← 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	Mairs & Power Inc St Paul, Minnesota	$123M	-$569K	1	1.28%	Reduced
327	1WCM 12 West Capital Management New York	$123M	-$22.6M	1	18.19%	Reduced
328	CAM Contour Asset Management New York	$123M	+$138M	1	5.12%	New
329	PineBridge Investments New York	$122M	+$36.4M	10	0.97%	Increased
330	Elliott Investment Management West Palm Beach, Florida	$122M	+$135M	1	0.81%	New
331	NHAS Novo Holdings A/S Hellerup, Denmark	$122M	-$26.5M	1	9.29%	Reduced
332	LBP AM Paris, France	$122M	+$52.7M	6	1.88%	Increased
333	HS Hazelview Securities Toronto, Ontario, Canada	$122M	-$3.47M	3	22.14%	Reduced
334	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$121M	-$8.57M	12	1.69%	Reduced
335	Zurich Insurance Group Zurich, Switzerland	$120M	-$4.86M	4	0.97%	Reduced
336	IFM Investors Melbourne, Australia	$117M	-$8.69M	8	1.27%	Reduced
337	Candriam SCA Strassen, Luxembourg, Luxembourg	$116M	+$1.81M	10	0.73%	Increased
338	Johnson Investment Counsel Cincinnati, Ohio	$115M	+$7.91M	10	1.11%	Increased
339	MUFG Securities (Canada) New York	$114M	-$107K	1	3.99%	Reduced
340	Vident Advisory Alpharetta, Georgia	$114M	+$16.5M	29	1.67%	Increased
341	TAM Thematics Asset Management Paris, France	$114M	+$20.6M	5	5.76%	Increased
342	Whale Rock Capital Management Boston, Massachusetts	$113M	+$28.4M	2	1.96%	Increased
343	Whittier Trust South Pasadena, California	$113M	+$1.46M	16	1.57%	Increased
344	Amalgamated Bank New York	$113M	+$76.7K	27	0.96%	Increased
345	PS Presima Securities Montreal, Quebec, Canada	$112M	+$23.2M	3	25.05%	Increased
346	Eastern Bank Boston, Massachusetts	$112M	-$2.05M	10	2.18%	Reduced
347	Driehaus Capital Management Chicago, Illinois	$111M	-$433M	4	1.07%	Reduced
348	Bowen Hanes & Co Ponte Vedra Beach, Florida	$111M	-$9.62M	5	3.1%	Reduced
349	Fiduciary Management Inc Milwaukee, Wisconsin	$111M	+$37M	1	1.07%	Increased
350	Segall Bryant & Hamill Chicago, Illinois	$111M	-$16.4M	12	1.7%	Reduced