← 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	Jacobs Levy Equity Management Florham Park, New Jersey	$63M	-$3.46M	6	0.55%	Reduced
377	Weiss Multi-Strategy Advisers New York	$62.7M	+$7.79M	7	1.21%	Increased
378	Beck Mack & Oliver New York	$62.5M	-$3.29M	2	2.07%	Reduced
379	Gulf International Bank (UK) London, United Kingdom	$62.2M	-$591K	9	0.81%	Reduced
380	CCLA Investment Management London, United Kingdom	$61.2M	-$6.32M	1	1.38%	Reduced
381	Ninety One (UK) London, United Kingdom	$60.6M	+$28.2M	2	0.19%	Increased
382	Marshall Wace London, United Kingdom	$60.5M	-$2.48M	11	0.33%	Reduced
383	MC MIG Capital Newport Beach, California	$60.3M	+$1.57M	1	5.46%	Increased
384	GW&K Investment Management Boston, Massachusetts	$59.9M	+$4.72M	5	0.63%	Increased
385	MN Services Vermogensbeheer The Hague, Netherlands	$59.8M	+$995K	2	0.42%	Increased
386	Aristotle Capital Management Los Angeles, California	$59.6M	+$3.18M	2	0.15%	Increased
387	SG Americas Securities New York	$59.6M	-$4M	22	0.32%	Reduced
388	Nishkama Capital LLC Dorado, Puerto Rico	$58.4M	+$5.21M	3	10.98%	Increased
389	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$58M	-$12.5M	16	0.58%	Reduced
390	Andra AP-fonden Goteborg, Sweden	$57.7M	+$7.71M	8	1.27%	Increased
391	FAS Formuepleje A/S Aarhus C, Denmark	$56.8M	-$9.32M	2	2.41%	Reduced
392	Mariner Overland Park, Kansas	$56.8M	+$22.2M	7	0.44%	Increased
393	Ferguson Wellman Capital Management Portland, Oregon	$56.7M	+$564K	3	1.39%	Increased
394	LR Library Research Hong Kong	$56.6M	+$53.7M	1	39.41%	New
395	LPAM Legion Partners Asset Management Los Angeles, California	$56.5M	+$2.45M	1	14.71%	Increased
396	Första AP-fonden Stockholm, Sweden	$56.5M	+$11.8M	7	0.85%	Increased
397	Assenagon Asset Management Senningerberg, Luxembourg	$56.5M	-$8.59M	8	0.25%	Reduced
398	MSA Mason Street Advisors Milwaukee, Wisconsin	$56.5M	-$255K	14	0.96%	Reduced
399	PR Payden & Rygel Los Angeles, California	$56M	-$19.2M	2	2.87%	Reduced
400	Regions Financial Corp Birmingham, Alabama	$56M	-$867K	8	0.54%	Reduced