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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
226	Glenmede Trust Philadelphia, Pennsylvania	$91.5M	-$985K	19	0.45%	Reduced
227	Cincinnati Financial Corp Fairfield, Ohio	$91.2M	$0	2	4.08%	Maintained
228	Silvercrest Asset Management New York	$90.5M	+$7.83M	4	1%	Increased
229	Davis Selected Advisers Tucson, Arizona	$90.4M	+$13.9M	4	0.51%	Increased
230	Royce & Associates New York	$90.3M	-$178K	11	0.81%	Reduced
231	River Road Asset Management Louisville, Kentucky	$90.2M	-$11.8M	2	2.22%	Reduced
232	Factory Mutual Insurance Waltham, Massachusetts	$90M	+$24.2M	2	1.15%	Increased
233	Comerica Bank Dallas, Texas	$89.5M	-$1.19M	20	0.76%	Reduced
234	Treasurer of the State of North Carolina Raleigh, North Carolina	$89.4M	+$1.7M	11	0.65%	Increased
235	Check Capital Management Costa Mesa, California	$88.5M	+$29.9M	1	4.76%	Increased
236	Baird Financial Group Milwaukee, Wisconsin	$87.6M	+$15.3M	12	0.59%	Increased
237	Scotia Capital Toronto, Ontario, Canada	$87.3M	+$235K	5	1.29%	Increased
238	AL AJO LP Philadelphia, Pennsylvania	$86.7M	+$279K	2	0.49%	Increased
239	Nomura Asset Management Tokyo, Japan	$86.3M	+$5.33M	9	0.96%	Increased
240	OCM Osterweis Capital Management San Francisco, California	$86.2M	+$28.4M	3	6.63%	Increased
241	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$85.4M	-$8.48M	10	0.95%	Reduced
242	IP Interval Partners New York	$83.7M	+$72.1M	3	4.5%	Increased
243	FI Fosun International Hong Kong, China	$83M	+$16.3M	2	4.96%	Increased
244	Squarepoint New York	$81.4M	+$69.7M	13	0.95%	Increased
245	OP Oldfield Partners London, United Kingdom	$81M	+$333K	2	4.42%	Increased
246	Eagle Asset Management St Petersburg, Florida	$80.6M	-$12.2M	5	0.51%	Reduced
247	Zevenbergen Capital Investments Edmonds, Washington	$79.4M	-$1.7M	2	3.46%	Reduced
248	Employees Retirement System of Texas Austin, Texas	$79.1M	+$9.17M	12	1.25%	Increased
249	Capital Research Global Investors Los Angeles, California	$79M	-$6.77M	2	0.03%	Reduced
250	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$78.4M	-$30.4M	2	1.98%	Reduced