← 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
426	Danica Pension Livsforsikrings Copenhagen V,	$77.1M	+$67.5M	2	1.71%	New
427	Kestra Advisory Services Austin, Texas	$76.4M	+$22.9M	17	0.51%	Increased
428	NIMI Natixis Investment Managers International Paris, France	$76.3M	+$6.44M	6	5.2%	Increased
429	E. Ohman J:or Asset Management Stockholm, Sweden	$75.8M	-$2.06M	7	1.93%	Reduced
430	Ceredex Value Advisors Orlando, Florida	$75.7M	+$13.9M	3	1.32%	Increased
431	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$75.2M	-$451K	4	1.2%	Reduced
432	ZCM Ziegler Capital Management Chicago, Illinois	$75M	+$22.2M	6	2.86%	Increased
433	BFM Blacksheep Fund Management Co. Dublin, Ireland	$74.9M	-$30.3M	1	50.32%	Reduced
434	UMB Bank Kansas City, Missouri	$74.7M	-$24.1M	17	1.18%	Reduced
435	Klingenstein Fields & Co New York	$74.7M	-$2.34M	3	3.1%	Reduced
436	Vontobel Holding Zurich, Switzerland	$73.7M	-$35.6M	17	0.59%	Reduced
437	Hantz Financial Services Southfield, Michigan	$73.6M	-$4.83M	11	1.43%	Reduced
438	SurgoCap Partners New York	$73.4M	+$56.4M	1	3.94%	New
439	CT Cambridge Trust Cambridge, Massachusetts	$73.2M	-$3.51M	6	2.77%	Reduced
440	Channing Capital Management Chicago, Illinois	$73.2M	+$8.85M	1	1.96%	Increased
441	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$72.6M	+$795K	2	3.61%	Increased
442	JLBC J.L. Bainbridge & Co Sarasota, Florida	$72.5M	-$290K	2	7.72%	Reduced
443	HCM Harspring Capital Management New York	$72.5M	+$6.61M	1	17.11%	Increased
444	USS Investment Management London, United Kingdom	$71.9M	+$2.8M	8	0.59%	Increased
445	DnB Asset Management Oslo, Norway	$71.7M	-$12.5M	7	0.37%	Reduced
446	Huntington National Bank Columbus, Ohio	$71.5M	+$862K	27	0.58%	Increased
447	JSC J. Stern & Co London, United Kingdom	$71M	+$12.5M	1	8.98%	Increased
448	IFM Investors Melbourne, Australia	$71M	+$6.61M	8	0.77%	Increased
449	SLF Sun Life Financial Toronto, Ontario, Canada	$71M	+$566K	2	4.47%	Increased
450	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$71M	-$7.04M	4	0.88%	Reduced