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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	SJIC St. James Investment Company Southlake, Texas	$40.7M	-$1.2M	1	5.16%	Reduced
327	Martingale Asset Management Boston, Massachusetts	$40.4M	-$5.79M	5	0.67%	Reduced
328	Castleark Management Chicago, Illinois	$40.3M	+$6.96M	5	1.28%	Increased
329	Eaton Vance Management Boston, Massachusetts	$40.3M	+$1.93M	6	0.12%	Increased
330	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$39.9M	+$3.67M	13	0.53%	Increased
331	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$39.5M	-$21.2M	7	0.1%	Reduced
332	VFA Virtus Fund Advisers Hartford, Connecticut	$39.1M	-$50.5M	6	0.35%	Reduced
333	Manning & Napier Advisors Fairport, New York	$38.7M	-$1.51M	5	0.23%	Reduced
334	Columbia Wanger Asset Management Chicago, Illinois	$38.6M	-$1.46M	1	0.45%	Reduced
335	QS Investors New York	$38.5M	-$6.03M	14	0.33%	Reduced
336	TEC Tiger Eye Capital Nashville, Tennessee	$38.4M	+$25M	2	5.4%	Increased
337	Conestoga Capital Advisors Wayne, Pennsylvania	$38.4M	-$14.8M	1	2.84%	Reduced
338	Arizona State Retirement System Phoenix, Arizona	$38.4M	+$2.52M	12	0.54%	Increased
339	Capital International Los Angeles, California	$38.1M	-$2.52M	3	2.76%	Reduced
340	Granahan Investment Management Waltham, Massachusetts	$37.9M	+$2.75M	3	1.38%	Increased
341	MAMU Marathon Asset Management (UK) London, United Kingdom	$37.9M	+$881K	1	0.8%	Increased
342	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$37.7M	-$971K	1	7.44%	Reduced
343	Zevenbergen Capital Investments Edmonds, Washington	$37.7M	+$10.3M	2	1.76%	Increased
344	Gabelli Funds Rye, New York	$37.5M	-$641K	7	0.22%	Reduced
345	WCP Waterfront Capital Partners New York	$37.1M	+$8.31M	2	5.9%	Increased
346	SM Senvest Management New York	$36.7M	-$11M	1	3%	Reduced
347	Saturna Capital Bellingham, Washington	$36.7M	-$813K	2	1.17%	Reduced
348	New Mountain Vantage Advisers New York	$36.4M	-$8.79M	1	1.91%	Reduced
349	FAS Formuepleje A/S Aarhus C, Denmark	$36.1M	-$2.22M	1	4.93%	Reduced
350	STB S&T Bank Indiana, Pennsylvania	$36M	-$1.21M	2	5.9%	Reduced