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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	Hardman Johnston Global Advisors Stamford, Connecticut	$46.7M	+$384K	2	1.75%	Increased
402	Fisher Asset Management Camas, Washington	$46.4M	-$5.01M	6	0.04%	Reduced
403	E. Ohman J:or Asset Management Stockholm, Sweden	$45.7M	+$6.96M	5	2.26%	Increased
404	HS Hazelview Securities Toronto, Ontario, Canada	$45.6M	+$2.17M	3	8.53%	Increased
405	TPC Tiger Pacific Capital New York	$45.4M	+$11.4M	2	11.51%	Increased
406	FCI Financial Counselors Inc Overland Park, Kansas	$45.4M	+$2.88M	3	1.33%	Increased
407	Locust Wood Capital Advisers New York	$45.2M	-$42.9M	2	2.92%	Reduced
408	Aristotle Capital Management Los Angeles, California	$45M	+$5.57M	2	0.14%	Increased
409	Perpetual Ltd Sydney, New South Wales, Australia	$44.9M	+$37.8M	6	3.23%	Increased
410	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$44.8M	+$1.01M	6	0.33%	Increased
411	NPIC Neumeier Poma Investment Counsel Carmel, California	$44.7M	+$4.57M	1	3.68%	Increased
412	Gabelli Funds Rye, New York	$44.4M	-$944K	9	0.35%	Reduced
413	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$44.2M	-$12.8M	1	2.9%	Reduced
414	Whittier Trust South Pasadena, California	$44.2M	+$117K	11	1.05%	Increased
415	Calamos Advisors Naperville, Illinois	$43.7M	-$5.6M	6	0.28%	Reduced
416	Alyeska Investment Group Chicago, Illinois	$43.5M	-$38.3M	6	0.66%	Reduced
417	Första AP-fonden Stockholm, Sweden	$43.2M	+$8.9M	6	0.89%	Increased
418	AL AJO LP Philadelphia, Pennsylvania	$43.1M	+$4.02M	8	0.46%	Increased
419	FP Foundry Partners Minneapolis, Minnesota	$42.6M	+$3.61M	5	2.06%	Increased
420	SCM Spyglass Capital Management San Francisco, California	$42.1M	+$7.28M	1	1.95%	Increased
421	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$42M	-$7.44M	1	6.89%	Reduced
422	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$41.4M	+$7.55M	3	3.15%	Increased
423	Fifth Third Bancorp Cincinnati, Ohio	$41.3M	-$1.84M	19	0.23%	Reduced
424	Great Lakes Advisors Chicago, Illinois	$40.9M	+$11.3M	7	0.87%	Increased
425	CH CVI Holdings Wilmington, Delaware	$40.7M	+$50.4M	1	16.52%	New