← 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
476	Dai-ichi Life Insurance Company Tokyo, Japan	$45.4M	-$3.69M	6	0.72%	Reduced
477	Steward Partners Investment Advisory New York	$45.3M	+$1.79M	22	0.7%	Increased
478	TPC Tiger Pacific Capital New York	$45.3M	+$45.1M	2	7.87%	New
479	IFM Investors Melbourne, Australia	$45M	+$7.95M	7	0.7%	Increased
480	Oregon Public Employees Retirement Fund Tigard, Oregon	$45M	-$5.27M	13	0.46%	Reduced
481	LR Library Research Hong Kong	$45M	+$12.1M	1	36.3%	Increased
482	SCH Sylebra Capital (HK) Hong Kong	$44.9M	-$3.68M	1	1.94%	Reduced
483	ECA Endeavour Capital Advisors Greenwich, Connecticut	$44.9M	-$8.29M	3	7.13%	Reduced
484	Obermeyer Wealth Partners Aspen, Colorado	$44.6M	+$735K	6	2.67%	Increased
485	Brinker Capital Investments Berwyn, Pennsylvania	$44.6M	-$4.84M	16	0.69%	Reduced
486	Mercer Global Advisors Denver, Colorado	$43.6M	+$4.73M	14	0.26%	Increased
487	SGAM Smith Group Asset Management Dallas, Texas	$43.4M	-$2.02M	3	2.29%	Reduced
488	UMB Bank Kansas City, Missouri	$43.1M	+$398K	16	0.57%	Increased
489	MIM Manitou Investment Management Toronto, Ontario, Canada	$42.9M	+$2.4M	1	6.59%	Increased
490	PIM Platinum Investment Management Sydney Australia 2000, Australia	$42.9M	+$266K	1	1.32%	Increased
491	Crossmark Global Holdings Houston, Texas	$42.5M	-$1.74M	16	0.95%	Reduced
492	LI Leeward Investments Boston, Massachusetts	$42M	+$43.7M	3	1.66%	New
493	ESBC E.S. Barr & Co Lexington, Kentucky	$41.9M	-$445K	1	2.87%	Reduced
494	Kennedy Capital Management St Louis, Missouri	$41.9M	-$1.93M	5	0.99%	Reduced
495	CA Capitolis Advisors New York	$41.7M	-$237M	2	2.1%	Reduced
496	GAMCO Investors Greenwich, Connecticut	$41.3M	-$3.68M	4	0.37%	Reduced
497	MSL Mackay Shields LLC New York	$41.2M	-$1.54M	6	0.36%	Reduced
498	GF Greenhouse Funds Baltimore, Maryland	$41.1M	+$1.48M	1	4.15%	Increased
499	Penserra Capital Management Orinda, California	$40.5M	-$7.35M	18	0.96%	Reduced
500	Gradient Investments Arden Hills, Minnesota	$40.5M	+$12.1M	9	1.04%	Increased