← 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
451	Palisade Capital Management Fort Lee, New Jersey	$20.4M	-$1.03M	2	0.49%	Reduced
452	ExxonMobil Investment Management Irving, Texas	$20M	-$612K	4	0.45%	Reduced
453	Mutual of America Capital Management New York	$19.9M	-$139K	5	0.47%	Reduced
454	Coatue Management New York	$19.8M	+$17.4M	1	0.25%	New
455	GC Globeflex Capital San Diego, California	$19.7M	-$612K	6	2.14%	Reduced
456	PRCM Pine River Capital Management Minnetonka, Minnesota	$19.6M	+$13.1M	3	0.3%	Increased
457	BCM Boltwood Capital Management Walnut Creek, California	$19.4M	$0	1	5.73%	Maintained
458	Fjarde Ap-fonden Stockholm, Sweden	$19.4M	-$988K	6	0.38%	Reduced
459	Janney Montgomery Scott Philadelphia, Pennsylvania	$19.3M	+$1.91M	6	0.42%	Increased
460	BII Baring International Investment London, United Kingdom	$19.3M	-$2.33M	2	1.23%	Reduced
461	SAM Sandell Asset Management New York	$19.1M	-$30.7M	2	3.53%	Reduced
462	Oppenheimer & Co New York	$19.1M	-$1.61M	8	0.57%	Reduced
463	AIM Allen Investment Management New York	$18.8M	+$8.53M	1	1.97%	Increased
464	Royal London Asset Management United Kingdom	$18.7M	-$92.1K	5	0.43%	Reduced
465	SCM Stevens Capital Management Radnor, Pennsylvania	$18.7M	+$11.4M	7	0.5%	Increased
466	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$18.7M	-$1.31M	7	0.27%	Reduced
467	Sarasin & Partners London, United Kingdom	$18.6M	-$3.36M	3	0.26%	Reduced
468	AIM Avity Investment Management Greenwich, Connecticut	$18.5M	+$833K	1	3.18%	Increased
469	DSI Daiwa SB Investments Tokyo, Japan	$18.4M	+$1.05M	2	2.33%	Increased
470	TCG Tremblant Capital Group West Palm Beach, Florida	$18.4M	-$15.5M	1	0.7%	Reduced
471	ICP Indus Capital Partners New York	$18.3M	+$9.8M	1	2.69%	Increased
472	FM Forward Management San Francisco, California	$18.1M	-$46M	6	1.05%	Reduced
473	ACM Azentus Capital Management Hong Kong	$18M	-$2.65M	1	9.77%	Reduced
474	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$17.9M	+$452K	2	8.51%	Increased
475	Weiss Multi-Strategy Advisers New York	$17.8M	-$1.07M	4	0.39%	Reduced