← 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
576	Great Lakes Advisors Chicago, Illinois	$17.5M	-$10.9M	7	0.51%	Reduced
577	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.3M	-$323K	10	1.05%	Reduced
578	Hillsdale Investment Management Toronto, Ontario, Canada	$17.2M	-$777K	6	2.08%	Reduced
579	SC Sasco Capital Fairfield, Connecticut	$17.2M	+$1.97M	1	3.37%	Increased
580	IFM Investors Melbourne, Australia	$17.2M	+$993K	5	0.77%	Increased
581	MICM Matthews International Capital Management San Francisco, California	$17.1M	-$24.2M	1	1.1%	Reduced
582	Jefferies Group New York	$17M	-$100M	13	0.19%	Reduced
583	GGHC Gilder Gagnon Howe & Co New York	$17M	-$7.99M	2	0.2%	Reduced
584	CCM Corsair Capital Management New York	$16.9M	+$21.6M	1	8.08%	New
585	MCL MIK Capital LP New York	$16.9M	+$18.3M	1	6.49%	New
586	Cubist Systematic Strategies Stamford, Connecticut	$16.6M	-$16.2M	22	0.45%	Reduced
587	FFA First Foundation Advisors Irvine, California	$16.6M	+$5.34M	1	1.02%	Increased
588	MAM Myriad Asset Management North Point, Hong Kong	$16.6M	+$3.48M	1	2.48%	Increased
589	Ameritas Investment Partners Lincoln, Nebraska	$16.3M	+$203K	18	0.93%	Increased
590	Alpha Cubed Investments Irvine, California	$16.3M	-$1.48M	2	1.95%	Reduced
591	Alphinity Investment Management Sydney, Australia	$16.2M	-$9.78M	1	2.13%	Reduced
592	SCCM Schafer Cullen Capital Management New York	$16.2M	-$2.49M	1	0.27%	Reduced
593	Colony Group Boston, Massachusetts	$16.2M	+$5.07M	6	0.53%	Increased
594	ECM EII Capital Management New York	$16.1M	+$1.61M	5	10.66%	Increased
595	Hudson Bay Capital Management Stamford, Connecticut	$16.1M	+$5.69M	2	0.4%	Increased
596	TPC Tiger Pacific Capital New York	$16.1M	+$128K	1	5.05%	Increased
597	GCA GSI Capital Advisors Newport Beach, California	$16M	+$745K	2	14.33%	Increased
598	LCM LVM Capital Management Portage, Michigan	$16M	-$6.39M	1	3.94%	Reduced
599	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$15.9M	+$3.84M	6	0.93%	Increased
600	Brandes Investment Partners La Jolla, California	$15.9M	-$53.5M	2	0.56%	Reduced