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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	TAM Third Avenue Management New York	$90.8M	-$3.66M	3	7.63%	Reduced
252	Select Equity Group New York	$90.7M	+$78.6M	1	0.62%	Increased
253	CBT Capital Bank & Trust Irvine, California	$90.5M	+$4.36M	6	1.12%	Increased
254	State of Alaska Department of Revenue Juneau, Alaska	$90.4M	+$6.56M	15	1.52%	Increased
255	Comerica Bank Dallas, Texas	$89.9M	-$5.66M	21	0.72%	Reduced
256	IC Inverness Counsel New York	$89.9M	+$2.95M	1	4.59%	Increased
257	Royce & Associates New York	$89.6M	-$11.7M	10	0.81%	Reduced
258	Intact Investment Management Montreal, Quebec, Canada	$89M	+$2.08M	5	3.19%	Increased
259	NN Investment Partners Holdings The Hague, Netherlands	$87.9M	+$5.24M	12	0.7%	Increased
260	Factory Mutual Insurance Waltham, Massachusetts	$87.8M	-$9.9M	2	1.05%	Reduced
261	BNP Paribas Financial Markets Paris, France	$87.4M	-$40.6M	26	0.17%	Reduced
262	Douglas Lane & Associates New York	$87.2M	-$945K	4	1.7%	Reduced
263	Temasek Holdings Singapore	$84M	$0	1	0.6%	Maintained
264	Nisa Investment Advisors St. Louis, Missouri	$83.5M	+$5.4M	15	0.79%	Increased
265	Conestoga Capital Advisors Wayne, Pennsylvania	$82.1M	+$1.95M	1	2.05%	Increased
266	Nordea Investment Management Stockholm, Sweden	$81.4M	-$51.9M	10	0.18%	Reduced
267	Natixis Advisors Boston, Massachusetts	$81.1M	-$1.16M	11	0.66%	Reduced
268	Clark Capital Management Group Philadelphia, Pennsylvania	$80.6M	+$35.6M	2	1.7%	Increased
269	Brandes Investment Partners La Jolla, California	$80.4M	-$13.3M	2	1.79%	Reduced
270	Kornitzer Capital Management Shawnee Mission, Kansas	$80.3M	+$1.56M	7	1.42%	Increased
271	AGF Investments Inc Toronto, Ontario, Canada	$80M	+$5.36M	6	0.97%	Increased
272	W.H. Reaves & Co Jersey City, New Jersey	$78.1M	-$10.5M	1	2.49%	Reduced
273	Regions Financial Corp Birmingham, Alabama	$78.1M	-$1.37M	6	0.88%	Reduced
274	Arizona State Retirement System Phoenix, Arizona	$75.9M	-$3.56M	14	0.88%	Reduced
275	Capital Guardian Trust Los Angeles, California	$75.4M	+$6.84M	5	1.02%	Increased