← 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	Samlyn Capital New York	$73M	+$9.09M	1	1.74%	Increased
252	Brandywine Global Investment Management Philadelphia, Pennsylvania	$71.9M	-$23.5M	5	0.48%	Reduced
253	Ruane, Cunniff & Goldfarb New York	$71.2M	-$3.69M	1	0.68%	Reduced
254	PC Passport Capital San Francisco, California	$70.8M	+$70.3M	1	1.29%	Increased
255	M&T Bank Buffalo, New York	$70.4M	+$1.37M	9	0.47%	Increased
256	IC Inverness Counsel New York	$69.7M	+$8.01M	1	5.41%	Increased
257	RIM Rainier Investment Management Seattle, Washington	$69.6M	+$2.65M	4	3.36%	Increased
258	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$69.4M	+$64.5M	4	4.04%	Increased
259	Zacks Investment Management Chicago, Illinois	$69.2M	+$4.66M	8	2.11%	Increased
260	SFM Systematic Financial Management Teaneck, New Jersey	$69.2M	+$1.29M	3	0.94%	Increased
261	IAM Iridian Asset Management Westport, Connecticut	$68.8M	+$72M	1	0.64%	New
262	Nomura Asset Management Tokyo, Japan	$67.7M	-$158K	9	1.27%	Reduced
263	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$67.2M	+$30.3M	8	0.79%	Increased
264	WBC Westpac Banking Corp Sydney, Australia	$66.8M	-$932K	9	0.73%	Reduced
265	MC MSD Capital New York	$66.4M	$0	1	16.62%	Maintained
266	Axa Paris, France	$66.4M	-$3.58M	9	0.3%	Reduced
267	Balyasny Asset Management Chicago, Illinois	$65.6M	-$20.5M	7	0.43%	Reduced
268	Intact Investment Management Montreal, Quebec, Canada	$65.4M	+$16.9M	3	2.65%	Increased
269	WM WS Management Jacksonville, Florida	$64.2M	-$892K	2	2.23%	Reduced
270	Hamlin Capital Management New York	$62.6M	-$10.4M	1	3.03%	Reduced
271	Welch & Forbes Boston, Massachusetts	$62.4M	-$1.37M	2	1.9%	Reduced
272	Aberdeen Asset Management Aberdeen, United Kingdom	$61.6M	+$4.21M	7	0.23%	Increased
273	NSCM New South Capital Management Memphis, Tennessee	$61.5M	-$789K	1	1.52%	Reduced
274	Public Employees Retirement Association of Colorado Denver, Colorado	$61.3M	-$1.18M	16	0.51%	Reduced
275	KBI Global Investors Ifsc, Dublin, Ireland	$61.2M	+$54.7M	6	1.63%	New