← 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
326	SCM SKBA Capital Management San Francisco, California	$44M	+$116K	2	3.44%	Increased
327	Scotia Capital Toronto, Ontario, Canada	$44M	+$1.01M	2	0.88%	Increased
328	W.H. Reaves & Co Jersey City, New Jersey	$43.8M	+$17.4M	1	1.57%	Increased
329	Hillhouse Investment Management Grand Cayman, Cayman Islands	$43.7M	$0	1	0.67%	Maintained
330	KBC Group Brussels, Belgium	$43.4M	+$22.7M	13	0.56%	Increased
331	State of Michigan Retirement System Lansing, Michigan	$43.2M	+$136K	5	0.3%	Increased
332	Granahan Investment Management Waltham, Massachusetts	$43.2M	-$923K	3	1.22%	Reduced
333	HCM HMI Capital Management San Francisco, California	$42.8M	+$6.81M	1	16.39%	Increased
334	AC Ascend Capital Orinda, California	$42.8M	+$32.2M	2	1.41%	Increased
335	CCM Cadian Capital Management New York	$41.8M	+$12.8M	1	1.23%	Increased
336	SCCM Schafer Cullen Capital Management New York	$41.8M	-$3.38M	2	0.43%	Reduced
337	SFM Systematic Financial Management Teaneck, New Jersey	$41.5M	+$2.74M	3	0.36%	Increased
338	Zacks Investment Management Chicago, Illinois	$41.3M	+$768K	3	1.31%	Increased
339	SLCM Seven Locks Capital Management New York	$41.3M	-$8.7M	2	10.19%	Reduced
340	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$40.6M	+$836K	6	0.11%	Increased
341	HCCM Herring Creek Capital Management Stamford, Connecticut	$40M	-$899K	2	10.34%	Reduced
342	MLICM Metropolitan Life Insurance Company (MetLife) New York	$40M	+$6.12M	15	0.28%	Increased
343	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$39.8M	-$8.95M	1	0.58%	Reduced
344	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$39.7M	+$197K	1	6.98%	Increased
345	RIM Ranger Investment Management Dallas, Texas	$39.5M	+$39.6M	2	1.92%	Increased
346	CAM Cortina Asset Management Milwaukee, Wisconsin	$39.4M	-$2.44M	5	1.74%	Reduced
347	Envestnet Asset Management Chicago, Illinois	$38.4M	+$9.9M	14	0.18%	Increased
348	LSCM Light Street Capital Management Palo Alto, California	$38M	$0	1	5.25%	Maintained
349	Saturna Capital Bellingham, Washington	$37.5M	+$642K	5	1.05%	Increased
350	SCM Stevens Capital Management Radnor, Pennsylvania	$37.2M	+$22.1M	7	1.34%	Increased