevy Chase Trust
Maryland
$68.8M +$12.1M 5 0.41% Increased
264
PRCM
Pine River Capital Management
Minnesota
$67.5M -$40.3M 4 0.82% Reduced
265
OCM
Osterweis Capital Management
California
$66.9M -$34.9M 1 2.14% Reduced
266
TGI
Tradewinds Global Investors
California
$66.2M +$6.36M 2 2.67% Increased
267
Hamlin Capital Management
Hamlin Capital Management
New York
$66.1M +$4.49M 1 3.48% Increased
268
CCMH
Cornerstone Capital Management Holdings
New York
$65.7M +$1.48M 10 0.61% Increased
269
BOK Financial
BOK Financial
Oklahoma
$64.6M +$8.19M 5 2.17% Increased
270
Welch & Forbes
Welch & Forbes
Massachusetts
$64.3M -$1.33M 2 1.93% Reduced
271
CM
CS McKee
Pennsylvania
$63.8M -$5.05M 1 1.66% Reduced
272
SCM
Snow Capital Management
Pennsylvania
$63.5M -$4.49M 1 1.98% Reduced
273
Janus Henderson Group
Janus Henderson Group
$63M -$19.9M 7 0.49% Reduced
274
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.7M -$774K 3 1.92% Reduced
275
Eaton Vance Management
Eaton Vance Management
Massachusetts
$62.6M -$11.1M 8 0.19% Reduced
9 10
11
12 13