← 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	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$88.5M	+$12.1M	14	0.86%	Increased
327	Acadian Asset Management Boston, Massachusetts	$88.1M	-$24.7M	15	0.36%	Reduced
328	Ceredex Value Advisors Orlando, Florida	$87.6M	+$18.9M	2	1.41%	Increased
329	Fenimore Asset Management Cobleskill, New York	$87.5M	-$9.83M	2	2.18%	Reduced
330	TAM Timucuan Asset Management Jacksonville, Florida	$87.4M	-$752K	1	3.43%	Reduced
331	Pzena Investment Management New York	$87.4M	-$725K	1	0.37%	Reduced
332	MAMHA MY.Alpha Management HK Advisors Hong Kong	$87.2M	-$7.59M	2	39.51%	Reduced
333	Copeland Capital Management Conshohocken, Pennsylvania	$86.9M	+$9.45M	3	1.79%	Increased
334	Första AP-fonden Stockholm, Sweden	$86.9M	+$1.19M	8	0.94%	Increased
335	Paradigm Capital Management Inc Albany, New York	$86.9M	-$12.8K	2	4.97%	Reduced
336	Gabelli Funds Rye, New York	$86.8M	+$1.12M	11	0.66%	Increased
337	Davis Selected Advisers Tucson, Arizona	$86.6M	-$11.8M	4	0.53%	Reduced
338	Heard Capital LLC Chicago, Illinois	$86.4M	+$11.5M	2	6.57%	Increased
339	MAMU Marathon Asset Management (UK) London, United Kingdom	$85.8M	-$1.78M	1	2.41%	Reduced
340	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$85.7M	+$21.3M	2	2.07%	Increased
341	Addenda Capital Montreal, Quebec, Canada	$84M	-$315K	1	3.53%	Reduced
342	KeyBank National Association Cleveland, Ohio	$83.4M	-$1.01M	12	0.38%	Reduced
343	SG Americas Securities New York	$83M	+$36.5M	20	0.63%	Increased
344	Sessa Capital New York	$82.9M	-$11.8M	1	1.17%	Reduced
345	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$82.9M	-$34.9M	4	13.57%	Reduced
346	Guardian Capital (Canada) Toronto, Ontario, Canada	$82.4M	+$12.2M	2	2.64%	Increased
347	MC MIG Capital Newport Beach, California	$82.1M	+$3.77M	2	14.84%	Increased
348	GW&K Investment Management Boston, Massachusetts	$81.9M	-$1.02M	9	0.78%	Reduced
349	Madison Asset Management Madison, Wisconsin	$81.7M	-$584K	3	1.19%	Reduced
350	Douglas Lane & Associates New York	$81.1M	-$2.05M	3	1.31%	Reduced