← 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
201	US Bancorp Minneapolis, Minnesota	$113M	+$4.64M	23	0.36%	Increased
202	Burgundy Asset Management Toronto, Ontario, Canada	$111M	-$2.57M	1	1.18%	Reduced
203	WBC Westpac Banking Corp Sydney, Australia	$111M	+$7.94M	10	1.88%	Increased
204	SC Schooner Capital Vero Beach, Florida	$107M	$0	1	100%	Maintained
205	ProShare Advisors Bethesda, Maryland	$106M	-$3.77M	14	0.74%	Reduced
206	Congress Asset Management Boston, Massachusetts	$106M	-$1.85M	5	1.6%	Reduced
207	Raymond James Financial Services Advisors St. Petersburg, Florida	$105M	+$7.36M	16	0.55%	Increased
208	Guggenheim Capital Chicago, Illinois	$105M	-$12.6M	14	0.89%	Reduced
209	Hotchkis & Wiley Capital Management Los Angeles, California	$103M	+$3.88M	4	0.46%	Increased
210	Bessemer Group Woodbridge, New Jersey	$103M	-$21.8M	16	0.45%	Reduced
211	Envestnet Asset Management Chicago, Illinois	$102M	+$105M	22	0.16%	Increased
212	Swedbank Stockholm, Sweden	$101M	-$39.4M	1	0.56%	Reduced
213	HCM Highline Capital Management New York	$101M	-$42.1M	1	6.75%	Reduced
214	ESCM Echo Street Capital Management New York	$100M	+$1.37M	4	2.53%	Increased
215	Zurich Cantonal Bank Zurich, Switzerland	$99.8M	+$13.8M	19	1%	Increased
216	Fenimore Asset Management Cobleskill, New York	$99.2M	+$6.99M	2	4.01%	Increased
217	AIG American International Group New York	$98.3M	-$80K	21	0.4%	Reduced
218	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$97.8M	+$5.86M	18	1.65%	Increased
219	Two Sigma Advisers New York	$96.7M	+$53.5M	14	0.26%	Increased
220	Madison Investment Holdings Madison, Wisconsin	$95.5M	+$6.64M	2	1.93%	Increased
221	Miller Howard Investments Kingston, New York	$94M	-$8.79M	3	2.75%	Reduced
222	HA Harbor Advisors West Palm Beach, Florida	$93.7M	+$150K	4	36.46%	Increased
223	Temasek Holdings Singapore	$93.1M	$0	1	0.64%	Maintained
224	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$92.1M	+$3.67M	9	0.82%	Increased
225	Los Angeles Capital Management Los Angeles, California	$92M	-$21.2M	14	0.57%	Reduced