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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	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$33.1M	+$2.89M	14	0.42%	Increased
377	CC Carlson Capital Dallas, Texas	$33.1M	+$4.52M	3	0.42%	Increased
378	BB&T Securities Richmond, Virginia	$32.7M	+$3.04M	12	0.45%	Increased
379	Driehaus Capital Management Chicago, Illinois	$32.6M	+$4.94M	6	1.12%	Increased
380	SG Americas Securities New York	$32.6M	-$7.74M	15	0.29%	Reduced
381	SM SLS Management New York	$32.5M	+$2.59M	1	45.25%	Increased
382	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$32.3M	-$19.5M	2	1.95%	Reduced
383	TC Towle & Co Denver, Colorado	$32.2M	+$4.37M	1	3.71%	Increased
384	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32.1M	-$3.12M	1	0.66%	Reduced
385	PointState Capital New York	$32.1M	+$30.7M	1	0.33%	New
386	SAM Sentinel Asset Management Montpelier, Vermont	$32.1M	+$7.37M	1	0.76%	Increased
387	MCIM Meadow Creek Investment Management Atlanta, Georgia	$31.8M	+$12.3M	12	0.77%	Increased
388	FI Fosun International Hong Kong, China	$30.9M	+$22.6M	2	3.87%	Increased
389	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$30.7M	-$4.95M	6	0.58%	Reduced
390	First Eagle Investment Management New York	$30.6M	-$93.8K	1	0.08%	Reduced
391	Fjarde Ap-fonden Stockholm, Sweden	$30.4M	-$76.2K	8	0.73%	Reduced
392	AFG American Financial Group Cincinnati, Ohio	$30.4M	+$33M	1	2.81%	New
393	Xact Kapitalforvaltning Stockholm, Sweden	$30.3M	+$4.81M	7	0.93%	Increased
394	Barings Charlotte, North Carolina	$30.2M	+$26.7M	6	0.61%	Increased
395	Cincinnati Insurance Fairfield, Ohio	$29.6M	$0	1	0.94%	Maintained
396	Perpetual Ltd Sydney, New South Wales, Australia	$29.3M	+$3.81M	4	2.91%	Increased
397	PIA Piedmont Investment Advisors Durham, North Carolina	$29.3M	-$7.63M	1	0.61%	Reduced
398	Hancock Whitney Gulfport, Mississippi	$29.2M	-$6.19M	4	1.22%	Reduced
399	Chilton Capital Management Houston, Texas	$29.2M	+$8.44M	2	2.9%	Increased
400	Swiss Life Asset Management Zurich,	$29M	+$4.05M	7	0.78%	Increased