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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	Clark Capital Management Group Philadelphia, Pennsylvania	$35.2M	+$5.4M	2	1.37%	Increased
377	TCM Twin Capital Management Mcmurray, Pennsylvania	$34.5M	+$14.3M	5	2.04%	Increased
378	Första AP-fonden Stockholm, Sweden	$34.5M	+$20.1M	7	0.97%	Increased
379	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$34.5M	-$11.6M	1	1.51%	Reduced
380	Susquehanna International Group Bala Cynwyd, Pennsylvania	$34.4M	+$14.6M	16	0.02%	Increased
381	Vaughan Nelson Investment Management Houston, Texas	$34.2M	-$1.85M	1	0.41%	Reduced
382	Mitsubishi UFJ Asset Management Tokyo, Japan	$34M	-$3.01M	9	0.83%	Reduced
383	MCIM Meadow Creek Investment Management Atlanta, Georgia	$33.3M	-$1.59M	12	0.79%	Reduced
384	PFC Phocas Financial Corp Alameda, California	$33.2M	+$5.45M	4	2%	Increased
385	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$33.1M	-$1.16M	14	0.41%	Reduced
386	Rockefeller Financial Services New York	$32.8M	-$1.8M	4	0.65%	Reduced
387	AL AJO LP Philadelphia, Pennsylvania	$32.6M	+$17.2M	4	0.14%	Increased
388	Advisors Asset Management Monument, Colorado	$32.5M	-$2.52M	12	0.54%	Reduced
389	TC Towle & Co Denver, Colorado	$32.3M	+$1.02M	1	4.06%	Increased
390	NPIC Neumeier Poma Investment Counsel Carmel, California	$32.2M	+$7.87M	1	3.76%	Increased
391	SM SLS Management New York	$32M	-$3.43M	1	33.92%	Reduced
392	CCM Cobalt Capital Management Short Hills, New Jersey	$31.9M	+$615K	1	5.15%	Increased
393	BCM Barometer Capital Management Toronto, Ontario, Canada	$31.8M	+$12M	2	3.24%	Increased
394	QS Investors New York	$31.4M	-$11.4M	15	0.27%	Reduced
395	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.1M	-$1.47M	6	0.6%	Reduced
396	RCM Riverpark Capital Management New York	$31M	+$2.14M	1	3.57%	Increased
397	Utah Retirement Systems Salt Lake City, Utah	$30.9M	+$294K	8	0.72%	Increased
398	DCM Dupont Capital Management Wilmington, Delaware	$30.9M	+$6.13M	7	0.69%	Increased
399	MN Services Vermogensbeheer The Hague, Netherlands	$30.8M	+$26.2M	9	0.85%	Increased
400	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$30.2M	+$10.7M	5	0.69%	Increased