← 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
526	LCP Lombardia Capital Partners Pasadena, California	$12.1M	+$11.6M	1	0.41%	New
527	Brandywine Global Investment Management Philadelphia, Pennsylvania	$12.1M	+$11.6M	5	0.12%	New
528	RG Renaissance Group Covington, Kentucky	$12M	+$11.2M	1	0.55%	New
529	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12M	+$11.5M	1	3.51%	New
530	Vaughan Nelson Investment Management Houston, Texas	$11.8M	+$11.7M	1	0.22%	New
531	NPPM North Point Portfolio Managers Orange Village, Ohio	$11.7M	+$11.3M	1	2.94%	New
532	SM Selkirk Management Chatham, New Jersey	$11.5M	+$13.8M	2	10.18%	New
533	LSCM Light Street Capital Management Palo Alto, California	$11.4M	+$10.4M	2	4.86%	New
534	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$11.2M	+$10.7M	2	0.75%	New
535	Copeland Capital Management Conshohocken, Pennsylvania	$11.2M	+$11.9M	1	2.01%	New
536	TC Towle & Co Denver, Colorado	$11.1M	+$10.3M	1	2.72%	New
537	BPBT Boston Private Bank & Trust Boston, Massachusetts	$10.9M	+$10.8M	6	0.64%	New
538	HSS Harrison Street Securities Chicago, Illinois	$10.9M	+$12.5M	2	7.4%	New
539	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$10.9M	+$11.4M	3	1.32%	New
540	AIM Avity Investment Management Greenwich, Connecticut	$10.8M	+$10.4M	1	2.32%	New
541	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.8M	+$11.6M	7	0.42%	New
542	Mirae Asset Global Investments Seoul, South Korea	$10.8M	+$11M	6	0.57%	New
543	GCM Grisanti Capital Management New York	$10.7M	+$10M	1	4.93%	New
544	CCM Cadence Capital Management Boston, Massachusetts	$10.7M	+$10.3M	2	0.5%	New
545	Gotham Asset Management New York	$10.6M	+$10.2M	7	0.45%	New
546	DCM Dynamic Capital Management St. Helier, Jersey	$10.5M	+$12.4M	3	2.77%	New
547	BRCA Birch Run Capital Advisors Dallas, Texas	$10.5M	+$10.1M	1	2.84%	New
548	Oberweis Asset Management Lisle, Illinois	$10.5M	+$8.97M	1	2.96%	New
549	Associated Banc-Corp Green Bay, Wisconsin	$10.4M	+$9.96M	1	0.85%	New
550	NCM Newgate Capital Management Greenwich, Connecticut	$10.4M	+$11.1M	1	1.44%	New