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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	Jacobs Levy Equity Management Florham Park, New Jersey	$66.5M	+$2.85M	8	0.92%	Increased
302	Hamlin Capital Management New York	$65.7M	+$15.1M	1	2.82%	Increased
303	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$65.6M	-$3.79M	9	0.64%	Reduced
304	Impax Asset Management Group London, United Kingdom	$65.5M	+$2.75M	6	0.85%	Increased
305	TCM Tensile Capital Management Larkspur, California	$65.5M	-$9.87M	2	8.58%	Reduced
306	United Capital Financial Advisors Irving, Texas	$64.4M	+$3.99M	10	0.42%	Increased
307	Cerity Partners New York	$64.2M	+$12.9M	4	4.05%	Increased
308	Addenda Capital Montreal, Quebec, Canada	$64M	-$2.24M	1	4.64%	Reduced
309	Winton Group London, United Kingdom	$63.9M	-$7.48M	8	1.24%	Reduced
310	MICM Matthews International Capital Management San Francisco, California	$63.3M	+$20.3M	2	2.87%	Increased
311	Beck Mack & Oliver New York	$63.3M	-$6.93M	3	2.23%	Reduced
312	CA Cortland Advisers Wilmington, Delaware	$63.2M	-$10M	1	2.95%	Reduced
313	Saturna Capital Bellingham, Washington	$62.3M	+$312K	3	1.83%	Increased
314	Fjarde Ap-fonden Stockholm, Sweden	$61.8M	-$3.85M	7	0.79%	Reduced
315	Mairs & Power Inc St Paul, Minnesota	$61.6M	+$8.47M	1	0.74%	Increased
316	CC Cannell & Co New York	$61.4M	-$1.77M	2	2.32%	Reduced
317	KeyBank National Association Cleveland, Ohio	$61M	+$2.31M	9	0.36%	Increased
318	OAM Oxford Asset Management Oxford, United Kingdom	$60.6M	-$538K	14	1.31%	Reduced
319	SFM Systematic Financial Management Teaneck, New Jersey	$60.1M	-$7.05M	5	2.34%	Reduced
320	Martingale Asset Management Boston, Massachusetts	$59.6M	+$1.11M	6	0.62%	Increased
321	Bridgeway Capital Management Houston, Texas	$59.4M	+$210K	4	0.76%	Increased
322	MSL Mackay Shields LLC New York	$58.4M	+$12.9M	10	0.4%	Increased
323	Gateway Investment Advisers Cincinnati, Ohio	$58.3M	-$1.08M	7	0.53%	Reduced
324	Teacher Retirement System of Texas Austin, Texas	$58.2M	+$19.1M	3	0.48%	Increased
325	Stockbridge Partners Boston, Massachusetts	$57.9M	-$3.91M	1	2.24%	Reduced