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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	Factory Mutual Insurance Waltham, Massachusetts	$62M	+$66.4M	1	0.77%	New
402	PGH Partners Group Holding Baar-Zug, Switzerland	$61.9M	-$6.07M	3	4.31%	Reduced
403	Thompson Siegel & Walmsley Richmond, Virginia	$61.9M	-$1.87M	9	0.89%	Reduced
404	Welch & Forbes Boston, Massachusetts	$61.5M	+$259K	3	1.02%	Increased
405	CC Cannell & Co New York	$60.8M	+$4.74M	2	1.86%	Increased
406	MN Services Vermogensbeheer The Hague, Netherlands	$60.8M	+$885K	2	0.38%	Increased
407	ACB Aristotle Capital Boston Boston, Massachusetts	$60.8M	+$2.37M	1	1.43%	Increased
408	SCH Sylebra Capital (HK) Hong Kong	$60.6M	+$36.7M	1	1.36%	Increased
409	LPAM Legion Partners Asset Management Los Angeles, California	$60.6M	-$13.3M	1	12.46%	Reduced
410	Badgley Phelps Wealth Managers Seattle, Washington	$60.3M	+$63.4M	3	2.19%	New
411	Utah Retirement Systems Salt Lake City, Utah	$60.1M	-$3.31M	10	0.81%	Reduced
412	Andra AP-fonden Goteborg, Sweden	$59.6M	+$2.19M	10	1.23%	Increased
413	IP Interval Partners New York	$59.3M	-$30.9M	3	2.4%	Reduced
414	Fifth Third Bancorp Cincinnati, Ohio	$59M	+$1.72M	20	0.26%	Increased
415	QI QV Investors Calgary, Alberta, Canada	$59M	-$31.4M	1	4.47%	Reduced
416	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$58.8M	-$21.6M	14	1.08%	Reduced
417	Advisors Asset Management Monument, Colorado	$58.6M	+$4.18M	13	0.88%	Increased
418	NPIC Neumeier Poma Investment Counsel Carmel, California	$58.6M	-$3.05M	1	3.48%	Reduced
419	BOK Financial Tulsa, Oklahoma	$58.2M	+$59.5M	12	1%	New
420	Azimuth Capital Management Bloomfield Hills, Michigan	$58.2M	-$10.8M	7	2.5%	Reduced
421	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$58M	+$2.74M	14	0.67%	Increased
422	SLF Sun Life Financial Toronto, Ontario, Canada	$57.4M	$0	1	3.28%	Maintained
423	Oregon Public Employees Retirement Fund Tigard, Oregon	$57.3M	+$712K	14	0.66%	Increased
424	Private Management Group Irvine, California	$57M	-$942K	2	2.38%	Reduced
425	ORIO Old Republic International (ORI) Chicago, Illinois	$56.4M	$0	1	1.18%	Maintained