← 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
276	Public Employees Retirement Association of Colorado Denver, Colorado	$59.1M	-$14.1M	15	0.49%	Reduced
277	IC Inverness Counsel New York	$56.9M	+$32.1K	1	4.42%	Increased
278	Welch & Forbes Boston, Massachusetts	$55.5M	-$1.45M	2	1.73%	Reduced
279	Gates Capital Management New York	$55.1M	-$18.1M	1	2.07%	Reduced
280	TCM Tensile Capital Management Larkspur, California	$54.7M	+$3.27M	2	15.68%	Increased
281	Tocqueville Asset Management New York	$54.5M	-$18.2M	3	0.72%	Reduced
282	Virginia Retirement System Richmond, Virginia	$54.5M	+$49.2M	8	0.79%	New
283	Conestoga Capital Advisors Wayne, Pennsylvania	$54.3M	+$9.4M	1	3.67%	Increased
284	Robeco Institutional Asset Management Rotterdam, Netherlands	$54.1M	+$13.2M	6	0.43%	Increased
285	Pinnacle Associates New York	$54M	-$237K	5	1.16%	Reduced
286	KBC Group Brussels, Belgium	$52.9M	+$4.39M	12	0.88%	Increased
287	AL AJO LP Philadelphia, Pennsylvania	$52M	-$82.9M	3	0.23%	Reduced
288	Aberdeen Asset Management Aberdeen, United Kingdom	$51.7M	-$881K	7	0.19%	Reduced
289	Weiss Multi-Strategy Advisers New York	$51.5M	+$46.6M	4	2.24%	New
290	SM Senvest Management New York	$51.3M	+$6.99M	1	4.31%	Increased
291	Cincinnati Financial Corp Fairfield, Ohio	$51.3M	$0	1	3.03%	Maintained
292	AC Avenir Corporation Alexandria, Virginia	$50.4M	-$244K	1	4.26%	Reduced
293	Winton Group London, United Kingdom	$49.1M	-$42.6M	3	0.53%	Reduced
294	New Mountain Vantage Advisers New York	$48.9M	-$9.52M	1	2.63%	Reduced
295	RIM Ranger Investment Management Dallas, Texas	$48.8M	-$7.93M	2	2.99%	Reduced
296	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$48.7M	+$139K	1	1.96%	Increased
297	Addenda Capital Montreal, Quebec, Canada	$47.8M	+$369K	1	4.18%	Increased
298	MLICM Metropolitan Life Insurance Company (MetLife) New York	$47.5M	+$830K	14	0.37%	Increased
299	Susquehanna International Group Bala Cynwyd, Pennsylvania	$47.5M	-$21.9M	21	0.03%	Reduced
300	Capital International Los Angeles, California	$47.3M	+$362K	4	3.05%	Increased