← 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	Zacks Investment Management Chicago, Illinois	$69.6M	+$1.86M	4	1.1%	Increased
377	Första AP-fonden Stockholm, Sweden	$69.5M	+$1.92M	7	0.79%	Increased
378	SFM Systematic Financial Management Teaneck, New Jersey	$69.3M	+$2.55M	4	2.15%	Increased
379	Moore Capital Management New York	$69.3M	+$56.3M	4	1.06%	Increased
380	AEGON Asset Management (UK) Edinburgh, United Kingdom	$68.9M	+$2.2M	4	0.98%	Increased
381	Qube Research & Technologies (QRT) London, United Kingdom	$68.5M	+$4.71M	17	0.86%	Increased
382	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$68.3M	-$2.7M	1	2.86%	Reduced
383	MLICM Metropolitan Life Insurance Company (MetLife) New York	$68.1M	-$55M	22	0.99%	Reduced
384	Klingenstein Fields & Co New York	$67.9M	-$843K	4	2.9%	Reduced
385	Whittier Trust South Pasadena, California	$67.9M	+$51.6K	11	1.24%	Increased
386	Trillium Asset Management Boston, Massachusetts	$67.9M	+$1.12M	2	1.79%	Increased
387	E. Ohman J:or Asset Management Stockholm, Sweden	$67.6M	-$741K	6	2.13%	Reduced
388	Geneva Capital Management Milwaukee, Wisconsin	$66.3M	-$91.1M	2	1.12%	Reduced
389	Regions Financial Corp Birmingham, Alabama	$66.3M	-$1.11M	12	0.57%	Reduced
390	SGAM Smith Group Asset Management Dallas, Texas	$65.5M	-$4.35M	4	3.32%	Reduced
391	Mutual of America Capital Management New York	$65.4M	-$2.01M	12	0.65%	Reduced
392	OP Oldfield Partners London, United Kingdom	$64.6M	-$7.15M	2	6.92%	Reduced
393	Great Lakes Advisors Chicago, Illinois	$64.4M	+$37.7M	5	1%	Increased
394	Gabelli Funds Rye, New York	$64.1M	+$409K	10	0.42%	Increased
395	FCI Financial Counselors Inc Overland Park, Kansas	$63.8M	+$1.46M	5	1.37%	Increased
396	PS Presima Securities Montreal, Quebec, Canada	$63.8M	-$16.8M	2	11.41%	Reduced
397	SFG Sather Financial Group Victoria, Texas	$63.6M	+$740K	3	6.48%	Increased
398	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$63.5M	+$393K	15	0.59%	Increased
399	Cubist Systematic Strategies Stamford, Connecticut	$63M	-$15.3M	26	0.79%	Reduced
400	Pendal Group Sydney, Australia	$62.8M	+$33.4M	8	0.52%	Increased