← 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	SFM Systematic Financial Management Teaneck, New Jersey	$103M	-$20M	4	3.14%	Reduced
352	Bowen Hanes & Co Ponte Vedra Beach, Florida	$103M	-$706K	4	2.85%	Reduced
353	Addenda Capital Montreal, Quebec, Canada	$102M	-$2.96M	1	3.99%	Reduced
354	Hardman Johnston Global Advisors Stamford, Connecticut	$102M	-$40M	3	3.93%	Reduced
355	Verition Fund Management Greenwich, Connecticut	$102M	+$19.7M	25	0.56%	Increased
356	Marex Group London,	$101M	+$70.5M	13	2.7%	Increased
357	Johnson Investment Counsel Cincinnati, Ohio	$101M	-$2.43M	11	1.06%	Reduced
358	Yousif Capital Management Bloomfield Hills, Michigan	$101M	-$3.66M	18	1.14%	Reduced
359	Gotham Asset Management New York	$99.8M	+$16.2M	15	1.29%	Increased
360	BC BIT Capital Berlin, Germany	$99.3M	-$29.5M	7	7.77%	Reduced
361	Moran Wealth Management Naples, Florida	$99.2M	+$16.6M	9	3.27%	Increased
362	New York Life Investment Management New York	$98.8M	+$3.8M	11	0.99%	Increased
363	FCI Financial Counselors Inc Overland Park, Kansas	$98.6M	-$1.69M	5	1.59%	Reduced
364	BRIM Broad Run Investment Management Arlington, Virginia	$98M	-$947K	2	13.42%	Reduced
365	SIG Senator Investment Group New York	$94.6M	-$71.8M	5	4.61%	Reduced
366	Pathstone Holdings Englewood, New Jersey	$94.5M	-$1.33M	20	0.43%	Reduced
367	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$93.6M	+$4.32M	26	0.09%	Increased
368	O'Shaughnessy Asset Management Stamford, Connecticut	$93.5M	+$1M	20	0.97%	Increased
369	SSM Sound Shore Management Greenwich, Connecticut	$92.7M	-$34.4M	1	3.09%	Reduced
370	R.M. Davis Inc Portland, Maine	$92.6M	-$871K	4	1.88%	Reduced
371	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$92.1M	-$27.6M	7	3.79%	Reduced
372	Factory Mutual Insurance Waltham, Massachusetts	$91M	-$16.4M	3	1.04%	Reduced
373	Cambridge Investment Research Advisors Fairfield, Iowa	$90.5M	+$5.34M	25	0.33%	Increased
374	AMF Tjänstepension Stockholm, Sweden	$90M	-$569M	3	0.67%	Reduced
375	Calamos Advisors Naperville, Illinois	$89.4M	-$22.4M	13	0.4%	Reduced