← 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	Treasurer of the State of North Carolina Raleigh, North Carolina	$81.1M	-$40.5M	11	0.73%	Reduced
277	Horizon Kinetics Asset Management New York	$81M	+$3.37M	2	2.44%	Increased
278	NSCM New South Capital Management Memphis, Tennessee	$80.8M	+$1.59M	1	2.43%	Increased
279	Susquehanna International Group Bala Cynwyd, Pennsylvania	$78.9M	+$27.6M	24	0.03%	Increased
280	Regions Financial Corp Birmingham, Alabama	$78.7M	+$619K	6	0.87%	Increased
281	Private Management Group Irvine, California	$78.2M	-$2.91M	2	4.15%	Reduced
282	SIC Schwartz Investment Counsel Plymouth, Michigan	$77.9M	+$1.2M	3	3.96%	Increased
283	Pinnacle Associates New York	$77.9M	-$4.43M	8	1.83%	Reduced
284	Kornitzer Capital Management Shawnee Mission, Kansas	$77.7M	-$14.7M	7	1.41%	Reduced
285	SGAM Smith Group Asset Management Dallas, Texas	$76.3M	+$21.3M	4	2.68%	Increased
286	MCI McDonald Capital Investors Orinda, California	$75.3M	-$3.94M	1	6.37%	Reduced
287	Winton Group London, United Kingdom	$74.7M	+$7.72M	10	0.88%	Increased
288	Conestoga Capital Advisors Wayne, Pennsylvania	$74.5M	-$655K	1	1.91%	Reduced
289	Royce & Associates New York	$74.2M	-$12.2M	11	0.69%	Reduced
290	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$73.9M	+$8.04M	2	16.4%	Increased
291	Addenda Capital Montreal, Quebec, Canada	$73.2M	+$2.15M	1	5.15%	Increased
292	Arizona State Retirement System Phoenix, Arizona	$73.2M	-$6.24M	14	0.89%	Reduced
293	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$72.7M	-$5.98M	1	4.55%	Reduced
294	State of Alaska Department of Revenue Juneau, Alaska	$72.7M	-$23.4M	15	0.98%	Reduced
295	Janney Montgomery Scott Philadelphia, Pennsylvania	$72M	+$791K	12	0.52%	Increased
296	Pacer Advisors Malvern, Pennsylvania	$71.7M	+$27.2M	11	1.61%	Increased
297	MetLife Investment Management Whippany, New Jersey	$71.2M	-$891K	17	0.78%	Reduced
298	Thompson Siegel & Walmsley Richmond, Virginia	$71M	-$13.4M	7	1.12%	Reduced
299	AAM Ardevora Asset Management London, United Kingdom	$70.9M	+$18.1M	2	1.97%	Increased
300	Cerity Partners New York	$69.7M	+$1.31M	4	4.09%	Increased