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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	Zurich Cantonal Bank Zurich, Switzerland	$46.9M	+$3.12M	18	0.59%	Increased
302	Scotia Capital Toronto, Ontario, Canada	$46.5M	+$2.89M	2	1.02%	Increased
303	KeyBank National Association Cleveland, Ohio	$46.4M	-$4.09M	9	0.31%	Reduced
304	US Bancorp Minneapolis, Minnesota	$46.2M	+$1.4M	21	0.18%	Increased
305	NN Investment Partners Holdings The Hague, Netherlands	$45.9M	+$41.9M	7	0.44%	New
306	Intact Investment Management Montreal, Quebec, Canada	$45.6M	+$15.7M	3	1.87%	Increased
307	Employees Retirement System of Texas Austin, Texas	$45.5M	-$1.59M	9	0.63%	Reduced
308	Gulf International Bank (UK) London, United Kingdom	$45.1M	+$1.59M	8	0.76%	Increased
309	RCM Riverhead Capital Management Wilmington, Delaware	$44.9M	+$11.2M	13	0.63%	Increased
310	RC Rivulet Capital Summit, New Jersey	$44.9M	+$4.55M	1	13.92%	Increased
311	CM CS McKee Pittsburgh, Pennsylvania	$44.9M	-$4.59M	1	1.65%	Reduced
312	Dana Investment Advisors Waukesha, Wisconsin	$44.2M	+$39.8M	2	1.99%	Increased
313	HCM HMI Capital Management San Francisco, California	$44.2M	-$31.6M	1	9.61%	Reduced
314	TCG Tremblant Capital Group West Palm Beach, Florida	$43.8M	-$28.2M	1	2.57%	Reduced
315	BA Boston Advisors Boston, Massachusetts	$43.7M	+$9.09M	4	1.07%	Increased
316	SJIC St. James Investment Company Southlake, Texas	$43.4M	+$32.3M	1	5.61%	Increased
317	CC Carlson Capital Dallas, Texas	$43M	-$51.5M	2	0.52%	Reduced
318	Obermeyer Wealth Partners Aspen, Colorado	$42.8M	-$477K	3	3.96%	Reduced
319	Baird Financial Group Milwaukee, Wisconsin	$42.3M	+$5M	6	0.4%	Increased
320	William Blair & Company Chicago, Illinois	$42M	-$700K	6	0.4%	Reduced
321	FMA Fiduciary Management Associates Chicago, Illinois	$41.8M	+$921K	2	2.73%	Increased
322	Envestnet Asset Management Chicago, Illinois	$41.5M	+$4.32M	17	0.18%	Increased
323	CI Investments Inc Toronto, Ontario, Canada	$41.3M	+$10.8M	2	0.53%	Increased
324	Gabelli Funds Rye, New York	$41.1M	-$646K	7	0.25%	Reduced
325	Diamond Hill Capital Management Columbus, Ohio	$40.9M	+$2.17M	1	0.26%	Increased