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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	$97.2M	+$9.53M	1	4.34%	Increased
302	MAMHA MY.Alpha Management HK Advisors Hong Kong	$96.1M	+$3.81M	2	31.12%	Increased
303	BRIM Broad Run Investment Management Arlington, Virginia	$95.5M	+$17.4M	2	11.38%	Increased
304	Vontobel Holding Zurich, Switzerland	$95M	+$13.5M	11	0.88%	Increased
305	AACA American Assets Capital Advisers San Diego, California	$94.8M	+$6.67M	5	22.14%	Increased
306	Fenimore Asset Management Cobleskill, New York	$94.8M	+$1.24M	2	2.47%	Increased
307	Chilton Capital Management Houston, Texas	$94.6M	+$14.1M	5	5.45%	Increased
308	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$93.8M	-$907K	3	6.62%	Reduced
309	Homestead Advisers Arlington, Virginia	$92.5M	-$1.68M	4	2.58%	Reduced
310	Davis Selected Advisers Tucson, Arizona	$90.9M	-$2.4M	4	0.6%	Reduced
311	Qube Research & Technologies (QRT) London, United Kingdom	$89.4M	+$30.5M	16	0.38%	Increased
312	ZP Zimmer Partners New York	$88.9M	-$128M	1	1.82%	Reduced
313	Aristotle Capital Management Los Angeles, California	$88M	+$20.7M	2	0.18%	Increased
314	Tudor Investment Corp Stamford, Connecticut	$87.1M	+$50.7M	13	1.35%	Increased
315	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$86.7M	+$2.44M	7	4.5%	Increased
316	Wedge Capital Management Charlotte, North Carolina	$86.7M	-$9.02M	4	1.46%	Reduced
317	Commonwealth Equity Services Waltham, Massachusetts	$86.3M	+$2.83M	21	0.18%	Increased
318	TAM Timucuan Asset Management Jacksonville, Florida	$85.4M	-$118K	1	3.57%	Reduced
319	MAMU Marathon Asset Management (UK) London, United Kingdom	$84.6M	-$948K	1	2.36%	Reduced
320	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$84.2M	+$14.9M	11	0.46%	Increased
321	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$83.9M	+$28.5K	13	0.72%	Increased
322	Addenda Capital Montreal, Quebec, Canada	$83.4M	-$1.17M	1	3.43%	Reduced
323	Yousif Capital Management Bloomfield Hills, Michigan	$83.3M	-$3.72M	17	1.08%	Reduced
324	NHAS Novo Holdings A/S Hellerup, Denmark	$82.1M	$0	1	5.42%	Maintained
325	SIC Schwartz Investment Counsel Plymouth, Michigan	$82M	-$22.9M	4	3.59%	Reduced