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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	SAC SPQ Asia Capital Hong Kong	$26.6M	+$21.3M	1	20.54%	Increased
402	LBIM Land & Buildings Investment Management Stamford, Connecticut	$26.4M	+$17M	2	14.29%	Increased
403	Sterling Capital Management Charlotte, North Carolina	$26.4M	+$5.36M	7	0.24%	Increased
404	London Company of Virginia Richmond, Virginia	$26.4M	-$695K	1	0.2%	Reduced
405	Truist Financial Charlotte, North Carolina	$26.3M	+$18.9M	7	0.55%	Increased
406	Private Management Group Irvine, California	$26.2M	+$1.39M	2	1.72%	Increased
407	EverPoint Asset Management Stamford, Connecticut	$26.2M	+$11.7M	4	0.52%	Increased
408	ACM Archer Capital Management New York	$26.1M	-$10.6M	1	5.08%	Reduced
409	Utah Retirement Systems Salt Lake City, Utah	$25.7M	+$968K	8	0.69%	Increased
410	CCI Columbus Circle Investors	$25.6M	+$9.52M	2	0.26%	Increased
411	Cincinnati Insurance Fairfield, Ohio	$25.6M	$0	1	0.84%	Maintained
412	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25.3M	-$5.83M	1	1.91%	Reduced
413	CIBC Private Wealth Group Atlanta, Georgia	$25.2M	+$559K	5	0.18%	Increased
414	Trillium Asset Management Boston, Massachusetts	$25.2M	+$1.72M	2	1.66%	Increased
415	Glenmede Trust Philadelphia, Pennsylvania	$25.1M	+$6.23M	17	0.15%	Increased
416	Personal Capital Advisors Redwood City, California	$24.7M	+$2.43M	2	0.95%	Increased
417	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$24.7M	-$13.6M	2	0.4%	Reduced
418	Susquehanna International Group Bala Cynwyd, Pennsylvania	$24.2M	-$20.2M	12	0.01%	Reduced
419	Capital Fund Management (CFM) Paris, France	$23.9M	+$19.4M	8	0.22%	Increased
420	DekaBank Deutsche Girozentrale Frankfurt, Germany	$23.7M	-$11M	9	0.27%	Reduced
421	ANI American National Insurance Galveston, Texas	$23.6M	$0	4	1.38%	Maintained
422	ACM Atlanta Capital Management Atlanta, Georgia	$23.5M	+$525K	1	0.16%	Increased
423	SAM Scopus Asset Management New York	$23.5M	-$11.4M	1	0.31%	Reduced
424	Point72 Asset Management Stamford, Connecticut	$23.3M	-$42.6M	2	0.16%	Reduced
425	Obermeyer Wealth Partners Aspen, Colorado	$23.3M	-$18.4M	2	2.32%	Reduced