← 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
376	GH GAM Holding Zurich, Switzerland	$26.2M	+$6.5M	11	0.49%	Increased
377	Allstate Corporation Northbrook, Illinois	$26M	+$8.18M	1	1.01%	Increased
378	Ferguson Wellman Capital Management Portland, Oregon	$26M	+$9.64M	4	1.29%	Increased
379	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$25.9M	+$23.5M	2	0.97%	Increased
380	VanEck Associates New York	$25.5M	-$5.17M	3	0.13%	Reduced
381	OAM Origin Asset Management London, United Kingdom	$25.2M	+$6.03M	1	1.88%	Increased
382	LBG Lloyds Banking Group London, United Kingdom	$25.1M	-$1.7M	4	0.26%	Reduced
383	Samlyn Capital New York	$25.1M	+$24.5M	1	0.7%	New
384	Aperio Group Sausalito, California	$25.1M	+$3.54M	11	0.48%	Increased
385	Lyrical Asset Management New York	$24.8M	+$5.22M	1	2.91%	Increased
386	AWCI Alpine Woods Capital Investors Purchase, New York	$24.6M	+$3.46M	4	1.51%	Increased
387	CGM Capital Growth Management Boston, Massachusetts	$24.5M	+$24.5M	1	0.66%	New
388	TSU TD Securities (USA) New York	$24.4M	+$131K	4	0.47%	Increased
389	Aberdeen Asset Management Aberdeen, United Kingdom	$24.3M	+$8.62M	5	0.07%	Increased
390	Kennedy Capital Management St Louis, Missouri	$24.2M	+$146K	5	0.47%	Increased
391	ECM Estabrook Capital Management New York	$24M	-$1.74M	2	2.62%	Reduced
392	AC Apex Capital Orinda, California	$23.9M	+$23.6M	1	1.72%	New
393	OC Oakmont Corp Los Angeles, California	$23.7M	+$23.1M	1	5.42%	New
394	AP Alydar Partners Boston, Massachusetts	$23.6M	-$37.9M	1	1.97%	Reduced
395	HCMT Highland Capital Management (Texas) Dallas, Texas	$23.2M	+$5.19M	2	1.5%	Increased
396	O'Shaughnessy Asset Management Stamford, Connecticut	$23M	+$4.53M	8	0.55%	Increased
397	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23M	-$679K	7	0.5%	Reduced
398	Confluence Investment Management St. Louis, Missouri	$22.9M	+$2.3M	1	1.42%	Increased
399	Mitsubishi UFJ Asset Management Tokyo, Japan	$22.8M	+$81.7K	9	0.6%	Increased
400	SCM SKBA Capital Management San Francisco, California	$22.8M	-$4.46M	2	2.77%	Reduced