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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 476 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $44.3M | -$3.97M | 1 | 2.41% | Reduced |
|
| 477 |
Glenview Capital Management
New York
| $44.2M | -$48.9M | 1 | 0.97% | Reduced |
|
| 478 |
Junto Capital Management
New York
| $44.1M | +$23.6M | 1 | 1.22% | Increased |
|
| 479 |
Andra AP-fonden
Goteborg,
Sweden
| $43.9M | +$2.27M | 7 | 1.14% | Increased |
|
| 480 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
| $43.4M | +$1.08M | 5 | 4.66% | Increased |
|
| 481 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| $43.3M | -$4.8M | 6 | 0.7% | Reduced |
|
| 482 |
Verition Fund Management
Greenwich,
Connecticut
| $43.3M | +$2.99M | 16 | 0.6% | Increased |
|
| 483 |
DP
Dearborn Partners
Chicago,
Illinois
| $42.8M | +$1.02M | 3 | 1.69% | Increased |
|
| 484 |
SCH
Sylebra Capital (HK)
Hong Kong
| $42.6M | +$171K | 1 | 1.9% | Increased |
|
| 485 |
Krane Funds Advisors
New York
| $42.5M | -$4.56M | 1 | 1.94% | Reduced |
|
| 486 |
SFG
Sather Financial Group
Victoria,
Texas
| $42.3M | +$1.9M | 1 | 3.67% | Increased |
|
| 487 |
Beck Mack & Oliver
New York
| $42.2M | -$4.74M | 2 | 1.22% | Reduced |
|
| 488 |
VAM
Vert Asset Management
Sausalito,
California
| $41.7M | +$13.4M | 4 | 24.56% | Increased |
|
| 489 |
Stonegate Investment Group
Birmingham,
Alabama
| $41.6M | +$2.82M | 3 | 1.56% | Increased |
|
| 490 |
SIG
Senator Investment Group
New York
| $41.5M | +$42.6M | 1 | 2.27% | New |
|
| 491 |
PFC
Phocas Financial Corp
Alameda,
California
| $41.4M | -$802K | 8 | 5.93% | Reduced |
|
| 492 |
GF
Greenhouse Funds
Baltimore,
Maryland
| $41.4M | -$15.7M | 1 | 3.46% | Reduced |
|
| 493 |
Swiss Life Asset Management
Zurich,
| $41.2M | -$27.5M | 8 | 0.62% | Reduced |
|
| 494 |
SG Americas Securities
New York
| $41.2M | -$4.68M | 27 | 0.48% | Reduced |
|
| 495 |
Woodline Partners
San Francisco,
California
| $41M | -$73.9M | 4 | 0.56% | Reduced |
|
| 496 |
BC
Brahman Capital
New York
| $40.8M | -$13.8M | 1 | 5.02% | Reduced |
|
| 497 |
AIA Group
Hong Kong
| $40.8M | -$5.76M | 3 | 2.21% | Reduced |
|
| 498 |
LGT Group Foundation
Vaduz,
Liechtenstein
| $40.6M | +$4.54M | 5 | 1.17% | Increased |
|
| 499 |
CQS
Credential Qtrade Securities
Vancouver,
| $40.3M | +$1.64M | 4 | 2.68% | Increased |
|
| 500 |
TCM
Tekne Capital Management
New York
| $40M | +$2.69M | 1 | 10.93% | Increased |
|