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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	HI Honeywell International Charlotte, North Carolina	$54.4M	+$12.6K	7	1.8%	Increased
327	William Blair & Company Chicago, Illinois	$54.3M	+$10.3M	10	0.37%	Increased
328	SF Schooner Foundation Boston, Massachusetts	$54.2M	-$41.7M	1	97.21%	Reduced
329	Hamlin Capital Management New York	$53.9M	-$1.26M	1	2.07%	Reduced
330	CIP Champlain Investment Partners Burlington, Vermont	$53.6M	-$18.3M	1	0.61%	Reduced
331	MC MIG Capital Newport Beach, California	$53.5M	-$6.19M	1	7.2%	Reduced
332	Driehaus Capital Management Chicago, Illinois	$53.3M	+$11.5M	12	2.02%	Increased
333	Prudential plc London, England, United Kingdom	$53M	+$1.69M	3	0.16%	Increased
334	United Capital Financial Advisors Irving, Texas	$53M	-$151K	9	0.42%	Reduced
335	Gateway Investment Advisers Cincinnati, Ohio	$52.9M	-$686K	6	0.45%	Reduced
336	FAS Formuepleje A/S Aarhus C, Denmark	$52.9M	+$1.23M	1	5.42%	Increased
337	Gabelli Funds Rye, New York	$52.5M	-$2.31M	7	0.3%	Reduced
338	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$52.1M	+$429K	1	8.79%	Increased
339	Nisa Investment Advisors St. Louis, Missouri	$51.6M	-$209K	13	0.53%	Reduced
340	SG Americas Securities New York	$51.6M	+$25.5M	13	0.48%	Increased
341	WCP Waterfront Capital Partners New York	$51.1M	+$18M	3	6.35%	Increased
342	PHAM Pacific Heights Asset Management San Francisco, California	$51.1M	-$15.7M	2	5.01%	Reduced
343	AHL Partners London, United Kingdom	$50.9M	+$9.33M	9	0.79%	Increased
344	IIM Ivory Investment Management New York	$50.8M	+$48.2M	1	2.9%	New
345	KeyBank National Association Cleveland, Ohio	$50.8M	+$268K	11	0.29%	Increased
346	State of Michigan Retirement System Lansing, Michigan	$50.5M	-$1.63M	9	0.4%	Reduced
347	Ninety One (UK) London, United Kingdom	$50.4M	-$2.41M	5	0.21%	Reduced
348	AACA American Assets Capital Advisers San Diego, California	$50.1M	+$19.2M	5	12.71%	Increased
349	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$49.6M	-$9.68M	1	3.28%	Reduced
350	AL AJO LP Philadelphia, Pennsylvania	$49.2M	-$396K	7	0.21%	Reduced