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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
351	Nordea Investment Management Stockholm, Sweden	$29.7M	+$29.9M	4	0.18%	New
352	State of New Jersey Common Pension Fund D Trenton, New Jersey	$29.5M	+$31.5M	1	0.95%	New
353	CCM Century Capital Management Boston, Massachusetts	$29.5M	+$29.2M	1	1.16%	New
354	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$29.5M	+$28.4M	2	2.26%	New
355	Fjarde Ap-fonden Stockholm, Sweden	$29.2M	+$30M	7	0.61%	New
356	Nisa Investment Advisors St. Louis, Missouri	$29.1M	+$29.4M	8	0.45%	New
357	Foresters Investment Management New York	$29.1M	+$28M	2	0.88%	New
358	UBS O'Connor Chicago, Illinois	$29M	+$32.2M	2	0.54%	New
359	SG Swarthmore Group Philadelphia, Pennsylvania	$28.8M	+$27.6M	1	3.65%	New
360	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$28.7M	+$31.3M	3	0.14%	New
361	Alyeska Investment Group Chicago, Illinois	$28.3M	+$27.1M	1	1.39%	New
362	Baird Milwaukee, Wisconsin	$28.2M	+$28.7M	5	0.56%	New
363	Granahan Investment Management Waltham, Massachusetts	$28M	+$25.9M	3	0.81%	New
364	CCM Crestwood Capital Management New York	$28M	+$31.5M	1	3.96%	New
365	AL AJO LP Philadelphia, Pennsylvania	$27.7M	+$26.8M	4	0.13%	New
366	Cincinnati Insurance Fairfield, Ohio	$27.4M	+$26.4M	1	1.13%	New
367	Los Angeles Capital Management Los Angeles, California	$27.4M	+$32.7M	8	0.39%	New
368	Fifth Third Bancorp Cincinnati, Ohio	$26.8M	+$26.4M	11	0.29%	New
369	PEAK6 Group Chicago, Illinois	$26.3M	+$27.7M	7	0.1%	New
370	CC Carlson Capital Dallas, Texas	$26.3M	+$25.9M	1	0.32%	New
371	SCM SKBA Capital Management San Francisco, California	$26.2M	+$25.4M	2	3.09%	New
372	Scotia Capital Toronto, Ontario, Canada	$26.2M	+$26.7M	2	1.01%	New
373	SAM Scotia Asset Management Toronto, Ontario, Canada	$26.2M	+$26.3M	2	1.38%	New
374	Pinnacle Associates New York	$26.1M	+$25.6M	4	0.59%	New
375	STB S&T Bank Indiana, Pennsylvania	$26M	+$24.7M	2	4.55%	New