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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	Addenda Capital Montreal, Quebec, Canada	$87.8M	+$7.79M	1	5.8%	Increased
277	Royce & Associates New York	$87.5M	+$4.48M	11	0.78%	Increased
278	NSCM New South Capital Management Memphis, Tennessee	$87M	-$989K	1	2.44%	Reduced
279	Mairs & Power Inc St Paul, Minnesota	$86.4M	+$6.32M	1	0.98%	Increased
280	Janney Montgomery Scott Philadelphia, Pennsylvania	$85.9M	+$8.86M	16	0.56%	Increased
281	NIMC NWQ Investment Management Company Los Angeles, California	$85.4M	-$15M	5	2.12%	Reduced
282	Regions Financial Corp Birmingham, Alabama	$85.3M	-$3.96M	5	0.89%	Reduced
283	Factory Mutual Insurance Waltham, Massachusetts	$85M	-$15.4M	2	1.25%	Reduced
284	Treasurer of the State of North Carolina Raleigh, North Carolina	$84.5M	+$90.8K	11	0.7%	Increased
285	Horizon Kinetics Asset Management New York	$84.4M	-$3.59M	3	2.39%	Reduced
286	W.H. Reaves & Co Jersey City, New Jersey	$83.8M	-$1.4M	1	2.62%	Reduced
287	TAM Third Avenue Management New York	$83.5M	-$29.2M	4	8.26%	Reduced
288	Holocene Advisors New York	$83.2M	+$74.7M	5	0.75%	Increased
289	LPL Financial San Diego, California	$82.6M	+$11.7M	18	0.15%	Increased
290	Brandes Investment Partners La Jolla, California	$82.4M	-$235K	2	1.96%	Reduced
291	Mitsubishi UFJ Asset Management Tokyo, Japan	$82.1M	+$11.1M	10	1.07%	Increased
292	Royal London Asset Management United Kingdom	$80.9M	-$16.5M	7	0.56%	Reduced
293	Pinnacle Associates New York	$80M	+$4.37M	8	1.75%	Increased
294	Pacer Advisors Malvern, Pennsylvania	$79.7M	+$7.44M	11	3.6%	Increased
295	Conestoga Capital Advisors Wayne, Pennsylvania	$79.6M	-$570K	1	1.91%	Reduced
296	Temasek Holdings Singapore	$78.1M	$0	1	0.51%	Maintained
297	MCI McDonald Capital Investors Orinda, California	$77.4M	-$4.44M	1	6.59%	Reduced
298	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$77.3M	-$281K	1	4.38%	Reduced
299	Capital International Inc Los Angeles, California	$76.5M	-$11.6M	2	1.06%	Reduced
300	Jacobs Levy Equity Management Florham Park, New Jersey	$74.7M	+$5.04M	8	0.73%	Increased