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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	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$51M	-$23.2M	1	2.76%	Reduced
352	Welch & Forbes Boston, Massachusetts	$50.8M	-$573K	2	1.21%	Reduced
353	MC MIG Capital Newport Beach, California	$50.6M	$0	1	6.75%	Maintained
354	Gabelli Funds Rye, New York	$50.1M	+$1.42M	9	0.29%	Increased
355	SF Schooner Foundation Boston, Massachusetts	$49.6M	$0	1	100%	Maintained
356	CC Carlson Capital Dallas, Texas	$49.3M	+$25.7M	2	0.61%	Increased
357	Martingale Asset Management Boston, Massachusetts	$49.3M	-$3.49M	6	0.58%	Reduced
358	FP Foundry Partners Minneapolis, Minnesota	$49.2M	-$3.04M	5	1.87%	Reduced
359	Highbridge Capital Management New York	$47.9M	+$17.9M	5	1.14%	Increased
360	Weiss Multi-Strategy Advisers New York	$47.3M	+$36.7M	4	1.25%	Increased
361	Xact Kapitalforvaltning Stockholm, Sweden	$47.2M	-$151K	16	0.99%	Reduced
362	Creative Planning Overland Park, Kansas	$47.1M	+$352K	15	0.17%	Increased
363	Bridgeway Capital Management Houston, Texas	$46.8M	-$3.19M	5	0.46%	Reduced
364	Ceredex Value Advisors Orlando, Florida	$46M	-$16.1M	2	0.52%	Reduced
365	HI Honeywell International Charlotte, North Carolina	$45.1M	+$145K	7	2.56%	Increased
366	Chilton Capital Management Houston, Texas	$45M	-$1.62M	2	3.72%	Reduced
367	OAM Oxford Asset Management Oxford, United Kingdom	$44.8M	+$9.09M	14	0.93%	Increased
368	State of Michigan Retirement System Lansing, Michigan	$44.1M	-$3.46M	9	0.32%	Reduced
369	AC Ashler Capital Chicago, Illinois	$44.1M	+$41.1M	1	2.5%	Increased
370	Boston Financial Management Boston, Massachusetts	$44M	+$5.59M	3	2.6%	Increased
371	HighTower Advisors Chicago, Illinois	$43.8M	-$1.15M	11	0.32%	Reduced
372	Cerity Partners New York	$43.7M	+$173K	6	3.02%	Increased
373	Andra AP-fonden Goteborg, Sweden	$43.2M	-$1.78M	9	1.11%	Reduced
374	Zacks Investment Management Chicago, Illinois	$43.1M	-$72.5M	3	0.9%	Reduced
375	Rockefeller Capital Management New York	$43M	-$135K	9	0.65%	Reduced