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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	Eaton Vance Management Boston, Massachusetts	$73.1M	+$244K	9	0.18%	Increased
277	Conestoga Capital Advisors Wayne, Pennsylvania	$72.9M	-$2.46M	1	2.79%	Reduced
278	Intact Investment Management Montreal, Quebec, Canada	$71.2M	-$5.12M	6	2.75%	Reduced
279	NSCM New South Capital Management Memphis, Tennessee	$71.1M	-$2.09M	1	1.78%	Reduced
280	Swiss Life Asset Management Zurich,	$70.9M	+$36M	7	1.24%	Increased
281	Polar Capital London, United Kingdom	$70.1M	+$28.9M	1	0.71%	Increased
282	AWCI Alpine Woods Capital Investors Purchase, New York	$69.3M	+$2.27M	5	3.68%	Increased
283	Kayne Anderson Rudnick Investment Management Los Angeles, California	$69.3M	+$7.27M	6	0.52%	Increased
284	MICM Matthews International Capital Management San Francisco, California	$68.5M	-$4.36M	2	3.1%	Reduced
285	Kornitzer Capital Management Shawnee Mission, Kansas	$68.3M	+$4.53M	5	1.17%	Increased
286	ALPS Advisors Denver, Colorado	$68.3M	+$48.4K	12	0.54%	Increased
287	Horizon Kinetics New York	$67.8M	-$5.68M	3	1.98%	Reduced
288	CA Cortland Advisers Wilmington, Delaware	$67M	$0	1	3.07%	Maintained
289	Robeco Schweiz Zurich, Switzerland	$66.9M	+$54.5M	2	3.1%	Increased
290	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$66.6M	+$24.2M	4	21.71%	Increased
291	Gotham Asset Management New York	$66.5M	+$2.72M	8	0.93%	Increased
292	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$66.5M	-$29.5M	12	0.47%	Reduced
293	CCM Criterion Capital Management San Francisco, California	$66.4M	+$66.8M	1	4.6%	New
294	Manning & Napier Group Fairport, New York	$66.2M	+$9.09M	7	0.65%	Increased
295	ESCM Echo Street Capital Management New York	$65.9M	-$31.8M	2	1.92%	Reduced
296	AACA American Assets Capital Advisers San Diego, California	$64.9M	+$15.9M	4	13.33%	Increased
297	Douglas Lane & Associates New York	$64M	+$2.6M	3	1.39%	Increased
298	Fidelity International Hamilton, Bermuda	$63.8M	+$12.6M	4	0.18%	Increased
299	Jacobs Levy Equity Management Florham Park, New Jersey	$63.2M	+$10.5M	6	1.05%	Increased
300	IIM Ivory Investment Management New York	$62.6M	+$13.6M	1	3.78%	Increased