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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	Check Capital Management Costa Mesa, California	$62.2M	+$7.36M	1	3.31%	Increased
302	AIM Allen Investment Management New York	$61.8M	+$5.46M	3	2.57%	Increased
303	MCI McDonald Capital Investors Orinda, California	$61.6M	+$25.8M	1	4.98%	Increased
304	Prudential plc London, England, United Kingdom	$60.8M	+$9.67M	3	0.19%	Increased
305	Gulf International Bank (UK) London, United Kingdom	$60.5M	-$557K	9	0.78%	Reduced
306	Employees Retirement System of Texas Austin, Texas	$60.4M	-$7.09M	9	0.82%	Reduced
307	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$60.3M	-$10.2M	2	0.1%	Reduced
308	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$60.1M	+$16.5M	1	4.17%	Increased
309	Eagle Asset Management St Petersburg, Florida	$60M	-$16.8M	6	0.33%	Reduced
310	MP Makaira Partners La Jolla, California	$59.7M	+$867K	1	6.79%	Increased
311	Westwood Holdings Group Dallas, Texas	$59.5M	+$4.44M	5	0.48%	Increased
312	South Texas Money Management San Antonio, Texas	$59M	+$12.5M	3	2.7%	Increased
313	Factory Mutual Insurance Waltham, Massachusetts	$57.7M	-$8.28M	2	0.63%	Reduced
314	TCM Tran Capital Management San Rafael, California	$57.5M	+$43.3M	2	7.47%	Increased
315	Thornburg Investment Management Santa Fe, New Mexico	$56.3M	-$43.9M	3	0.42%	Reduced
316	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$55.8M	-$2.36M	2	0.52%	Reduced
317	DCM Daruma Capital Management New York	$55.8M	-$1.6M	1	3.48%	Reduced
318	SJIC St. James Investment Company Southlake, Texas	$55.5M	-$1.64M	1	6.71%	Reduced
319	Discovery Capital Management South Norwalk, Connecticut	$55.4M	+$54.3M	1	1.93%	Increased
320	Saturna Capital Bellingham, Washington	$54.9M	+$226K	2	1.75%	Increased
321	Fisher Asset Management Camas, Washington	$54.8M	-$1.62M	6	0.07%	Reduced
322	Hamlin Capital Management New York	$54.4M	-$183K	1	2.1%	Reduced
323	Welch & Forbes Boston, Massachusetts	$54.3M	-$397K	2	1.4%	Reduced
324	KeyBank National Association Cleveland, Ohio	$53.2M	+$2.75M	11	0.31%	Increased
325	TPSF Texas Permanent School Fund Austin, Texas	$52.4M	-$2.12M	13	0.7%	Reduced