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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	Cincinnati Insurance Fairfield, Ohio	$24.4M	$0	1	0.88%	Maintained
427	IRF IBM Retirement Fund Armonk, New York	$24.3M	+$142K	8	0.46%	Increased
428	SCM SkyTop Capital Management Rutherford, New Jersey	$23.9M	+$2.26M	2	15.04%	Increased
429	SIC Schwartz Investment Counsel Plymouth, Michigan	$23.7M	+$8.08M	3	1.57%	Increased
430	Fjarde Ap-fonden Stockholm, Sweden	$23.6M	-$2.05M	7	0.54%	Reduced
431	TCM Tensile Capital Management Larkspur, California	$23.6M	-$1.58M	1	6.2%	Reduced
432	SG Americas Securities New York	$23.6M	-$22.5M	12	0.14%	Reduced
433	Sarasin & Partners London, United Kingdom	$23.4M	+$5.64M	2	0.36%	Increased
434	KBC Group Brussels, Belgium	$23.4M	-$15.8M	12	0.3%	Reduced
435	HCMT Highland Capital Management (Texas) Dallas, Texas	$23.4M	+$3.8M	1	0.48%	Increased
436	GH GAM Holding Zurich, Switzerland	$23.2M	-$1.42M	11	0.35%	Reduced
437	DP Delta Partners Boston, Massachusetts	$23.2M	$0	1	17.85%	Maintained
438	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.1M	+$2.57M	7	0.45%	Increased
439	Janney Montgomery Scott Philadelphia, Pennsylvania	$22.9M	+$1.43M	9	0.43%	Increased
440	Whittier Trust South Pasadena, California	$22.9M	+$888K	12	1.05%	Increased
441	LIM Lagoda Investment Management New York	$22.9M	+$1.44M	1	6.12%	Increased
442	HighTower Advisors Chicago, Illinois	$22.8M	-$2.69M	9	0.34%	Reduced
443	HA Heartland Advisors Milwaukee, Wisconsin	$22.7M	-$26.3M	1	0.57%	Reduced
444	MP Makaira Partners La Jolla, California	$22.5M	-$30.3M	1	3.91%	Reduced
445	CIM Corbyn Investment Management Lutherville, Maryland	$22.4M	+$1.05M	1	5%	Increased
446	Driehaus Capital Management Chicago, Illinois	$22.1M	+$12.9M	4	0.77%	Increased
447	PFC Phocas Financial Corp Alameda, California	$21.9M	-$2.5M	4	1.35%	Reduced
448	Fifth Third Bancorp Cincinnati, Ohio	$21.3M	-$1.99M	16	0.18%	Reduced
449	Rothschild & Co Asset Management US Stamford, Connecticut	$21.3M	-$172K	1	0.4%	Reduced
450	CIBC Private Wealth Group Atlanta, Georgia	$21.2M	+$3.56M	5	0.16%	Increased