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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
251	ESG Emerging Sovereign Group New York	$62M	+$69.8M	1	2.59%	New
252	Cincinnati Financial Corp Fairfield, Ohio	$61.9M	+$59.5M	1	5.18%	New
253	SAM Securian Asset Management St Paul, Minnesota	$61.3M	+$65.5M	7	2.49%	New
254	Great Lakes Advisors Chicago, Illinois	$61.3M	+$58.7M	2	2.87%	New
255	GAMCO Investors Greenwich, Connecticut	$61.1M	+$57M	2	0.38%	New
256	Brown Advisory Baltimore, Maryland	$60.5M	+$58.1M	5	0.24%	New
257	SCM Snow Capital Management Sewickley, Pennsylvania	$60.1M	+$57.5M	2	2.78%	New
258	AP Alydar Partners Boston, Massachusetts	$59.8M	+$57.2M	1	3.22%	New
259	Nomura Holdings Tokyo, Japan	$59.3M	+$64.4M	11	0.48%	New
260	Wedge Capital Management Charlotte, North Carolina	$59.1M	+$56.8M	4	0.71%	New
261	Janus Henderson Group London,	$59.1M	+$66.3M	6	0.69%	New
262	ARC Absolute Return Capital Boston, Massachusetts	$58.9M	+$58M	3	0.76%	New
263	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$58.7M	+$59.9M	7	0.17%	New
264	Findlay Park Partners London, United Kingdom	$57.9M	+$58.8M	1	0.74%	New
265	Crawford Investment Counsel Atlanta, Georgia	$57.2M	+$61.1M	3	2.36%	New
266	EC EMS Capital New York	$57.1M	+$64.2M	2	11.01%	New
267	Fenimore Asset Management Cobleskill, New York	$56.5M	+$57.9M	2	3.67%	New
268	Douglas C. Lane & Associates New York	$56.4M	+$59.9M	3	2.2%	New
269	Employees Retirement System of Texas Austin, Texas	$56M	+$58.1M	11	0.67%	New
270	SCGE Management Menlo Park, California	$55.5M	+$56M	2	12.26%	New
271	Capital International Inc Los Angeles, California	$55.2M	+$55.3M	2	2.01%	New
272	Thrivent Financial for Lutherans Minneapolis, Minnesota	$54.2M	+$49.8M	10	0.35%	New
273	CCP Clough Capital Partners Boston, Massachusetts	$53.5M	+$58M	3	1.78%	New
274	Public Employees Retirement Association of Colorado Denver, Colorado	$53.3M	+$53.3M	15	0.5%	New
275	SCM Stonerise Capital Management San Francisco, California	$53.2M	+$64.5M	2	25.21%	New