← 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
676	AIP ARS Investment Partners New York	$42.7M	+$5.49M	5	3.11%	Increased
677	Peregrine Capital Management Minneapolis, Minnesota	$42.7M	+$2.77M	4	1.29%	Increased
678	Zevenbergen Capital Investments Edmonds, Washington	$42.6M	-$162K	2	0.83%	Reduced
679	TCIM TOMS Capital Investment Management New York	$42.5M	+$5.75M	1	1.38%	Increased
680	FG Foresight Group London, United Kingdom	$42.4M	-$3.1M	5	6.02%	Reduced
681	ACB Aristotle Capital Boston Boston, Massachusetts	$42.4M	-$2.78M	1	2.16%	Reduced
682	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$42.4M	+$13K	1	5.36%	Increased
683	CA Callahan Advisors Houston, Texas	$42.4M	+$1.62M	4	3.81%	Increased
684	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$42.1M	+$6.74M	4	2.56%	Increased
685	Sterling Capital Management Charlotte, North Carolina	$42M	+$2.61M	30	0.6%	Increased
686	Maryland State Retirement & Pension System Baltimore, Maryland	$42M	+$3.23M	18	0.92%	Increased
687	Achmea Investment Management Zeist, Netherlands	$41.8M	-$1.86M	3	0.54%	Reduced
688	AIA Group Hong Kong	$41.8M	+$7.35M	2	0.91%	Increased
689	River Road Asset Management Louisville, Kentucky	$41.5M	+$25.3M	2	0.53%	Increased
690	RIM Rush Island Management New York	$41.5M	+$44.2M	1	2.68%	New
691	OMC Oasis Management Company Grand Cayman, Cayman Islands	$41.4M	-$51.3M	4	4.73%	Reduced
692	HCM Harspring Capital Management New York	$41.2M	-$1.52M	1	14.5%	Reduced
693	GCA GSI Capital Advisors Newport Beach, California	$41.1M	+$4.25M	3	22.02%	Increased
694	Country Trust Bank Bloomington, Illinois	$40.7M	+$5.77M	6	0.91%	Increased
695	OBAM ODDO BHF Asset Management Paris, France	$40.6M	-$4.41M	7	1.54%	Reduced
696	Stephens Inc Little Rock, Arkansas	$40.5M	-$532K	11	0.56%	Reduced
697	WAM WT Asset Management Hong Kong	$40.3M	+$30M	2	2.82%	Increased
698	NCGI Next Century Growth Investors Plymouth, Minnesota	$40.2M	+$3.5M	2	3.11%	Increased
699	Park Avenue Securities New York	$39.9M	+$7.24M	16	0.37%	Increased
700	DLP De Lisle Partners Poole, United Kingdom	$39.9M	+$2.76M	3	5.62%	Increased