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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	CIBC Private Wealth Group Atlanta, Georgia	$20.9M	-$836K	5	0.17%	Reduced
427	CC Chubb Corp Warren, New Jersey	$20.8M	$0	1	1.2%	Maintained
428	Numeric Investors Boston, Massachusetts	$20.6M	-$4.01M	9	0.24%	Reduced
429	Ferguson Wellman Capital Management Portland, Oregon	$20.5M	+$464K	2	0.91%	Increased
430	SCP Scoria Capital Partners Stamford, Connecticut	$20.5M	+$14.1M	2	5.08%	Increased
431	Advisors Asset Management Monument, Colorado	$20.2M	+$36.7K	11	0.32%	Increased
432	Martingale Asset Management Boston, Massachusetts	$20M	+$3.23M	5	0.49%	Increased
433	FI Fosun International Hong Kong, China	$19.9M	+$851K	1	1.68%	Increased
434	HA Heartland Advisors Milwaukee, Wisconsin	$19.8M	-$485K	1	0.73%	Reduced
435	GH GAM Holding Zurich, Switzerland	$19.8M	-$327K	11	0.34%	Reduced
436	RCM Riverhead Capital Management Wilmington, Delaware	$19.4M	-$665K	9	0.31%	Reduced
437	GC Globeflex Capital San Diego, California	$19.4M	-$1.79M	7	4.15%	Reduced
438	AWCI Alpine Woods Capital Investors Purchase, New York	$19.2M	-$234K	4	1.04%	Reduced
439	BI BlueSpruce Investments Chicago, Illinois	$19M	+$20.6M	1	4.89%	New
440	Fjarde Ap-fonden Stockholm, Sweden	$18.9M	-$1.22M	7	0.53%	Reduced
441	LCM LG Capital Management Owings Mills, Maryland	$18.9M	+$2.02M	1	8.72%	Increased
442	SAM Steinberg Asset Management New York	$18.7M	-$676K	1	2.91%	Reduced
443	Swiss Life Asset Management Zurich,	$18.7M	+$2.81M	4	0.91%	Increased
444	HVCM HG Vora Capital Management New York	$18.7M	+$22.8M	1	2.23%	New
445	Mitsubishi UFJ Asset Management Tokyo, Japan	$18.6M	+$2.2M	8	0.59%	Increased
446	Chilton Capital Management Houston, Texas	$18.6M	+$1.55M	2	1.92%	Increased
447	Whittier Trust South Pasadena, California	$18.5M	+$14.3K	10	0.9%	Increased
448	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$18.5M	-$55.7M	5	0.17%	Reduced
449	Cullen/Frost Bankers San Antonio, Texas	$18.5M	-$2.16M	2	0.73%	Reduced
450	TU TDAM USA Toronto, Ontario, Canada	$18.1M	+$1.6M	3	0.92%	Increased