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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	Blackstone Inc New York	$45.8M	+$49.8M	1	0.33%	New
377	CMG Cavalry Management Group San Francisco, California	$45.4M	+$46.4M	1	5%	New
378	TCM Tensile Capital Management Larkspur, California	$45.3M	+$272K	1	8.93%	Increased
379	State of Michigan Retirement System Lansing, Michigan	$45.2M	+$2.04M	9	0.5%	Increased
380	Zacks Investment Management Chicago, Illinois	$44.9M	-$693K	5	1.1%	Reduced
381	Banco Santander Madrid, Spain	$44.5M	+$32.5M	3	0.51%	Increased
382	Cincinnati Insurance Fairfield, Ohio	$44.5M	$0	2	1.38%	Maintained
383	Hancock Whitney Gulfport, Mississippi	$43.7M	+$8.02M	11	1.72%	Increased
384	Commonwealth Equity Services Waltham, Massachusetts	$43.7M	+$582K	16	0.2%	Increased
385	Locust Wood Capital Advisers New York	$43.5M	+$23.2M	2	3.68%	Increased
386	Saturna Capital Bellingham, Washington	$43.4M	-$252K	3	1.41%	Reduced
387	Teacher Retirement System of Texas Austin, Texas	$43.2M	-$1.4M	2	0.46%	Reduced
388	NIMC NWQ Investment Management Company Los Angeles, California	$43M	-$23.4M	4	1.73%	Reduced
389	TAMH Taikang Asset Management (HK) Hong Kong	$42.3M	+$5.73M	3	9.55%	Increased
390	Vestcor Inc Fredericton, New Brunswick, Canada	$42.2M	+$11.9M	9	2.38%	Increased
391	MSA Mason Street Advisors Milwaukee, Wisconsin	$42.1M	+$2.31M	14	0.97%	Increased
392	Fisher Asset Management Camas, Washington	$42M	+$192K	5	0.05%	Increased
393	BPB Badgley, Phelps & Bell Seattle, Washington	$42M	+$858K	3	2.76%	Increased
394	TP Toronado Partners San Francisco, California	$41.7M	-$10.1M	1	13.05%	Reduced
395	Scout Investments Kansas City, Missouri	$41.4M	+$39M	2	1.23%	Increased
396	Factory Mutual Insurance Waltham, Massachusetts	$41.3M	-$31.5M	2	0.78%	Reduced
397	NA Nottingham Advisors Amherst, New York	$40.6M	+$13.1M	1	6.15%	New
398	LBIM Land & Buildings Investment Management Stamford, Connecticut	$40.6M	+$15.3M	2	16.41%	Increased
399	HS Hazelview Securities Toronto, Ontario, Canada	$40.6M	+$20.8M	3	10.44%	Increased
400	MC MIG Capital Newport Beach, California	$40.3M	-$40.2M	1	4.74%	Reduced