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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
426	Royal London Asset Management United Kingdom	$24.1M	+$3.49M	5	0.46%	Increased
427	Bahl & Gaynor Cincinnati, Ohio	$24.1M	-$6.47M	1	0.34%	Reduced
428	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24M	+$419K	1	2.8%	Increased
429	Zurich Cantonal Bank Zurich, Switzerland	$23.9M	+$4.87M	10	0.73%	Increased
430	Fifth Third Bancorp Cincinnati, Ohio	$23.8M	-$7.65M	12	0.2%	Reduced
431	Point72 Asset Management Stamford, Connecticut	$23.3M	-$82.8M	3	0.16%	Reduced
432	CC Coastland Capital Palo Alto, California	$23.3M	-$21.6M	2	0.92%	Reduced
433	Placemark Investments Chicago, Illinois	$23.2M	-$1.24M	12	0.41%	Reduced
434	TC Towle & Co Denver, Colorado	$22.9M	-$402K	1	4.14%	Reduced
435	PFC Phocas Financial Corp Alameda, California	$22.8M	-$2.34M	4	1.66%	Reduced
436	SAM Shell Asset Management The Hague, Netherlands	$22.2M	+$164K	6	0.36%	Increased
437	CC Chubb Corp Warren, New Jersey	$22.1M	-$8	1	1.15%	Reduced
438	TCM Tygh Capital Management Portland, Oregon	$22M	+$1.36M	3	4.26%	Increased
439	Jacobs Levy Equity Management Florham Park, New Jersey	$21.9M	-$6.12M	5	0.38%	Reduced
440	Trillium Asset Management Boston, Massachusetts	$21.8M	+$4.1M	2	1.48%	Increased
441	Whittier Trust South Pasadena, California	$21.8M	-$127K	11	1.03%	Reduced
442	Palisade Capital Management Fort Lee, New Jersey	$21.7M	-$1.05M	1	0.53%	Reduced
443	Janney Montgomery Scott Philadelphia, Pennsylvania	$21.4M	+$88.2K	7	0.43%	Increased
444	ACP Andalusian Capital Partners Greenwich, Connecticut	$21.4M	+$1.04M	1	5.02%	Increased
445	KAM Keeley Asset Management Chicago, Illinois	$21.3M	+$562K	3	0.43%	Increased
446	KAM Knightsbridge Asset Management Newport Beach, California	$21M	-$1M	1	6.77%	Reduced
447	VanEck Associates New York	$21M	-$5M	4	0.13%	Reduced
448	SCM SkyTop Capital Management Rutherford, New Jersey	$20.9M	+$7.78M	2	11.64%	Increased
449	AWCI Alpine Woods Capital Investors Purchase, New York	$20.7M	-$8.2M	4	1.06%	Reduced
450	FAS Formuepleje A/S Aarhus C, Denmark	$20.7M	+$22.2M	1	2.65%	New