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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	$92.1M	+$9.38M	2	8.21%	Increased
352	PS Presima Securities Montreal, Quebec, Canada	$92.1M	-$7.2M	3	20.75%	Reduced
353	Assenagon Asset Management Senningerberg, Luxembourg	$91.9M	-$28.3M	16	0.24%	Reduced
354	Comerica Bank Dallas, Texas	$91.6M	+$15.8M	16	0.42%	Increased
355	Axiom Investors Greenwich, Connecticut	$91.3M	+$42.5M	2	0.9%	Increased
356	Artemis Investment Management Edinburgh, United Kingdom	$89.8M	-$24.8M	4	1.3%	Reduced
357	Zurich Insurance Group Zurich, Switzerland	$89.8M	-$3.74M	2	0.92%	Reduced
358	Whittier Trust South Pasadena, California	$89.7M	-$2.47M	14	1.45%	Reduced
359	Johnson Investment Counsel Cincinnati, Ohio	$89.1M	-$19.9M	9	1.05%	Reduced
360	FCI Financial Counselors Inc Overland Park, Kansas	$89.1M	-$1.42M	5	1.59%	Reduced
361	Davis Selected Advisers Tucson, Arizona	$88.8M	-$3.21M	4	0.5%	Reduced
362	Aspex Management (HK) Central, Hong Kong	$88.5M	$0	2	2.59%	Maintained
363	Chilton Capital Management Houston, Texas	$87M	-$5.43M	6	4.42%	Reduced
364	Acadian Asset Management Boston, Massachusetts	$86.6M	+$18.5M	13	0.34%	Increased
365	MCI McDonald Capital Investors Orinda, California	$86.3M	-$832K	1	6.02%	Reduced
366	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$86M	+$3.05M	21	0.1%	Increased
367	Factory Mutual Insurance Waltham, Massachusetts	$85.4M	+$9.47M	3	1.06%	Increased
368	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$83.8M	-$7.75M	13	0.78%	Reduced
369	EULAV Asset Management Sarasota, Florida	$83.8M	+$9.78M	4	2.59%	Increased
370	Mutual of America Capital Management New York	$83.7M	-$4.53M	13	0.96%	Reduced
371	Welch & Forbes Boston, Massachusetts	$83.7M	-$264K	5	1.26%	Reduced
372	Regions Financial Corp Birmingham, Alabama	$83.3M	-$725K	10	0.69%	Reduced
373	Boston Financial Management Boston, Massachusetts	$83.3M	-$634K	5	2.82%	Reduced
374	MAMU Marathon Asset Management (UK) London, United Kingdom	$83.3M	-$6.56M	1	2.34%	Reduced
375	TC TwinBeech Capital Purchase, New York	$82.9M	+$8.65M	8	1.34%	Increased