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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	Paradigm Capital Management Inc Albany, New York	$103M	-$13.9M	2	5.92%	Reduced
302	Border to Coast Pensions Partnership Leeds, United Kingdom	$103M	-$5.4M	2	2.74%	Reduced
303	State of Michigan Retirement System Lansing, Michigan	$103M	-$176K	9	0.66%	Reduced
304	Geneva Capital Management Milwaukee, Wisconsin	$103M	-$1.54M	2	2.16%	Reduced
305	TPSF Texas Permanent School Fund Austin, Texas	$103M	-$1.61M	13	1%	Reduced
306	BRIM Broad Run Investment Management Arlington, Virginia	$101M	+$14.6M	2	13.4%	Increased
307	Loomis, Sayles & Company Boston, Massachusetts	$101M	-$1.14M	10	0.17%	Reduced
308	Cresset Asset Management Chicago, Illinois	$101M	+$877K	16	0.39%	Increased
309	SSM Sound Shore Management Greenwich, Connecticut	$101M	-$24.6M	1	3.87%	Reduced
310	SFM Systematic Financial Management Teaneck, New Jersey	$101M	-$17.4M	4	3.25%	Reduced
311	TimesSquare Capital Management New York	$100M	-$18.6M	2	1.56%	Reduced
312	Johnson Investment Counsel Cincinnati, Ohio	$99.6M	-$35.6M	9	1.28%	Reduced
313	Cooperman Leon G	$98.6M	-$11.5M	1	5.16%	Reduced
314	Capital Group Private Client Services Los Angeles, California	$98.2M	-$1.53M	1	1.2%	Reduced
315	Fifth Third Bancorp Cincinnati, Ohio	$97.3M	+$20.5M	20	0.45%	Increased
316	Westfield Capital Management Boston, Massachusetts	$96M	+$38.1M	5	0.65%	Increased
317	Commonwealth Equity Services Waltham, Massachusetts	$95.9M	+$4.45M	24	0.2%	Increased
318	TAM Thematics Asset Management Paris, France	$95.9M	-$9.71M	3	4.72%	Reduced
319	Check Capital Management Costa Mesa, California	$95M	+$865K	1	3.65%	Increased
320	GCM Gladstone Capital Management London, United Kingdom	$94.9M	+$94.2M	2	9.69%	Increased
321	Glenmede Trust Philadelphia, Pennsylvania	$93.8M	-$23.3M	13	0.54%	Reduced
322	Rokos Capital Management (UK) London, United Kingdom	$93.2M	+$59M	1	0.68%	Increased
323	Heard Capital LLC Chicago, Illinois	$91.7M	+$13.7M	2	6.76%	Increased
324	AACA American Assets Capital Advisers San Diego, California	$91.7M	-$16.3M	5	25.89%	Reduced
325	TCW Group Los Angeles, California	$90.1M	-$3.69M	7	1.13%	Reduced