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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
401	OIA Oechsle International Advisors Boston, Massachusetts	$28.6M	+$84.8K	1	29.58%	Increased
402	SCA Signpost Capital Advisors New York	$28M	+$27.2M	1	10.15%	New
403	GAMCO Investors Greenwich, Connecticut	$27.9M	-$400K	3	0.15%	Reduced
404	SAM Shell Asset Management The Hague, Netherlands	$27.9M	+$4.47M	7	0.49%	Increased
405	BAPIM British Airways Pensions Investment Management London, United Kingdom	$27.7M	+$27.7M	1	0.85%	New
406	Creative Planning Overland Park, Kansas	$27.6M	-$857K	19	0.26%	Reduced
407	QS Investors New York	$27.5M	+$2.64M	12	0.31%	Increased
408	W.H. Reaves & Co Jersey City, New Jersey	$27.5M	+$19.9M	1	0.95%	Increased
409	Rockefeller Financial Services New York	$27.4M	+$23.8M	5	0.59%	Increased
410	SIM Sadoff Investment Management Milwaukee, Wisconsin	$27.3M	+$109K	1	3.06%	Increased
411	Brandes Investment Partners La Jolla, California	$26.9M	-$46.6M	3	0.37%	Reduced
412	FM Forward Management San Francisco, California	$26.9M	+$17.7M	5	1.61%	Increased
413	Private Management Group Irvine, California	$26.7M	-$14.1M	2	1.71%	Reduced
414	CCM Cadian Capital Management New York	$26.7M	+$26M	1	0.72%	New
415	Cullen/Frost Bankers San Antonio, Texas	$26.4M	+$153K	2	0.99%	Increased
416	Ferguson Wellman Capital Management Portland, Oregon	$26.2M	-$3.09M	3	1.08%	Reduced
417	TC Towle & Co Denver, Colorado	$26.2M	+$182K	1	4.86%	Increased
418	Highbridge Capital Management New York	$25.7M	-$145K	4	0.35%	Reduced
419	Trillium Asset Management Boston, Massachusetts	$25.4M	+$3.51M	2	1.65%	Increased
420	Robeco Institutional Asset Management Rotterdam, Netherlands	$25.2M	-$6.38M	5	0.19%	Reduced
421	CC Carlson Capital Dallas, Texas	$25.1M	-$5.08M	1	0.28%	Reduced
422	CC Chubb Corp Warren, New Jersey	$25M	+$9	1	1.3%	Increased
423	OMC Overbrook Management Corp New York	$25M	-$1.46M	1	4.08%	Reduced
424	Commerzbank Aktiengesellschaft Frankfurt, Germany	$24.7M	-$14M	8	0.15%	Reduced
425	Candriam SCA Strassen, Luxembourg, Luxembourg	$24.7M	-$1.93M	4	0.5%	Reduced