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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
Emerald Advisers
Emerald Advisers
Pennsylvania
$23.2M +$16.5M 3 1.12% Increased
427
South Texas Money Management
South Texas Money Management
Texas
$23.1M +$5.59M 1 1.3% Increased
428
RAM
RWC Asset Management
United Kingdom
$23M +$9.56M 2 1.46% Increased
429
Fisher Asset Management
Fisher Asset Management
Washington
$22.8M -$1.87M 7 0.04% Reduced
430
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$22.6M -$199K 1 6.31% Reduced
431
Gotham Asset Management
Gotham Asset Management
New York
$22.6M -$43.3M 9 0.27% Reduced
432
ORIO
Old Republic International (ORI)
Illinois
$22.6M +$3.07M 1 1.01% Increased
433
Bessemer Group
Bessemer Group
New Jersey
$22.6M +$6.71M 8 0.12% Increased
434
SM
Seminole Management
New York
$22.4M +$22.9M 2 2.27% New
435
Andra AP-fonden
Andra AP-fonden
Sweden
$22.4M -$3.68M 8 0.57% Reduced
436
SM
Selkirk Management
New Jersey
$22.3M $0 1 13.45% Maintained
437
LT
LJ Trust
Nevada
$22.3M $0 1 3.43% Maintained
438
Swiss Life Asset Management
Swiss Life Asset Management
$22.2M -$1.22M 2 0.91% Reduced
439
TU
TDAM USA
Ontario, Canada
$22M -$28.7K 3 1.08% Reduced
440
RHJA
Rice Hall James & Associates
California
$21.9M +$5.53M 4 1.26% Increased
441
Hermes Investment Management
Hermes Investment Management
United Kingdom
$21.8M +$3.68M 1 0.44% Increased
442
BB&T Securities
BB&T Securities
Virginia
$21.7M +$1.39M 7 0.34% Increased
443
B
BP
United Kingdom
$21.7M +$6.28M 6 0.86% Increased
444
DIA
Denver Investment Advisors
Colorado
$21.6M +$521K 3 0.98% Increased
445
CG
Clinton Group
New York
$21.5M +$19.3M 5 0.94% Increased
446
ING Group
ING Group
Netherlands
$21.3M +$12.6M 4 0.29% Increased
447
CCM
Century Capital Management
Massachusetts
$21.2M +$2.06M 3 2.34% Increased
448
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.1M +$17.4M 2 1.18% Increased
449
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$21M -$1.8M 4 0.69% Reduced
450
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21M +$7.68M 3 0.34% Increased
16 17
18
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