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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
326	CAM Cortina Asset Management Milwaukee, Wisconsin	$36.7M	-$1.12M	4	1.66%	Reduced
327	Granahan Investment Management Waltham, Massachusetts	$36.6M	-$27.4M	3	1.26%	Reduced
328	Robeco Institutional Asset Management Rotterdam, Netherlands	$36.6M	+$8.03M	6	0.31%	Increased
329	Gulf International Bank (UK) London, United Kingdom	$36.5M	+$835K	8	0.63%	Increased
330	HVCM HG Vora Capital Management New York	$36.4M	+$22.9M	1	5.91%	Increased
331	Fidelity International Hamilton, Bermuda	$36.4M	-$102M	3	0.11%	Reduced
332	Saturna Capital Bellingham, Washington	$36M	-$974K	4	1.11%	Reduced
333	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$35.9M	-$367K	1	7.12%	Reduced
334	STB S&T Bank Indiana, Pennsylvania	$35.8M	-$252K	2	5.55%	Reduced
335	Conestoga Capital Advisors Wayne, Pennsylvania	$35.6M	-$10.7M	1	2.87%	Reduced
336	SFM Systematic Financial Management Teaneck, New Jersey	$35.5M	-$5.31M	3	0.39%	Reduced
337	RC Rivulet Capital Summit, New Jersey	$35.4M	-$5.42M	1	15.73%	Reduced
338	TPSF Texas Permanent School Fund Austin, Texas	$35.2M	+$29.7K	10	0.43%	Increased
339	William Blair & Company Chicago, Illinois	$35M	-$3.6M	6	0.33%	Reduced
340	Gabelli Funds Rye, New York	$34.9M	+$1.56M	7	0.21%	Increased
341	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$34.9M	-$19.5M	5	0.1%	Reduced
342	Eaton Vance Management Boston, Massachusetts	$34.7M	-$17.7M	6	0.1%	Reduced
343	Junto Capital Management New York	$34.5M	+$33.4M	1	5.05%	New
344	Los Angeles Capital Management Los Angeles, California	$34.4M	+$29.7M	6	0.31%	Increased
345	CC Cannell & Co New York	$34.2M	-$16.8M	3	1.11%	Reduced
346	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$34.1M	-$428K	11	0.44%	Reduced
347	FAS Formuepleje A/S Aarhus C, Denmark	$33.9M	+$1.32M	1	3.85%	Increased
348	SLCM Seven Locks Capital Management New York	$33.2M	-$9.78M	2	10.11%	Reduced
349	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$32.8M	-$60.2M	4	0.12%	Reduced
350	Envestnet Asset Management Chicago, Illinois	$32.6M	-$5.49M	17	0.15%	Reduced