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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	Westwood Holdings Group Dallas, Texas	$69M	-$12.6M	6	0.61%	Reduced
302	Two Sigma Advisers New York	$68.7M	-$29.3M	14	0.17%	Reduced
303	Assenagon Asset Management Senningerberg, Luxembourg	$68.4M	-$64.9M	6	0.67%	Reduced
304	PIP Permian Investment Partners Dallas, Texas	$68.3M	+$63.6M	1	11.29%	New
305	ALPS Advisors Denver, Colorado	$67.7M	-$4.58M	11	0.44%	Reduced
306	Vaughan Nelson Investment Management Houston, Texas	$66.3M	+$5.85M	2	0.77%	Increased
307	Prudential plc London, England, United Kingdom	$66.1M	-$3.51M	4	0.21%	Reduced
308	BNP Paribas Asset Management Paris, France	$65.7M	-$3.52M	11	0.5%	Reduced
309	OCM Osterweis Capital Management San Francisco, California	$65.6M	+$351K	3	4.19%	Increased
310	Nisa Investment Advisors St. Louis, Missouri	$65.5M	+$9.37M	14	0.6%	Increased
311	South Texas Money Management San Antonio, Texas	$64.9M	+$164K	3	2.73%	Increased
312	Swiss Life Asset Management Zurich,	$64.4M	-$10.1M	6	0.86%	Reduced
313	Jacobs Levy Equity Management Florham Park, New Jersey	$63.7M	+$1.6M	8	0.9%	Increased
314	MP Makaira Partners La Jolla, California	$63.2M	$0	1	6.57%	Maintained
315	SAM Scopus Asset Management New York	$62.9M	+$17.5M	3	0.84%	Increased
316	MetLife Investment Management Whippany, New Jersey	$62.8M	+$11.5M	18	0.64%	Increased
317	CA Cortland Advisers Wilmington, Delaware	$62.5M	-$4.74M	1	3.17%	Reduced
318	TCM Tran Capital Management San Rafael, California	$62.1M	-$1.5M	2	7.7%	Reduced
319	United Capital Financial Advisors Irving, Texas	$61.3M	+$800K	9	0.43%	Increased
320	Artisan Partners Milwaukee, Wisconsin	$60.8M	+$38.4M	2	0.12%	Increased
321	NPIC Neumeier Poma Investment Counsel Carmel, California	$59.6M	+$1.73M	1	4.93%	Increased
322	Stockbridge Partners Boston, Massachusetts	$59.5M	-$308K	1	2.36%	Reduced
323	SJIC St. James Investment Company Southlake, Texas	$59.3M	-$871K	1	5.42%	Reduced
324	Gateway Investment Advisers Cincinnati, Ohio	$59.2M	+$5.53M	7	0.5%	Increased
325	Element Capital Management New York	$59.1M	+$15.8M	4	1.18%	Increased