← 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	AG Aravt Global New York	$31.4M	-$1.42M	1	6.18%	Reduced
452	Första AP-fonden Stockholm, Sweden	$31.2M	+$7.51M	9	1.3%	Increased
453	JCM Janney Capital Management Pittsburgh, Pennsylvania	$31.2M	-$1.24M	3	1.74%	Reduced
454	Hood River Capital Management Palm Beach Gardens, Florida	$31.1M	+$24.8M	2	1.59%	Increased
455	Bridgeway Capital Management Houston, Texas	$31M	-$30M	4	0.43%	Reduced
456	Amalgamated Bank New York	$31M	+$1.65M	15	0.65%	Increased
457	OAM Oxford Asset Management Oxford, United Kingdom	$30.8M	-$30.2M	11	0.74%	Reduced
458	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$30.5M	$0	1	12.56%	Maintained
459	Chicago Capital Chicago, Illinois	$30.3M	+$7.44K	2	2.03%	Increased
460	ESBC E.S. Barr & Co Lexington, Kentucky	$30.3M	-$357K	1	3%	Reduced
461	Aristotle Capital Management Los Angeles, California	$30.1M	+$14.3M	2	0.16%	Increased
462	SAM Shell Asset Management The Hague, Netherlands	$30M	-$104K	11	0.69%	Reduced
463	FCM Flinton Capital Management Philadelphia, Pennsylvania	$30M	+$1.5M	11	0.93%	Increased
464	Kennedy Capital Management St Louis, Missouri	$29.8M	-$6.07M	5	0.74%	Reduced
465	Rafferty Asset Management New York	$29.7M	-$6.14M	7	0.46%	Reduced
466	Nissay Asset Management Tokyo, Japan	$29.7M	+$4.21M	9	0.73%	Increased
467	Nicholas Company Milwaukee, Wisconsin	$29.6M	-$843K	3	0.67%	Reduced
468	BFS Baskin Financial Services Toronto, Ontario, Canada	$29.2M	+$707K	1	4.79%	Increased
469	Azimuth Capital Management Bloomfield Hills, Michigan	$28.6M	+$1.34M	6	1.87%	Increased
470	PineBridge Investments New York	$28.6M	+$6.02M	12	0.46%	Increased
471	Norinchukin Bank Tokyo, Japan	$28.6M	+$1.05M	6	0.4%	Increased
472	ICOM Investment Counselors of Maryland Baltimore, Maryland	$28.4M	-$63.4K	3	1.32%	Reduced
473	Ladenburg Thalmann Financial Services Miami, Florida	$28.4M	+$2.1M	29	0.2%	Increased
474	Moore Capital Management New York	$28.3M	-$17.9M	2	1.13%	Reduced
475	Signature Estate & Investment Advisors Los Angeles, California	$28.2M	+$38.5K	1	1.88%	Increased