← 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	Emerald Advisers Leola, Pennsylvania	$24.1M	+$2.27M	3	1.02%	Increased
527	MFS Mirabella Financial Services London, United Kingdom	$23.9M	+$24.6M	1	4.32%	New
528	Commerzbank Aktiengesellschaft Frankfurt, Germany	$23.9M	+$5.33M	6	0.23%	Increased
529	SC Sasco Capital Fairfield, Connecticut	$23.9M	-$7.3M	1	3.28%	Reduced
530	Nippon Life Global Investors Americas New York	$23.9M	-$737K	2	1.62%	Reduced
531	Hardman Johnston Global Advisors Stamford, Connecticut	$23.8M	+$20.8M	1	0.96%	New
532	Atria Investments Charlotte, North Carolina	$23.6M	+$6.87M	16	0.64%	Increased
533	Kovitz Investment Group Partners Chicago, Illinois	$23.4M	-$321K	3	0.68%	Reduced
534	Perpetual Ltd Sydney, New South Wales, Australia	$23.4M	+$6.01M	3	3.47%	Increased
535	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.3M	+$6.82M	2	1.46%	Increased
536	Nicholas Company Milwaukee, Wisconsin	$23.2M	-$3.05M	3	0.49%	Reduced
537	Hillsdale Investment Management Toronto, Ontario, Canada	$23.2M	+$6.55M	3	2.02%	Increased
538	RA RMR Advisors Newton, Massachusetts	$23.2M	$0	6	7.98%	Maintained
539	Crawford Investment Counsel Atlanta, Georgia	$23.1M	+$6.71M	5	0.6%	Increased
540	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$22.7M	+$2.52M	6	3.71%	Increased
541	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$22.7M	+$1.81M	2	0.93%	Increased
542	AAM Azzad Asset Management Falls Church, Virginia	$22.3M	+$231K	8	2.64%	Increased
543	Brinker Capital Berwyn, Pennsylvania	$22.3M	+$2.09M	10	0.69%	Increased
544	Allstate Corporation Northbrook, Illinois	$22.3M	-$251K	5	0.41%	Reduced
545	SCCM Schafer Cullen Capital Management New York	$22.3M	-$804K	1	0.26%	Reduced
546	Chicago Capital Chicago, Illinois	$22.2M	-$7.86M	2	1.36%	Reduced
547	SCM Spyglass Capital Management San Francisco, California	$22.2M	+$4.35M	1	2.85%	Increased
548	IP Interval Partners New York	$22.2M	-$1.96M	2	0.79%	Reduced
549	RCM Ratan Capital Management Miami Beach, Florida	$22.1M	+$20.9M	1	13.39%	New
550	ACM Atlanta Capital Management Atlanta, Georgia	$22M	+$81.9K	1	0.09%	Increased