← 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	Williams Jones & Associates New York	$94.2M	-$6.52M	3	2.08%	Reduced
252	OCM Osterweis Capital Management San Francisco, California	$93.7M	-$7.73M	3	5.86%	Reduced
253	Comerica Bank Dallas, Texas	$93M	-$7.46M	21	0.75%	Reduced
254	TAM Third Avenue Management New York	$92.5M	-$44M	3	7.16%	Reduced
255	Artisan Partners Milwaukee, Wisconsin	$91.9M	+$6.85M	2	0.18%	Increased
256	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$91.1M	+$1.36M	3	0.85%	Increased
257	Eaton Vance Management Boston, Massachusetts	$89.3M	+$1.5M	13	0.2%	Increased
258	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$87.2M	-$7.45M	4	5.53%	Reduced
259	Westwood Holdings Group Dallas, Texas	$86M	-$3.61M	7	0.89%	Reduced
260	Temasek Holdings Singapore	$85.6M	$0	1	0.59%	Maintained
261	Intact Investment Management Montreal, Quebec, Canada	$85.1M	-$47.2K	5	3.04%	Reduced
262	Zevenbergen Capital Investments Edmonds, Washington	$84.9M	-$7.26M	2	3.01%	Reduced
263	OP Oldfield Partners London, United Kingdom	$82.3M	+$164K	2	8.33%	Increased
264	BNP Paribas Asset Management Paris, France	$81.9M	+$20.4M	10	0.69%	Increased
265	IC Inverness Counsel New York	$81.2M	-$6.6M	1	4.43%	Reduced
266	W.H. Reaves & Co Jersey City, New Jersey	$80.8M	+$18.3M	2	2.67%	Increased
267	CBT Capital Bank & Trust Irvine, California	$79.4M	+$3.93M	8	1.01%	Increased
268	Douglas Lane & Associates New York	$79.2M	+$203K	3	1.64%	Increased
269	State of Alaska Department of Revenue Juneau, Alaska	$78.9M	-$542K	15	1.4%	Reduced
270	Thompson Siegel & Walmsley Richmond, Virginia	$78.7M	-$141M	9	1.1%	Reduced
271	Natixis Advisors Boston, Massachusetts	$78.6M	+$2.05M	11	0.69%	Increased
272	Thornburg Investment Management Santa Fe, New Mexico	$78.5M	+$40.4M	3	0.76%	Increased
273	NIMC NWQ Investment Management Company Los Angeles, California	$77.1M	-$1.24M	4	1.68%	Reduced
274	Regions Financial Corp Birmingham, Alabama	$76.7M	-$900K	15	0.88%	Reduced
275	Private Management Group Irvine, California	$75.5M	-$3.55M	2	3.75%	Reduced