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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	TCM Tensile Capital Management Larkspur, California	$61.1M	-$6.38M	2	14.63%	Reduced
277	Cincinnati Financial Corp Fairfield, Ohio	$59.7M	$0	1	3.26%	Maintained
278	Putnam Investments Boston, Massachusetts	$59.4M	+$30.7M	9	0.14%	Increased
279	DL Delta Lloyd Amsterdam, Netherlands	$58.9M	+$9.85M	4	1.85%	Increased
280	Gateway Investment Advisers Cincinnati, Ohio	$58.8M	-$2.27M	6	0.55%	Reduced
281	Great Lakes Advisors Chicago, Illinois	$58.3M	-$769K	3	1.53%	Reduced
282	Glenmede Trust Philadelphia, Pennsylvania	$57.1M	-$6.33M	17	0.31%	Reduced
283	Westfield Capital Management Boston, Massachusetts	$56.3M	-$55.1M	2	0.49%	Reduced
284	Scotia Capital Toronto, Ontario, Canada	$56.1M	+$10.4M	4	0.9%	Increased
285	AWCI Alpine Woods Capital Investors Purchase, New York	$56.1M	+$23.1M	4	3.1%	Increased
286	BNP Paribas Financial Markets Paris, France	$55.4M	+$27M	20	0.26%	Increased
287	NN Investment Partners Holdings The Hague, Netherlands	$55.1M	-$3.33M	8	0.52%	Reduced
288	Amundi Asset Management US Boston, Massachusetts	$55.1M	-$32.6M	5	0.19%	Reduced
289	OP Oldfield Partners London, United Kingdom	$55.1M	-$4.94M	2	4.15%	Reduced
290	Numeric Investors Boston, Massachusetts	$54.9M	-$47.9M	9	0.5%	Reduced
291	Artemis Investment Management Edinburgh, United Kingdom	$54.9M	+$42.4M	3	1.48%	Increased
292	CC Cannell & Co New York	$54.8M	+$17.9M	3	1.98%	Increased
293	MP Makaira Partners La Jolla, California	$54.4M	$0	1	7.91%	Maintained
294	AMF Tjänstepension Stockholm, Sweden	$54M	+$44.5M	3	0.63%	Increased
295	Welch & Forbes Boston, Massachusetts	$53.5M	-$233K	2	1.6%	Reduced
296	Natixis Advisors Boston, Massachusetts	$53.2M	+$4.42M	11	0.64%	Increased
297	BA Boston Advisors Boston, Massachusetts	$53M	-$5.5M	4	1.27%	Reduced
298	Bessemer Group Woodbridge, New Jersey	$52.3M	+$37.7M	12	0.24%	Increased
299	Bridgeway Capital Management Houston, Texas	$52.1M	-$9.35M	7	0.68%	Reduced
300	SJIC St. James Investment Company Southlake, Texas	$51.7M	+$9.34M	1	6.24%	Increased