← 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	Discovery Capital Management South Norwalk, Connecticut	$13.1M	-$33.2M	1	0.15%	Reduced
527	Oregon Public Employees Retirement Fund Tigard, Oregon	$13.1M	-$113K	8	0.33%	Reduced
528	MC Martin Currie Edinburgh, United Kingdom	$13M	+$464K	1	1.35%	Increased
529	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.9M	+$5.58M	4	1.3%	Increased
530	B BP London, United Kingdom	$12.9M	$0	3	0.58%	Maintained
531	Luther King Capital Management (LKCM) Fort Worth, Texas	$12.6M	-$14.4M	4	0.12%	Reduced
532	Brandes Investment Partners La Jolla, California	$12.5M	-$538K	2	0.18%	Reduced
533	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.4M	-$1.13M	2	2.83%	Reduced
534	Driehaus Capital Management Chicago, Illinois	$12.2M	+$8.97M	4	0.44%	Increased
535	WAM World Asset Management Detroit, Michigan	$12.2M	+$1.33M	10	0.5%	Increased
536	SCM Simcoe Capital Management New York	$12.1M	+$4.37M	1	7.97%	Increased
537	Personal Capital Advisors Redwood City, California	$12.1M	+$1.74M	2	0.79%	Increased
538	Suntrust Banks Atlanta, Georgia	$12M	-$4.76M	7	0.08%	Reduced
539	Amundi Asset Management US Boston, Massachusetts	$12M	-$180M	2	0.05%	Reduced
540	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$11.9M	+$36.5K	2	0.48%	Increased
541	Fred Alger Management New York	$11.9M	+$5.53M	2	0.06%	Increased
542	KMC Kirr Marbach & Co Columbus, Indiana	$11.8M	-$135K	1	2.4%	Reduced
543	Intact Investment Management Montreal, Quebec, Canada	$11.8M	-$1.95M	2	0.53%	Reduced
544	Jane Street New York	$11.7M	+$3.17M	12	0.07%	Increased
545	CA CapWealth Advisors Franklin, Tennessee	$11.7M	+$1.11M	1	2.93%	Increased
546	Mutual of America Capital Management New York	$11.6M	+$137K	7	0.27%	Increased
547	MTC McDaniel Terry & Co Austin, Texas	$11.5M	+$397K	1	3.21%	Increased
548	BIM Barton Investment Management West Conshohocken, Pennsylvania	$11.5M	+$34K	1	4.18%	Increased
549	TA Teton Advisors Rye, New York	$11.5M	-$863K	4	0.87%	Reduced
550	D.A. Davidson & Co Great Falls, Montana	$11.5M	+$847K	11	0.4%	Increased