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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	Welch & Forbes Boston, Massachusetts	$55.6M	+$327K	4	1.08%	Increased
377	Chilton Capital Management Houston, Texas	$55.5M	-$12.1M	3	3.69%	Reduced
378	Pinnacle Associates New York	$55M	+$122K	8	1.26%	Increased
379	Glenview Capital Management New York	$54.9M	+$55.7M	1	1.37%	Increased
380	TCW Group Los Angeles, California	$54.3M	-$15.1M	6	0.79%	Reduced
381	United Capital Financial Advisors Irving, Texas	$54M	-$24.7M	8	0.32%	Reduced
382	Klingenstein Fields & Co New York	$54M	-$302K	4	2.97%	Reduced
383	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$53.9M	+$770K	13	0.54%	Increased
384	Jennison Associates New York	$53.4M	+$6.79M	4	0.05%	Increased
385	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$53.2M	-$37.1M	3	1.3%	Reduced
386	Första AP-fonden Stockholm, Sweden	$53M	-$4.11M	7	0.65%	Reduced
387	Gabelli Funds Rye, New York	$53M	-$11.9M	10	0.44%	Reduced
388	MFWM Motley Fool Wealth Management Alexandria, Virginia	$52.9M	-$461K	2	3.46%	Reduced
389	TIAM TT International Asset Management London, United Kingdom	$51.9M	-$15.4M	1	5.86%	Reduced
390	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$51.8M	-$2.09M	1	4.69%	Reduced
391	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$51.8M	+$116K	1	3.09%	Increased
392	MAM Melqart Asset Management London, United Kingdom	$51.8M	+$33.7M	1	3.96%	Increased
393	TPSF Texas Permanent School Fund Austin, Texas	$51.7M	+$2.55M	13	0.83%	Increased
394	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$51.4M	+$6.32M	2	2.86%	Increased
395	SRFM Shannon River Fund Management New York	$51.1M	-$10.5M	1	21.96%	Reduced
396	Calamos Advisors Naperville, Illinois	$50.8M	-$1.01M	6	0.23%	Reduced
397	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$50.6M	+$58.4M	14	0.59%	New
398	SFG Sather Financial Group Victoria, Texas	$50.4M	-$324K	1	5.55%	Reduced
399	Beck Mack & Oliver New York	$50.3M	-$2.41M	2	1.63%	Reduced
400	SCH Sylebra Capital (HK) Hong Kong	$50.3M	-$7.53M	1	2.49%	Reduced