← 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
351	Nishkama Capital LLC Dorado, Puerto Rico	$78.8M	+$527K	1	22.35%	Increased
352	Creative Planning Overland Park, Kansas	$78.7M	+$3.02M	25	0.12%	Increased
353	Summit Partners Public Asset Management Boston, Massachusetts	$78.5M	+$70.4M	1	2.79%	New
354	TT International Asset Management London, United Kingdom	$78M	+$2.89M	1	5.47%	Increased
355	Arrowstreet Capital Boston, Massachusetts	$77.6M	-$161M	10	0.1%	Reduced
356	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$76.2M	+$4.41M	14	0.74%	Increased
357	Fjarde Ap-fonden Stockholm, Sweden	$76.1M	-$11.5M	7	0.75%	Reduced
358	Intact Investment Management Montreal, Quebec, Canada	$75.9M	+$2.55M	3	1.93%	Increased
359	Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$75.8M	-$2.25M	1	4.97%	Reduced
360	IP Interval Partners New York	$75.7M	-$4.62M	3	3.69%	Reduced
361	Klingenstein Fields & Co New York	$75.2M	-$695K	4	3.22%	Reduced
362	Nissay Asset Management Tokyo, Japan	$74.6M	+$754K	9	0.65%	Increased
363	Beck Mack & Oliver New York	$73.7M	-$868K	2	1.85%	Reduced
364	SFM Systematic Financial Management Teaneck, New Jersey	$73.5M	+$3.2M	4	2.29%	Increased
365	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$73M	-$6.01M	9	0.43%	Reduced
366	SRFM Shannon River Fund Management New York	$73M	-$22.8M	1	8.1%	Reduced
367	Onex Canada Asset Management Toronto, Ontario, Canada	$72.6M	-$62.4K	1	3.16%	Reduced
368	CMG Cavalry Management Group San Francisco, California	$72.4M	+$37.7M	1	5.53%	Increased
369	LPAM Legion Partners Asset Management Los Angeles, California	$72.3M	$0	1	13.27%	Maintained
370	Hardman Johnston Global Advisors Stamford, Connecticut	$72.1M	-$764K	3	2.32%	Reduced
371	Welch & Forbes Boston, Massachusetts	$72M	+$1.84M	3	1.13%	Increased
372	Two Sigma Investments New York	$71M	-$106M	10	0.21%	Reduced
373	Artemis Investment Management Edinburgh, United Kingdom	$70.7M	+$33.6M	3	0.57%	Increased
374	Trillium Asset Management Boston, Massachusetts	$70.5M	-$4.86M	2	1.88%	Reduced
375	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$70M	-$11M	4	2.14%	Reduced