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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	IAM Impax Asset Management Portsmouth, New Hampshire	$37.2M	-$497K	3	2.15%	Reduced
377	Första AP-fonden Stockholm, Sweden	$37.1M	+$9.82M	8	1.29%	Increased
378	GHCM Glen Harbor Capital Management San Diego, California	$37.1M	-$3.59M	14	0.84%	Reduced
379	HighTower Advisors Chicago, Illinois	$37.1M	-$1.47M	11	0.31%	Reduced
380	Whale Rock Capital Management Boston, Massachusetts	$36.8M	+$8.31M	1	1.25%	Increased
381	IP Interval Partners New York	$36.7M	+$37.7M	1	1.66%	New
382	SCM Stevens Capital Management Radnor, Pennsylvania	$36.3M	+$14M	7	1.38%	Increased
383	BWCA Brenner West Capital Advisors New York	$36.3M	+$20.3M	1	4.96%	Increased
384	Cincinnati Insurance Fairfield, Ohio	$36.2M	$0	1	1.09%	Maintained
385	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.8M	-$298K	2	1.56%	Reduced
386	WCP Waterfront Capital Partners New York	$35.6M	-$13M	2	4.27%	Reduced
387	Emerald Advisers Leola, Pennsylvania	$35.6M	+$7.27M	3	1.43%	Increased
388	Mitsubishi UFJ Asset Management Tokyo, Japan	$35.3M	-$976K	9	0.82%	Reduced
389	Haverford Trust Company Radnor, Pennsylvania	$35.2M	-$1.01M	2	0.7%	Reduced
390	Assenagon Asset Management Senningerberg, Luxembourg	$35.1M	-$41.7M	6	0.46%	Reduced
391	Voloridge Investment Management Jupiter, Florida	$35M	+$26.4M	6	0.82%	Increased
392	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$34.9M	+$122K	2	3.94%	Increased
393	Rafferty Asset Management New York	$34.8M	+$5.38M	8	0.52%	Increased
394	Westfield Capital Management Boston, Massachusetts	$34.4M	-$102M	2	0.27%	Reduced
395	OCM Osterweis Capital Management San Francisco, California	$34.2M	+$6.53M	2	2.43%	Increased
396	MLICM Metropolitan Life Insurance Company (MetLife) New York	$33.8M	+$365K	17	0.48%	Increased
397	PHAM Pacific Heights Asset Management San Francisco, California	$33.7M	-$14.6M	2	3.58%	Reduced
398	MUFG Securities EMEA London, United Kingdom	$33.6M	+$8.23M	1	0.71%	Increased
399	Cerity Partners New York	$33.6M	+$221K	4	2.57%	Increased
400	SG Americas Securities New York	$33.6M	-$15.1M	17	0.27%	Reduced