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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	Brown Advisory Baltimore, Maryland	$35.8M	-$1.54M	6	0.11%	Reduced
352	AG Ashmore Group London, United Kingdom	$35.8M	+$4.89M	1	4.73%	Increased
353	Foresters Investment Management New York	$35.6M	-$2.82M	3	0.73%	Reduced
354	DL Delta Lloyd Amsterdam, Netherlands	$35.2M	-$3.79M	7	1.1%	Reduced
355	SCM SKBA Capital Management San Francisco, California	$35.2M	+$5.18M	2	3.12%	Increased
356	GC GW Capital Bellevue, Washington	$35.2M	-$6.28M	1	1.35%	Reduced
357	Granahan Investment Management Waltham, Massachusetts	$34.9M	-$2.9M	3	1.02%	Reduced
358	GA GRS Advisors Chicago, Illinois	$34.8M	+$17.1M	1	2.21%	Increased
359	Regions Financial Corp Birmingham, Alabama	$34.7M	+$3.57M	5	0.42%	Increased
360	CC Colrain Capital Boston, Massachusetts	$34.7M	+$8.71M	2	2.5%	Increased
361	HI Honeywell International Charlotte, North Carolina	$34.3M	+$6.18M	3	0.79%	Increased
362	State of Tennessee, Department of Treasury Nashville, Tennessee	$34.1M	+$2.74M	10	0.19%	Increased
363	CAM Cortina Asset Management Milwaukee, Wisconsin	$34M	+$3.87M	4	1.29%	Increased
364	CC Coastland Capital Palo Alto, California	$33.9M	+$14.3M	2	1.75%	Increased
365	Saturna Capital Bellingham, Washington	$33.7M	$0	4	0.88%	Maintained
366	SCGE Management Menlo Park, California	$33.6M	+$1.21M	1	4.11%	Increased
367	Employees Provident Fund Board Shah Alam, Malaysia	$33.5M	+$8.76M	1	1.06%	Increased
368	Fifth Third Bancorp Cincinnati, Ohio	$33.1M	-$5.99M	16	0.3%	Reduced
369	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$32.6M	-$514K	1	6.07%	Reduced
370	GAMCO Investors Greenwich, Connecticut	$32.5M	+$804K	3	0.17%	Increased
371	STB S&T Bank Indiana, Pennsylvania	$32.4M	-$182K	2	4.87%	Reduced
372	Cincinnati Insurance Fairfield, Ohio	$32.1M	$0	1	1.16%	Maintained
373	Marshall Wace London, United Kingdom	$31.9M	-$34M	5	0.47%	Reduced
374	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$31.9M	-$4.04M	5	0.25%	Reduced
375	Adams Diversified Equity Fund Baltimore, Maryland	$31.8M	$0	2	2.13%	Maintained