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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	MC MIG Capital Newport Beach, California	$107M	+$14.1M	2	14.91%	Increased
352	Yousif Capital Management Bloomfield Hills, Michigan	$106M	-$2.14M	18	1.17%	Reduced
353	Factory Mutual Insurance Waltham, Massachusetts	$106M	-$1.2M	3	1.21%	Reduced
354	Ariel Investments Chicago, Illinois	$106M	-$27.9M	1	1.04%	Reduced
355	Addenda Capital Montreal, Quebec, Canada	$106M	-$307K	1	4.01%	Reduced
356	PineBridge Investments New York	$106M	+$88M	6	0.84%	Increased
357	BRIM Broad Run Investment Management Arlington, Virginia	$105M	-$3.66M	2	12.94%	Reduced
358	STT Singapore Technologies Telemedia Singapore	$105M	$0	1	100%	Maintained
359	Panagora Asset Management Boston, Massachusetts	$104M	-$65.1M	13	0.54%	Reduced
360	Artemis Investment Management Edinburgh, United Kingdom	$103M	-$17M	4	1.3%	Reduced
361	TC Tairen Capital Hong Kong	$103M	+$79.5M	1	6.32%	New
362	Johnson Investment Counsel Cincinnati, Ohio	$102M	-$8.02M	11	1.11%	Reduced
363	Mutual of America Capital Management New York	$102M	+$2M	14	1.09%	Increased
364	FCI Financial Counselors Inc Overland Park, Kansas	$99.6M	-$5.22M	5	1.68%	Reduced
365	New York Life Investment Management New York	$97.9M	-$6.14M	13	0.97%	Reduced
366	Harding Loevner Bridgewater, New Jersey	$97.5M	-$2.46M	1	0.6%	Reduced
367	Nissay Asset Management Tokyo, Japan	$96.8M	+$9.07M	8	0.67%	Increased
368	ExodusPoint Capital Management New York	$95.8M	+$26.9M	14	0.73%	Increased
369	R.M. Davis Inc Portland, Maine	$95.7M	-$1.11M	4	2%	Reduced
370	Welch & Forbes Boston, Massachusetts	$95.5M	+$158K	5	1.31%	Increased
371	IP Interval Partners New York	$95.3M	-$1.36M	3	2.67%	Reduced
372	Pathstone Holdings Englewood, New Jersey	$95.3M	+$17.5M	20	0.44%	Increased
373	Axiom Investors Greenwich, Connecticut	$95M	-$3.47M	3	0.83%	Reduced
374	MML Investors Services Springfield, Massachusetts	$94.8M	+$2.06M	18	0.39%	Increased
375	First Financial Bankshares Abilene, Texas	$92.8M	-$1.71M	3	2.09%	Reduced