← 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	Temasek Holdings Singapore	$126M	-$129M	4	0.48%	Reduced
377	Bowen Hanes & Co Ponte Vedra Beach, Florida	$126M	-$242K	4	3.18%	Reduced
378	Mutual of America Capital Management New York	$126M	-$3.81M	17	1.36%	Reduced
379	Danica Pension Livsforsikrings Copenhagen V,	$125M	+$3.8M	1	2.1%	Increased
380	Vontobel Holding Zurich, Switzerland	$125M	+$1.29M	20	0.4%	Increased
381	Raiffeisen Bank International Vienna, Austria	$125M	-$6.11M	12	1.85%	Reduced
382	Regions Financial Corp Birmingham, Alabama	$124M	+$742K	12	0.86%	Increased
383	Eastern Bank Boston, Massachusetts	$124M	-$1.44M	10	2.36%	Reduced
384	OP Asset Management Helsinki,	$124M	-$2.25M	11	1.82%	Reduced
385	MCI McDonald Capital Investors Orinda, California	$120M	-$3.41M	1	7.54%	Reduced
386	IFM Investors Melbourne, Australia	$119M	-$6.85M	8	1.14%	Reduced
387	Elliott Investment Management West Palm Beach, Florida	$119M	$0	1	0.66%	Maintained
388	GA GRS Advisors Chicago, Illinois	$118M	-$38M	3	11.34%	Reduced
389	Cookson Peirce & Co Pittsburgh, Pennsylvania	$117M	+$41.8M	7	5.17%	Increased
390	Addenda Capital Montreal, Quebec, Canada	$117M	-$15.6M	1	4.21%	Reduced
391	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$117M	+$92.4M	9	2.56%	Increased
392	Sequoia Financial Advisors Akron, Ohio	$116M	+$21.8M	18	0.8%	Increased
393	Cambridge Investment Research Advisors Fairfield, Iowa	$116M	+$4.01M	27	0.35%	Increased
394	Welch & Forbes Boston, Massachusetts	$116M	+$370K	7	1.45%	Increased
395	Rokos Capital Management (UK) London, United Kingdom	$116M	+$9.31M	2	0.51%	Increased
396	Trillium Asset Management Boston, Massachusetts	$116M	-$698K	4	3.12%	Reduced
397	Gabelli Funds Rye, New York	$116M	+$7.92M	15	0.82%	Increased
398	Great Lakes Advisors Chicago, Illinois	$115M	+$21.6M	10	0.97%	Increased
399	PCM Portolan Capital Management Boston, Massachusetts	$114M	+$22.1M	4	7.16%	Increased
400	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$114M	-$791K	5	8.28%	Reduced