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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	ACM Analog Century Management New York	$96M	+$19.7M	1	6.53%	Increased
402	QRG Capital Management Chicago, Illinois	$95.7M	+$3.26M	12	1.03%	Increased
403	MC MIG Capital Newport Beach, California	$95.6M	-$35.4M	1	11.6%	Reduced
404	ZP Zimmer Partners New York	$94.3M	-$39M	7	1.72%	Reduced
405	Aspex Management (HK) Central, Hong Kong	$93.8M	-$67.4M	2	2.48%	Reduced
406	SIG Senator Investment Group New York	$93.8M	-$18M	3	4.45%	Reduced
407	Twin Tree Management Dallas, Texas	$93.5M	+$33M	9	0.18%	Increased
408	BWC Blue Whale Capital London, United Kingdom	$93.5M	+$77.9M	1	7.28%	New
409	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$93.4M	+$692K	1	4.25%	Increased
410	MN Services Vermogensbeheer The Hague, Netherlands	$92.2M	-$2.11M	4	0.65%	Reduced
411	Cincinnati Insurance Fairfield, Ohio	$91.9M	$0	2	1.54%	Maintained
412	Glenmede Trust Philadelphia, Pennsylvania	$91.9M	-$2.46M	15	0.44%	Reduced
413	PS Presima Securities Montreal, Quebec, Canada	$91.6M	+$1.79M	3	20.12%	Increased
414	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$90.9M	-$1.4M	5	6.21%	Reduced
415	Envestnet Portfolio Solutions Chicago, Illinois	$89.7M	+$8.09M	17	0.29%	Increased
416	MAMU Marathon Asset Management (UK) London, United Kingdom	$89.7M	-$1.63M	1	2.48%	Reduced
417	HCM Harspring Capital Management New York	$89.3M	$0	1	21.24%	Maintained
418	USS Investment Management London, United Kingdom	$88.8M	+$8.54M	8	0.65%	Increased
419	Calamos Advisors Naperville, Illinois	$88.5M	-$9.7M	12	0.38%	Reduced
420	Copeland Capital Management Conshohocken, Pennsylvania	$88.3M	-$14.8M	4	1.54%	Reduced
421	Douglas Lane & Associates New York	$88M	+$38.3K	5	1.21%	Increased
422	Advisors Asset Management Monument, Colorado	$87.8M	-$1.19M	17	1.61%	Reduced
423	Manning & Napier Advisors Fairport, New York	$87.6M	-$5.37M	5	0.96%	Reduced
424	Group One Trading Chicago, Illinois	$86.9M	+$12.4M	21	0.25%	Increased
425	FMI F/M Investments Washington, District of Columbia	$86.9M	-$5.06M	7	2.73%	Reduced