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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$56M	-$1.45M	4	3.45%	Reduced
302	Holocene Advisors New York	$55.9M	+$56.3M	5	0.9%	Increased
303	South Texas Money Management San Antonio, Texas	$54.9M	+$2.58M	3	2.63%	Increased
304	Winton Group London, United Kingdom	$54.9M	+$26.6M	5	1.18%	Increased
305	CA Cortland Advisers Wilmington, Delaware	$54.1M	-$29K	1	2.55%	Reduced
306	ALPS Advisors Denver, Colorado	$53.7M	-$1.62M	10	0.42%	Reduced
307	Nisa Investment Advisors St. Louis, Missouri	$53.7M	-$1.39M	14	0.6%	Reduced
308	Ninety One (UK) London, United Kingdom	$53.6M	+$23.8M	2	0.23%	Increased
309	Prudential plc London, England, United Kingdom	$53.3M	-$2.89M	4	0.21%	Reduced
310	United Capital Financial Advisors Irving, Texas	$52.9M	-$935K	8	0.42%	Reduced
311	Addenda Capital Montreal, Quebec, Canada	$52.9M	+$4.42M	1	4.64%	Increased
312	MetLife Investment Management Whippany, New Jersey	$52.4M	-$759K	18	0.64%	Reduced
313	Gateway Investment Advisers Cincinnati, Ohio	$51.9M	+$1.05M	7	0.49%	Increased
314	CC Cannell & Co New York	$50.9M	+$1.99M	2	2.23%	Increased
315	BNP Paribas Asset Management Paris, France	$50.3M	-$6.1M	11	0.46%	Reduced
316	SJIC St. James Investment Company Southlake, Texas	$49.3M	-$1.97M	1	4.92%	Reduced
317	W.H. Reaves & Co Jersey City, New Jersey	$49.2M	+$35.3M	2	1.8%	Increased
318	Mairs & Power Inc St Paul, Minnesota	$48.5M	-$49.7K	1	0.65%	Reduced
319	Teacher Retirement System of Texas Austin, Texas	$48.4M	-$29.5M	4	0.45%	Reduced
320	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$48.1M	+$2.58M	1	4.47%	Increased
321	Discovery Capital Management South Norwalk, Connecticut	$47.8M	+$5.31M	1	3.98%	Increased
322	Jacobs Levy Equity Management Florham Park, New Jersey	$47.8M	-$3.4M	8	0.84%	Reduced
323	Fisher Asset Management Camas, Washington	$47.7M	+$1.12M	6	0.07%	Increased
324	EdgePoint Investment Group Toronto, Ontario, Canada	$46.9M	+$11.7M	1	0.56%	Increased
325	Whale Rock Capital Management Boston, Massachusetts	$46.5M	+$9.95M	1	1.48%	Increased