← 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	Brandes Investment Partners La Jolla, California	$68.9M	-$18.5M	2	1.78%	Reduced
302	LPL Financial San Diego, California	$68.6M	+$13M	18	0.14%	Increased
303	Mairs & Power Inc St Paul, Minnesota	$68.5M	+$14M	1	0.83%	Increased
304	Mitsubishi UFJ Asset Management Tokyo, Japan	$68.1M	+$10.2M	11	1.11%	Increased
305	Rothschild & Co Asset Management US Stamford, Connecticut	$67.7M	-$29.6M	2	0.73%	Reduced
306	Stockbridge Partners Boston, Massachusetts	$67.5M	+$1.2M	1	2.68%	Increased
307	CA Cortland Advisers Wilmington, Delaware	$67.3M	$0	1	3.08%	Maintained
308	Ferguson Wellman Capital Management Portland, Oregon	$67.2M	+$7.84M	4	2.14%	Increased
309	Jacobs Levy Equity Management Florham Park, New Jersey	$66.1M	+$1.79M	9	0.81%	Increased
310	CC Cannell & Co New York	$66M	-$2.04M	2	2.5%	Reduced
311	ESCM Echo Street Capital Management New York	$65.3M	-$35.6M	1	1.11%	Reduced
312	Impax Asset Management Group London, United Kingdom	$65.2M	-$1.97M	7	0.85%	Reduced
313	Fjarde Ap-fonden Stockholm, Sweden	$65M	+$95.6K	7	0.85%	Increased
314	Miller Howard Investments Kingston, New York	$64.8M	-$5.33M	1	2.02%	Reduced
315	Fisher Asset Management Camas, Washington	$63.3M	-$1.36M	6	0.07%	Reduced
316	United Capital Financial Advisors Irving, Texas	$63.2M	-$4.93M	8	0.44%	Reduced
317	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$62.6M	-$316K	1	11.32%	Reduced
318	Beck Mack & Oliver New York	$62.4M	-$4.4M	3	2.2%	Reduced
319	Whale Rock Capital Management Boston, Massachusetts	$62.1M	-$58.9K	1	1.15%	Reduced
320	MICM Matthews International Capital Management San Francisco, California	$62M	-$3.26M	2	2.77%	Reduced
321	Hamlin Capital Management New York	$62M	-$3.52M	1	2.79%	Reduced
322	KeyBank National Association Cleveland, Ohio	$61.7M	-$1.14M	9	0.35%	Reduced
323	Saturna Capital Bellingham, Washington	$61.2M	+$105K	3	1.78%	Increased
324	KM Kylin Management New York	$60.9M	-$10.2M	1	17.43%	Reduced
325	EP Elkfork Partners Portland, Oregon	$60.7M	-$380K	11	1.48%	Reduced