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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
301	MP Makaira Partners La Jolla, California	$44.8M	+$58.9M	1	9.69%	New
302	ING Group Amsterdam, Netherlands	$44.8M	+$48.4M	5	0.24%	New
303	PIMC Praesidium Investment Management Company New York	$44.7M	+$40.8M	1	4.32%	New
304	Miller Howard Investments Kingston, New York	$44.3M	+$47.4M	2	1.02%	New
305	Winton Capital Management London, United Kingdom	$43.9M	+$44M	4	0.53%	New
306	SRFM Shannon River Fund Management New York	$43.3M	+$44.2M	2	5.17%	New
307	Capital Advisors Inc Tulsa, Oklahoma	$42.9M	+$53.9M	3	11.56%	New
308	EA Euclid Advisors Hartford, Connecticut	$42.6M	+$42.2M	4	0.54%	New
309	Stifel Nicolaus & Co St Louis, Missouri	$41.4M	+$43M	7	0.75%	New
310	MSA Mason Street Advisors Milwaukee, Wisconsin	$41M	+$42M	12	0.45%	New
311	Perkins Investment Management Chicago, Illinois	$41M	+$41.9M	2	0.28%	New
312	CIP Champlain Investment Partners Burlington, Vermont	$40.5M	+$39M	1	0.82%	New
313	IRF IBM Retirement Fund Armonk, New York	$40.2M	+$41.5M	6	0.5%	New
314	LSV Asset Management Chicago, Illinois	$39.9M	+$38.4M	3	0.11%	New
315	Korea Investment Corp Seoul, South Korea	$39.3M	+$40.5M	8	0.47%	New
316	Raymond James & Associates St Petersburg, Florida	$38.2M	+$42.2M	11	0.36%	New
317	Silvercrest Asset Management New York	$38.2M	+$36.9M	3	0.81%	New
318	GJL Gendell Jeffrey L	$38M	+$47.2M	1	7.14%	New
319	CCMH Cornerstone Capital Management Holdings New York	$37.8M	+$39.3M	7	0.47%	New
320	ACP Ashfield Capital Partners San Francisco, California	$37.3M	+$41.1M	2	2.01%	New
321	Johnson Investment Counsel Cincinnati, Ohio	$37.2M	+$35.9M	3	1.54%	New
322	QS Batterymarch Financial Management New York	$37M	+$36.1M	7	0.71%	New
323	Robeco Institutional Asset Management Rotterdam, Netherlands	$36.8M	+$38M	5	0.37%	New
324	Arizona State Retirement System Phoenix, Arizona	$36.4M	+$37.3M	10	0.5%	New
325	HBK Investments Dallas, Texas	$36.2M	+$40.6M	7	0.56%	New