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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	Hamlin Capital Management New York	$67.8M	+$2.25M	1	3.41%	Increased
252	MP Makaira Partners La Jolla, California	$67.6M	+$54.8M	1	10.38%	Increased
253	Chevy Chase Trust Bethesda, Maryland	$66.9M	+$710K	5	0.4%	Increased
254	SEI Investments Oaks, Pennsylvania	$66.6M	+$1.63M	14	0.6%	Increased
255	LI LMCG Investments Boston, Massachusetts	$65.6M	-$7.91M	4	1.42%	Reduced
256	Great Lakes Advisors Chicago, Illinois	$65.6M	+$3.31M	3	1.99%	Increased
257	KeyBank National Association Cleveland, Ohio	$65.5M	-$3.02M	11	0.44%	Reduced
258	New Mountain Vantage Advisers New York	$65.2M	+$74.8M	1	2.67%	New
259	LCM Lakewood Capital Management New York	$64.5M	+$17.5M	1	2.67%	Increased
260	Panagora Asset Management Boston, Massachusetts	$64.3M	-$2.78M	16	0.32%	Reduced
261	Susquehanna International Group Bala Cynwyd, Pennsylvania	$64.2M	-$29.6M	21	0.03%	Reduced
262	Capital Advisors Inc Tulsa, Oklahoma	$64.1M	-$31.9M	2	11%	Reduced
263	Axa Paris, France	$64M	-$8.73M	8	0.26%	Reduced
264	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$63.5M	-$11.8M	1	0.79%	Reduced
265	IC Inverness Counsel New York	$63.4M	-$23.6K	1	4.6%	Reduced
266	Korea Investment Corp Seoul, South Korea	$62.3M	+$9.87M	8	0.53%	Increased
267	Putnam Investments Boston, Massachusetts	$61.9M	-$9.58M	12	0.12%	Reduced
268	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$61.9M	-$1.31M	7	0.82%	Reduced
269	Public Employees Retirement Association of Colorado Denver, Colorado	$61.7M	+$2.58M	15	0.51%	Increased
270	TCM Tekne Capital Management New York	$61.4M	-$10M	2	11.41%	Reduced
271	Columbia Wanger Asset Management Chicago, Illinois	$60.8M	-$29.8M	2	0.39%	Reduced
272	WBC Westpac Banking Corp Sydney, Australia	$60.8M	-$21.8M	8	0.59%	Reduced
273	CC Carlson Capital Dallas, Texas	$60.5M	+$36.6M	2	0.66%	Increased
274	OCM Osterweis Capital Management San Francisco, California	$60.4M	-$7.1M	1	2.11%	Reduced
275	SCM Snow Capital Management Sewickley, Pennsylvania	$60.3M	-$2.97M	1	1.77%	Reduced