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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	NPIC Neumeier Poma Investment Counsel Carmel, California	$49.9M	-$4.72M	1	4.18%	Reduced
352	Gabelli Funds Rye, New York	$49.8M	+$129K	9	0.31%	Increased
353	Driehaus Capital Management Chicago, Illinois	$49.1M	+$4.72M	9	1.84%	Increased
354	FP Foundry Partners Minneapolis, Minnesota	$48.7M	+$1.14M	5	1.95%	Increased
355	Hamlin Capital Management New York	$48.6M	-$718K	1	2.16%	Reduced
356	Advisors Asset Management Monument, Colorado	$48.3M	-$2.71M	15	0.88%	Reduced
357	Cerity Partners New York	$48.3M	+$2.55M	5	3.25%	Increased
358	Suntrust Banks Atlanta, Georgia	$48.2M	+$3.29M	9	0.25%	Increased
359	DCM Dupont Capital Management Wilmington, Delaware	$47.4M	+$3.99M	12	1.08%	Increased
360	GIP General Industrial Partners London, United Kingdom	$46.7M	+$42M	1	16.55%	New
361	Fisher Asset Management Camas, Washington	$46.6M	-$3.95M	6	0.05%	Reduced
362	LSCM Light Street Capital Management Palo Alto, California	$46.4M	+$39.4M	1	3.1%	New
363	CP Cumberland Partners Toronto, Ontario, Canada	$46.3M	-$658K	4	4.66%	Reduced
364	Boston Financial Management Boston, Massachusetts	$46.1M	+$2.56M	3	2.8%	Increased
365	Putnam Investments Boston, Massachusetts	$46M	+$36.2M	8	0.11%	Increased
366	Andra AP-fonden Goteborg, Sweden	$45.8M	+$42.7M	9	1.33%	New
367	Swiss Life Asset Management Zurich,	$45.4M	+$8.46M	5	0.57%	Increased
368	State of Michigan Retirement System Lansing, Michigan	$44.9M	+$626K	9	0.36%	Increased
369	Brandywine Global Investment Management Philadelphia, Pennsylvania	$44.8M	-$1.39M	4	0.31%	Reduced
370	Cincinnati Insurance Fairfield, Ohio	$44.7M	$0	2	1.25%	Maintained
371	Mutual of America Capital Management New York	$44.6M	+$2.36M	13	0.65%	Increased
372	Fort Washington Investment Advisors Cincinnati, Ohio	$44.4M	-$8.48M	8	0.5%	Reduced
373	Huntington National Bank Columbus, Ohio	$44.4M	+$1.06M	12	0.73%	Increased
374	William Blair & Company Chicago, Illinois	$44.1M	+$3.83M	11	0.27%	Increased
375	MSL Mackay Shields LLC New York	$43.9M	+$6.37M	9	0.32%	Increased