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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
276	CM CS McKee Pittsburgh, Pennsylvania	$60.1M	-$4.93M	1	1.67%	Reduced
277	Westfield Capital Management Boston, Massachusetts	$59.9M	-$27.2M	2	0.37%	Reduced
278	Baird Financial Group Milwaukee, Wisconsin	$59.6M	+$61.1M	6	0.59%	New
279	Obermeyer Wealth Partners Aspen, Colorado	$59.5M	+$7.46M	3	5.08%	Increased
280	Janus Henderson Group London,	$59.5M	-$22.3M	7	0.47%	Reduced
281	ESCM Echo Street Capital Management New York	$59.3M	-$2.79M	1	2.62%	Reduced
282	Aperio Group Sausalito, California	$58.8M	+$4.21M	16	0.61%	Increased
283	UBS O'Connor Chicago, Illinois	$58.4M	+$48M	5	0.48%	Increased
284	BOK Financial Tulsa, Oklahoma	$58.2M	-$1.54M	5	1.98%	Reduced
285	Capital International Los Angeles, California	$57.7M	-$440K	3	3.41%	Reduced
286	CIP Champlain Investment Partners Burlington, Vermont	$57.6M	+$17M	1	0.91%	Increased
287	TGI Tradewinds Global Investors Los Angeles, California	$57.6M	-$1.36M	2	2.5%	Reduced
288	AIM Allen Investment Management New York	$57M	+$27.4M	3	5.41%	Increased
289	WM WS Management Jacksonville, Florida	$56.5M	+$12.9M	1	1.96%	Increased
290	GC Greenlight Capital New York	$56.5M	-$2.56M	1	0.71%	Reduced
291	Cincinnati Financial Corp Fairfield, Ohio	$55.9M	$0	1	3.49%	Maintained
292	CCMH Cornerstone Capital Management Holdings New York	$55.8M	-$6.06M	11	0.49%	Reduced
293	RRC Red Rocks Capital Denver, Colorado	$55.5M	-$183K	1	18.77%	Reduced
294	Welch & Forbes Boston, Massachusetts	$55.2M	-$2.25M	2	1.72%	Reduced
295	Johnson Investment Counsel Cincinnati, Ohio	$54.8M	-$2.05M	3	1.84%	Reduced
296	Winton Group London, United Kingdom	$54M	-$88.6M	2	0.5%	Reduced
297	SAM Securian Asset Management St Paul, Minnesota	$53.7M	+$18.5M	6	1.68%	Increased
298	Resolution Capital Sydney, NSW, Australia	$53.5M	+$1.54M	1	4.64%	Increased
299	Arrowstreet Capital Boston, Massachusetts	$52.1M	-$711K	12	0.29%	Reduced
300	Pinnacle Associates New York	$52M	+$834K	5	0.96%	Increased