← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$29.8M	-$1.11M	8	0.36%	Reduced
377	Rockefeller Financial Services New York	$29.7M	-$357K	5	0.58%	Reduced
378	Castleark Management Chicago, Illinois	$29.7M	+$4.57M	4	0.93%	Increased
379	SCCM Schafer Cullen Capital Management New York	$29.5M	-$4.35M	2	0.36%	Reduced
380	Bridgeway Capital Management Houston, Texas	$28.8M	+$8.24M	9	0.48%	Increased
381	Hancock Whitney Gulfport, Mississippi	$28.6M	+$12.9M	3	1.2%	Increased
382	Haverford Trust Company Radnor, Pennsylvania	$28.6M	-$33.2M	2	0.74%	Reduced
383	Putnam Investments Boston, Massachusetts	$28.4M	-$5.45M	10	0.07%	Reduced
384	Advisors Asset Management Monument, Colorado	$28.3M	-$1.22M	11	0.47%	Reduced
385	Cambiar Investors Denver, Colorado	$28.1M	+$310K	1	0.4%	Increased
386	MC MIG Capital Newport Beach, California	$28.1M	$0	1	6.06%	Maintained
387	BREA Barings Real Estate Advisers Hartford, Connecticut	$28M	+$5.56M	4	13.65%	Increased
388	Meag Munich Ergo Munich, Germany	$27.9M	+$3.67M	4	1.44%	Increased
389	Creative Planning Overland Park, Kansas	$27.5M	+$102K	20	0.21%	Increased
390	Fjarde Ap-fonden Stockholm, Sweden	$27.2M	+$3.48M	7	0.63%	Increased
391	Private Management Group Irvine, California	$27.1M	+$6.65M	2	1.74%	Increased
392	Nisa Investment Advisors St. Louis, Missouri	$27M	+$1.49K	13	0.39%	Increased
393	PAM Prudence Asset Management Hong Kong	$26.8M	+$2.56M	1	26.57%	Increased
394	SIM Sadoff Investment Management Milwaukee, Wisconsin	$26.7M	-$135K	1	3.23%	Reduced
395	Fifth Third Bancorp Cincinnati, Ohio	$26.6M	+$11.2M	15	0.23%	Increased
396	FI Fosun International Hong Kong, China	$26.4M	$0	1	1.88%	Maintained
397	Mitsubishi UFJ Asset Management Tokyo, Japan	$26.4M	+$2.79M	8	0.71%	Increased
398	O'Shaughnessy Asset Management Stamford, Connecticut	$26.3M	+$12.1M	12	0.66%	Increased
399	TAM Tiverton Asset Management Wilimington, Delaware	$26.2M	-$1.1M	3	0.89%	Reduced
400	Chilton Capital Management Houston, Texas	$26.2M	+$2.29M	2	2.63%	Increased