← 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
301	Winton Group London, United Kingdom	$65.2M	-$1.32M	7	1.31%	Reduced
302	Addenda Capital Montreal, Quebec, Canada	$64.4M	+$115K	1	4.67%	Increased
303	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$63.5M	-$37.4M	10	0.61%	Reduced
304	Fjarde Ap-fonden Stockholm, Sweden	$62.7M	+$10.8M	7	0.79%	Increased
305	Capital Guardian Trust Los Angeles, California	$62.2M	+$39.8M	6	0.83%	Increased
306	SFM Systematic Financial Management Teaneck, New Jersey	$61.6M	-$14.7M	5	2.11%	Reduced
307	CC Cannell & Co New York	$61.6M	-$295K	2	2.38%	Reduced
308	EP Elkfork Partners Portland, Oregon	$61.2M	+$11.9M	12	1.54%	Increased
309	Natixis Paris, France	$61M	+$27.9M	4	0.38%	Increased
310	FAS Formuepleje A/S Aarhus C, Denmark	$60.7M	-$594K	1	5.4%	Reduced
311	United Capital Financial Advisors Irving, Texas	$60.3M	+$59.5K	8	0.42%	Increased
312	South Texas Money Management San Antonio, Texas	$59.6M	-$491K	3	2.57%	Reduced
313	Mairs & Power Inc St Paul, Minnesota	$58.1M	-$138K	1	0.71%	Reduced
314	Impax Asset Management Group London, United Kingdom	$57.8M	+$10.7M	6	0.8%	Increased
315	Gateway Investment Advisers Cincinnati, Ohio	$57.7M	-$2.56M	7	0.51%	Reduced
316	SJIC St. James Investment Company Southlake, Texas	$57.6M	-$2.18M	1	5.28%	Reduced
317	KM Kylin Management New York	$57.4M	+$17M	1	11.95%	Increased
318	ALPS Advisors Denver, Colorado	$57.3M	-$5.87M	13	0.41%	Reduced
319	FI Fosun International Hong Kong, China	$57.2M	-$39.4M	2	3.63%	Reduced
320	OAM Oxford Asset Management Oxford, United Kingdom	$56.9M	+$16.2M	13	1.24%	Increased
321	SIC Schwartz Investment Counsel Plymouth, Michigan	$56.8M	-$9.94M	3	3.04%	Reduced
322	SGAM Smith Group Asset Management Dallas, Texas	$56.7M	+$27.4M	5	1.84%	Increased
323	Jacobs Levy Equity Management Florham Park, New Jersey	$56.2M	-$2.55M	7	0.81%	Reduced
324	Point72 Asset Management Stamford, Connecticut	$56.1M	+$30.8M	7	0.25%	Increased
325	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$56M	+$896K	1	10.16%	Increased