← 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
151	CIBC Private Wealth Group Atlanta, Georgia	$211M	-$4.03M	15	0.9%	Reduced
152	Panagora Asset Management Boston, Massachusetts	$208M	-$8.06M	15	0.78%	Reduced
153	Confluence Investment Management St. Louis, Missouri	$207M	+$4.05M	3	3.77%	Increased
154	SSM Sound Shore Management Greenwich, Connecticut	$202M	+$2.68M	1	3.08%	Increased
155	TAM Third Avenue Management New York	$200M	-$1.32M	3	9.6%	Reduced
156	USAA United Services Automobile Association San Antonio, Texas	$199M	+$4.06M	16	0.54%	Increased
157	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$198M	-$10.4M	4	1.16%	Reduced
158	Cooke & Bieler Philadelphia, Pennsylvania	$197M	-$3.63M	2	3.56%	Reduced
159	Wedge Capital Management Charlotte, North Carolina	$196M	-$26M	5	1.76%	Reduced
160	Sarasin & Partners London, United Kingdom	$193M	-$7.86M	3	3.75%	Reduced
161	BAMCO Inc New York	$191M	+$103K	4	0.88%	Increased
162	William Blair Investment Management Chicago, Illinois	$181M	-$8.05M	3	0.7%	Reduced
163	Brown Advisory Baltimore, Maryland	$177M	-$1.66M	12	0.56%	Reduced
164	Adage Capital Partners Boston, Massachusetts	$175M	-$239M	8	0.39%	Reduced
165	Swedbank Stockholm, Sweden	$174M	+$43.1M	1	0.94%	Increased
166	Wasatch Advisors Salt Lake City, Utah	$172M	+$12.3M	5	2.28%	Increased
167	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$170M	-$13.9M	2	2.73%	Reduced
168	Thornburg Investment Management Santa Fe, New Mexico	$169M	+$8.29M	3	1.18%	Increased
169	HRES Heitman Real Estate Securities Chicago, Illinois	$168M	-$23.3M	3	9.6%	Reduced
170	LM Luminus Management Houston, Texas	$168M	+$99.3M	2	3.57%	Increased
171	Two Sigma Advisers New York	$168M	+$25.1M	15	0.45%	Increased
172	Bessemer Group Woodbridge, New Jersey	$168M	-$8.49M	13	0.65%	Reduced
173	BWA Brave Warrior Advisors New York	$167M	-$961K	1	7.13%	Reduced
174	Third Point New York	$167M	$0	1	1.2%	Maintained
175	Aviva London, United Kingdom	$166M	-$1.52M	8	0.94%	Reduced