← 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	SC Schooner Capital Vero Beach, Florida	$74.4M	-$20.7M	1	100%	Reduced
302	LPC Long Pond Capital New York	$73.8M	+$77.4M	1	1.88%	New
303	VanEck Associates New York	$73.7M	+$24.5M	11	0.29%	Increased
304	CC Cannell & Co New York	$72.7M	+$462K	2	2.58%	Increased
305	Arizona State Retirement System Phoenix, Arizona	$72.6M	-$4.79M	14	0.87%	Reduced
306	MetLife Investment Management Whippany, New Jersey	$72.3M	-$1.55M	17	0.75%	Reduced
307	Miller Howard Investments Kingston, New York	$71.2M	-$2.45M	1	2.24%	Reduced
308	Whale Rock Capital Management Boston, Massachusetts	$71.1M	-$23.8K	1	1.21%	Reduced
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$70.6M	+$20.2M	14	0.98%	Increased
310	Hamlin Capital Management New York	$70M	-$586K	1	2.91%	Reduced
311	Hood River Capital Management Palm Beach Gardens, Florida	$69.7M	+$33.9M	3	3.01%	Increased
312	Stockbridge Partners Boston, Massachusetts	$68.4M	$0	1	2.48%	Maintained
313	SRFM Shannon River Fund Management New York	$68.3M	+$10.5M	1	9.11%	Increased
314	Rothschild & Co Asset Management US Stamford, Connecticut	$67.8M	-$2.08M	2	0.7%	Reduced
315	ACB Aristotle Capital Boston Boston, Massachusetts	$67.7M	+$1.06M	2	1.87%	Increased
316	MC MIG Capital Newport Beach, California	$67.3M	+$12.1M	1	7.38%	Increased
317	ZP Zimmer Partners New York	$67M	+$3.74M	4	0.93%	Increased
318	Beck Mack & Oliver New York	$66.9M	-$2.47M	3	2.21%	Reduced
319	Huntington National Bank Columbus, Ohio	$66.7M	+$4.38M	16	1.01%	Increased
320	WCP Waterfront Capital Partners New York	$66.7M	+$41M	3	10.14%	Increased
321	HighTower Advisors Chicago, Illinois	$66.6M	+$10.6M	14	0.39%	Increased
322	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$66.5M	-$1.68M	1	11.38%	Reduced
323	Gotham Asset Management New York	$66.3M	+$20.1M	7	1.22%	Increased
324	Ferguson Wellman Capital Management Portland, Oregon	$66.2M	+$662K	4	1.95%	Increased
325	Creative Planning Overland Park, Kansas	$66.2M	+$668K	14	0.2%	Increased