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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$33.3M +$904K 18 0.47% Increased
352
TPSF
Texas Permanent School Fund
Texas
$32.9M -$773K 10 0.42% Reduced
353
RC
Rivulet Capital
New Jersey
$32.3M +$13.3M 1 15.05% Increased
354
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.1M -$142M 1 0.22% Reduced
355
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.9M +$1.85M 1 0.57% Increased
356
LMR Partners
LMR Partners
United Kingdom
$31.8M +$3.56M 2 3.48% Increased
357
FMA
Fiduciary Management Associates
Illinois
$31.8M +$14.4M 2 2.07% Increased
358
ECM
EII Capital Management
New York
$31.7M -$4.43M 1 5.14% Reduced
359
Gabelli Funds
Gabelli Funds
New York
$31.5M -$3.7M 7 0.19% Reduced
360
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$31.3M -$2.88M 11 0.41% Reduced
361
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$31.2M -$236K 8 0.48% Reduced
362
OCAM
Onex Canada Asset Management
Ontario, Canada
$31.1M -$1.08M 1 3% Reduced
363
SCCM
Schafer Cullen Capital Management
New York
$31M -$3.1M 2 0.36% Reduced
364
HCCM
Herring Creek Capital Management
Connecticut
$31M -$418K 2 8.48% Reduced
365
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$30.4M -$2.74M 1 1.16% Reduced
366
FAS
Formuepleje A/S
Denmark
$30.4M +$9.04M 1 3.71% Increased
367
CEP
Chicago Equity Partners
Illinois
$30.4M +$26.6M 4 0.85% Increased
368
Alyeska Investment Group
Alyeska Investment Group
Illinois
$30M +$2.96M 1 0.35% Increased
369
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$29.6M -$9.02M 5 0.23% Reduced
370
Putnam Investments
Putnam Investments
Massachusetts
$29.4M -$27.7M 10 0.07% Reduced
371
SCM
Symons Capital Management
Pennsylvania
$29.2M +$17.2M 2 7.86% Increased
372
TCP
Tourbillon Capital Partners
New York
$29M +$35.4M 1 0.76% New
373
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$28.8M +$131K 8 0.35% Increased
374
JCM
Janney Capital Management
Pennsylvania
$28.7M +$1.85M 2 1.3% Increased
375
ALPS Advisors
ALPS Advisors
Colorado
$28.3M +$56.6M 6 0.3% Increased
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