← 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	Cooperman Leon G	$40M	+$400K	1	2.48%	Increased
477	Ninety One (UK) London, United Kingdom	$39.8M	+$798K	3	0.13%	Increased
478	MIM Manitou Investment Management Toronto, Ontario, Canada	$39.3M	-$2.5M	1	6.96%	Reduced
479	MN Services Vermogensbeheer The Hague, Netherlands	$39.2M	-$6.22M	2	0.44%	Reduced
480	DP Dearborn Partners Chicago, Illinois	$39.2M	-$1.41M	3	1.58%	Reduced
481	AHC Adell Harriman & Carpenter Houston, Texas	$39.1M	+$2.57M	5	4.5%	Increased
482	SFG Sather Financial Group Victoria, Texas	$39.1M	-$9.49M	1	3.21%	Reduced
483	PWAM Park West Asset Management San Francisco, California	$38.9M	+$13.4M	1	3.8%	Increased
484	OMC Oasis Management Company Grand Cayman, Cayman Islands	$38.3M	+$47.8K	4	7.61%	Increased
485	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$37.7M	+$38.7M	1	2.88%	Increased
486	CQS Credential Qtrade Securities Vancouver,	$37.4M	-$8.29M	4	2.68%	Reduced
487	Moran Wealth Management Naples, Florida	$37.4M	+$37M	4	1.42%	New
488	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$37.2M	-$6.91M	1	1.52%	Reduced
489	PFC Phocas Financial Corp Alameda, California	$37.1M	-$1.55M	8	5.34%	Reduced
490	Andra AP-fonden Goteborg, Sweden	$37.1M	+$9.68M	7	1.12%	Increased
491	TCM Tributary Capital Management Omaha, Nebraska	$37M	-$3.68M	2	3.69%	Reduced
492	Obermeyer Wealth Partners Aspen, Colorado	$36.7M	-$886K	4	2.78%	Reduced
493	Vident Investment Advisory Alpharetta, Georgia	$36.7M	-$3.18M	25	1.38%	Reduced
494	LCP LGT Capital Partners Pfaeffikon, Switzerland	$36.6M	-$609K	3	1.07%	Reduced
495	ING Group Amsterdam, Netherlands	$36.5M	+$5.44M	4	0.37%	Increased
496	Czech National Bank Prague, Czech Republic	$35.7M	+$2.67M	7	0.95%	Increased
497	CGIM Capital Group Investment Management Raffles Quay, Singapore	$35.7M	+$35.3M	2	1.37%	New
498	MAI Capital Management Independence, Ohio	$35.2M	+$818K	7	0.59%	Increased
499	Stonegate Investment Group Birmingham, Alabama	$35.1M	-$102K	4	1.51%	Reduced
500	Baupost Group Boston, Massachusetts	$35M	-$1.14M	1	0.57%	Reduced