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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	HI Honeywell International Charlotte, North Carolina	$70.9M	+$8.41M	4	1.62%	Increased
252	NRC North Run Capital Boston, Massachusetts	$70M	+$4.95M	1	6.23%	Increased
253	Haverford Trust Company Radnor, Pennsylvania	$70M	+$1.4M	2	1.96%	Increased
254	Brandes Investment Partners La Jolla, California	$69.6M	-$62.1M	4	0.98%	Reduced
255	HHC Hutchin Hill Capital New York	$69.5M	+$10.4M	2	2.49%	Increased
256	Lord, Abbett & Co Jersey City, New Jersey	$69.3M	-$39.1M	5	0.18%	Reduced
257	Welch & Forbes Boston, Massachusetts	$69.1M	+$3.37M	2	2.03%	Increased
258	Capital Advisors Inc Tulsa, Oklahoma	$68.7M	-$59.6K	3	12.72%	Reduced
259	SCM Snow Capital Management Sewickley, Pennsylvania	$68M	+$7.52M	2	2.04%	Increased
260	HCM Hitchwood Capital Management New York	$68M	+$64.9M	1	5.94%	New
261	Disciplined Growth Investors Minneapolis, Minnesota	$67.4M	-$8.81M	1	1.6%	Reduced
262	AIG American International Group New York	$66.6M	-$1.1M	22	0.29%	Reduced
263	IC Inverness Counsel New York	$65M	-$1.54M	1	4.99%	Reduced
264	CCMH Cornerstone Capital Management Holdings New York	$64.9M	+$11.5M	12	0.67%	Increased
265	Employees Retirement System of Texas Austin, Texas	$64.8M	-$9.74M	8	0.82%	Reduced
266	Westfield Capital Management Boston, Massachusetts	$64.6M	+$12.7M	3	0.38%	Increased
267	Silvercrest Asset Management New York	$63.9M	+$439K	3	0.93%	Increased
268	Cooke & Bieler Philadelphia, Pennsylvania	$63.5M	+$61.6M	1	1.41%	New
269	Great Lakes Advisors Chicago, Illinois	$63.3M	+$1.45M	3	1.97%	Increased
270	SLCM Seven Locks Capital Management New York	$63.3M	-$6.06M	2	9.48%	Reduced
271	Aviva London, United Kingdom	$62.1M	-$374K	8	0.48%	Reduced
272	Hamlin Capital Management New York	$61.6M	+$17.8M	1	3.44%	Increased
273	TCM Tekne Capital Management New York	$60.4M	+$27.6M	2	11.3%	Increased
274	Capital International Los Angeles, California	$59.4M	+$62.2M	3	3.62%	Increased
275	Brookfield Corp Toronto, Ontario, Canada	$59.4M	-$61.5M	1	0.28%	Reduced