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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	Conestoga Capital Advisors Wayne, Pennsylvania	$42.6M	+$2.27M	1	2.92%	Increased
327	Hancock Whitney Gulfport, Mississippi	$42.6M	+$13M	5	1.69%	Increased
328	Manning & Napier Advisors Fairport, New York	$42.1M	+$3.06M	5	0.26%	Increased
329	DCM Daruma Capital Management New York	$41.8M	+$15.2M	1	2.55%	Increased
330	CGM Capital Growth Management Boston, Massachusetts	$41.7M	-$94.8M	3	1.97%	Reduced
331	Columbia Wanger Asset Management Chicago, Illinois	$41.2M	-$3.94M	1	0.54%	Reduced
332	Gabelli Funds Rye, New York	$41M	-$115K	7	0.24%	Reduced
333	MC MIG Capital Newport Beach, California	$40.6M	+$14.9M	1	7.43%	Increased
334	Capital International Los Angeles, California	$40.2M	-$653K	3	2.84%	Reduced
335	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$40.1M	-$2.37M	7	0.1%	Reduced
336	Virginia Retirement Systems Richmond, Virginia	$40M	-$1.96M	5	0.58%	Reduced
337	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$39.8M	-$280K	1	7.69%	Reduced
338	CC Cannell & Co New York	$39.6M	+$20.3M	3	1.44%	Increased
339	PC Passport Capital San Francisco, California	$39.6M	-$39.8M	3	0.82%	Reduced
340	FAS Formuepleje A/S Aarhus C, Denmark	$39M	+$630K	1	5.27%	Increased
341	Arizona State Retirement System Phoenix, Arizona	$38.4M	-$1.02M	12	0.58%	Reduced
342	Envestnet Asset Management Chicago, Illinois	$38M	-$8.79M	16	0.15%	Reduced
343	WCP Waterfront Capital Partners New York	$37.7M	+$4.5M	2	5.41%	Increased
344	STB S&T Bank Indiana, Pennsylvania	$37.2M	-$5.12M	2	6.18%	Reduced
345	HI Honeywell International Charlotte, North Carolina	$37M	-$11.9M	6	1.29%	Reduced
346	Dana Investment Advisors Waukesha, Wisconsin	$36.8M	-$13.4M	3	1.77%	Reduced
347	QS Investors New York	$36.8M	-$1.03M	13	0.29%	Reduced
348	HCM Hoplite Capital Management New York	$36.4M	$0	1	1.67%	Maintained
349	CG Clinton Group New York	$36.1M	+$13.4M	7	1.69%	Increased
350	Calamos Advisors Naperville, Illinois	$36.1M	-$358K	2	0.26%	Reduced