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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
376	O'Shaughnessy Asset Management Stamford, Connecticut	$31.8M	-$750K	12	0.74%	Reduced
377	Diamond Hill Capital Management Columbus, Ohio	$31.6M	+$1.15M	1	0.2%	Increased
378	Private Management Group Irvine, California	$31.2M	-$32.5K	2	1.93%	Reduced
379	CEP Chicago Equity Partners Chicago, Illinois	$31M	+$1.91M	3	0.86%	Increased
380	Fjarde Ap-fonden Stockholm, Sweden	$30.9M	+$1.24M	7	0.68%	Increased
381	Meag Munich Ergo Munich, Germany	$30.8M	+$614K	3	1.52%	Increased
382	CIM Calvert Investment Management Bethesda, Maryland	$30.5M	-$1.74M	5	1.12%	Reduced
383	Haverford Trust Company Radnor, Pennsylvania	$30.5M	+$776	2	0.76%	Increased
384	Jacobs Levy Equity Management Florham Park, New Jersey	$30.4M	+$3.01M	3	0.54%	Increased
385	ExxonMobil Investment Management Irving, Texas	$30.3M	-$234K	6	0.63%	Reduced
386	Samlyn Capital New York	$30.2M	-$57.4M	1	0.72%	Reduced
387	RIM Rainier Investment Management Seattle, Washington	$30M	-$38.8M	3	1.94%	Reduced
388	MCM McKinley Capital Management Anchorage, Alaska	$28.5M	+$7.49M	6	1.03%	Increased
389	FP Foundry Partners Minneapolis, Minnesota	$28.3M	+$2.93M	3	1.49%	Increased
390	Truist Financial Charlotte, North Carolina	$28.2M	+$165K	7	0.58%	Increased
391	ACM Archer Capital Management New York	$28.2M	+$4.09M	1	7.07%	Increased
392	Chilton Capital Management Houston, Texas	$27.9M	-$402K	2	2.81%	Reduced
393	SCCM Schafer Cullen Capital Management New York	$27.8M	-$1.41M	2	0.33%	Reduced
394	SM Senvest Management New York	$27.8M	-$17.2M	1	1.99%	Reduced
395	SCM Stevens Capital Management Radnor, Pennsylvania	$27.7M	-$25M	7	1.15%	Reduced
396	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$27.7M	-$2.98M	2	6.12%	Reduced
397	Advisors Asset Management Monument, Colorado	$27.3M	-$551K	13	0.45%	Reduced
398	BNP Paribas Financial Markets Paris, France	$27.2M	-$28.5M	21	0.11%	Reduced
399	Cincinnati Insurance Fairfield, Ohio	$27.2M	$0	1	0.88%	Maintained
400	CM CS McKee Pittsburgh, Pennsylvania	$27.1M	-$17M	1	1.72%	Reduced