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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	QS Investors New York	$40.5M	+$13.4M	14	0.39%	Increased
327	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$40M	+$349K	1	7.59%	Increased
328	Gateway Investment Advisers Cincinnati, Ohio	$40M	+$5.96M	7	0.35%	Increased
329	TPSF Texas Permanent School Fund Austin, Texas	$39.9M	+$947K	11	0.5%	Increased
330	Martingale Asset Management Boston, Massachusetts	$39.7M	+$9.19M	6	0.78%	Increased
331	LCM Lakewood Capital Management New York	$39.6M	$0	1	1.72%	Maintained
332	MAMU Marathon Asset Management (UK) London, United Kingdom	$38.7M	-$4.07M	1	0.85%	Reduced
333	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$38.2M	-$9.26M	1	0.77%	Reduced
334	HI Honeywell International Charlotte, North Carolina	$37.4M	-$51.2M	4	0.94%	Reduced
335	Columbia Wanger Asset Management Chicago, Illinois	$37.4M	-$4.9M	1	0.4%	Reduced
336	STB S&T Bank Indiana, Pennsylvania	$37.4M	+$45.7K	2	6.22%	Increased
337	TGI Tradewinds Global Investors Los Angeles, California	$37.3M	-$10.5M	2	2.25%	Reduced
338	Granahan Investment Management Waltham, Massachusetts	$36.8M	-$3.51M	3	1.34%	Reduced
339	Natixis Advisors Boston, Massachusetts	$36.8M	+$6.2M	8	0.55%	Increased
340	DL Delta Lloyd Amsterdam, Netherlands	$36.6M	-$7.14M	7	1.21%	Reduced
341	Saturna Capital Bellingham, Washington	$36.4M	-$15K	3	1.17%	Reduced
342	Eaton Vance Management Boston, Massachusetts	$36.2M	-$762K	6	0.11%	Reduced
343	CIM Calvert Investment Management Bethesda, Maryland	$35.7M	-$5.73M	5	1.57%	Reduced
344	FAS Formuepleje A/S Aarhus C, Denmark	$35.6M	+$70.3K	1	4.47%	Increased
345	Manning & Napier Advisors Fairport, New York	$35.4M	+$13.2M	5	0.21%	Increased
346	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$35.1M	+$119K	5	0.13%	Increased
347	GE General Electric Evendale, Ohio	$34.3M	+$2.85M	2	0.18%	Increased
348	SCM Symons Capital Management Pittsburgh, Pennsylvania	$34.3M	-$127K	2	8.53%	Reduced
349	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$34.3M	-$18.1M	2	0.54%	Reduced
350	Calamos Advisors Naperville, Illinois	$34.3M	+$213K	3	0.23%	Increased