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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	Fort Washington Investment Advisors Cincinnati, Ohio	$67.2M	-$5.76M	3	0.52%	Reduced
352	PS Presima Securities Montreal, Quebec, Canada	$66.4M	+$30.8M	2	19.15%	Increased
353	Aristotle Capital Management Los Angeles, California	$65.6M	-$22.9M	2	0.14%	Reduced
354	MC MIG Capital Newport Beach, California	$65.4M	+$2.01M	2	12.84%	Increased
355	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$65.3M	+$14.6M	8	1.12%	Increased
356	Jefferies Financial Group New York	$65.3M	+$69.2M	8	0.45%	New
357	PGH Partners Group Holding Baar-Zug, Switzerland	$65M	-$3.71M	3	4.97%	Reduced
358	FCI Financial Counselors Inc Overland Park, Kansas	$64.8M	+$11.7M	6	1.45%	Increased
359	Trillium Asset Management Boston, Massachusetts	$64.7M	-$4.29M	2	1.99%	Reduced
360	Welch & Forbes Boston, Massachusetts	$64.6M	+$996K	5	1.16%	Increased
361	TCW Group Los Angeles, California	$64.4M	-$805K	7	0.92%	Reduced
362	Gabelli Funds Rye, New York	$64.3M	-$2.34M	10	0.5%	Reduced
363	MCI McDonald Capital Investors Orinda, California	$64.1M	-$4.62M	1	5.32%	Reduced
364	NPIC Neumeier Poma Investment Counsel Carmel, California	$64.1M	-$4.8M	1	5.95%	Reduced
365	Huntington National Bank Columbus, Ohio	$64M	-$9.57M	25	0.67%	Reduced
366	Swiss Life Asset Management Zurich,	$63.6M	-$503K	8	1.06%	Reduced
367	Avalon Investment & Advisory Houston, Texas	$63.3M	-$12.1M	5	1.8%	Reduced
368	T. Rowe Price Investment Management Baltimore, Maryland	$63M	+$5.35M	1	0.05%	Increased
369	NIMI Natixis Investment Managers International Paris, France	$62.3M	+$16M	5	4.65%	Increased
370	Paradigm Capital Management Inc Albany, New York	$62M	-$2.8M	2	4.1%	Reduced
371	NIG NFJ Investment Group Dallas, Texas	$61.6M	-$727K	6	1.62%	Reduced
372	SRFM Shannon River Fund Management New York	$61.4M	-$4.15M	1	15.06%	Reduced
373	TPSF Texas Permanent School Fund Austin, Texas	$61.1M	+$1.74M	13	0.93%	Increased
374	Copeland Capital Management Conshohocken, Pennsylvania	$60.8M	+$6.82M	4	1.6%	Increased
375	IAM Iridian Asset Management Westport, Connecticut	$60.6M	-$13.7M	3	5.84%	Reduced