← 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
551	OFI Invest Asset Management Paris, France	$67.9M	-$8.58M	5	1.68%	Reduced
552	ExodusPoint Capital Management New York	$67.8M	-$4.52M	13	0.59%	Reduced
553	Copeland Capital Management Conshohocken, Pennsylvania	$67.6M	-$3.02M	6	1.39%	Reduced
554	ICM Infini Capital Management Central, Hong Kong	$67.3M	+$15.6M	2	44.41%	Increased
555	Jump Financial Chicago, Illinois	$67.3M	-$114M	15	0.73%	Reduced
556	Hudson Bay Capital Management Stamford, Connecticut	$67M	+$13.6M	10	0.23%	Increased
557	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$66.3M	-$13.8M	3	7.99%	Reduced
558	Discovery Capital Management South Norwalk, Connecticut	$65.9M	+$11.4M	2	5.15%	Increased
559	SCM SIR Capital Management New York	$65.9M	+$9.61M	6	5.87%	Increased
560	Employees Provident Fund Board Shah Alam, Malaysia	$65.8M	+$11M	2	0.57%	Increased
561	Vaughan David Investments Peoria, Illinois	$65.6M	-$269K	1	1.47%	Reduced
562	NEOS Investment Management Westport, Connecticut	$65.6M	+$11.9M	10	0.81%	Increased
563	BWC Blue Whale Capital London, United Kingdom	$65.4M	-$21.7M	1	4.28%	Reduced
564	Badgley Phelps Wealth Managers Seattle, Washington	$65.3M	+$579K	6	1.45%	Increased
565	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$65M	+$836K	2	1.39%	Increased
566	SRFM Shannon River Fund Management New York	$65M	+$11.2M	1	8.64%	Increased
567	Needham Investment Management New York	$64.8M	-$235K	5	5.17%	Reduced
568	HIM HughesLittle Investment Management Vancouver,	$64.7M	$0	1	11.68%	Maintained
569	Dana Investment Advisors Waukesha, Wisconsin	$64.5M	-$563K	8	2.13%	Reduced
570	Atria Investments Charlotte, North Carolina	$64.3M	+$2.71M	21	0.76%	Increased
571	HRT Financial New York	$64.2M	+$21.7M	16	0.28%	Increased
572	Ferguson Wellman Capital Management Portland, Oregon	$64.1M	-$1.75M	3	1.13%	Reduced
573	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$64M	+$5.83M	7	0.51%	Increased
574	Ghisallo Capital Management Boston, Massachusetts	$63.7M	+$48.9M	4	1.7%	Increased
575	Vinva Investment Management Sydney, Australia	$63.5M	+$12.7M	8	1.65%	Increased