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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	HCM Hahn Capital Management Walnut Creek, California	$23.6M	+$3.19M	1	2.35%	Increased
427	First Eagle Investment Management New York	$23.6M	+$22.3M	1	0.06%	New
428	ACM Atlanta Capital Management Atlanta, Georgia	$23.5M	-$1.09M	1	0.16%	Reduced
429	CIBC Private Wealth Group Atlanta, Georgia	$23.4M	-$884K	5	0.16%	Reduced
430	Xact Kapitalforvaltning Stockholm, Sweden	$23.4M	+$23.5M	7	0.83%	New
431	Crossmark Global Holdings Houston, Texas	$23.3M	+$20.3M	16	0.6%	New
432	Commerce Bank Kansas City, Missouri	$23M	+$387K	4	0.36%	Increased
433	ANI American National Insurance Galveston, Texas	$23M	$0	4	1.33%	Maintained
434	SCM Simcoe Capital Management New York	$22.8M	+$1.18M	1	11.98%	Increased
435	GP GLG Partners London, United Kingdom	$22.7M	+$5.55M	3	0.7%	Increased
436	SG Americas Securities New York	$22.5M	-$20.9M	14	0.24%	Reduced
437	TU TDAM USA Toronto, Ontario, Canada	$22.5M	-$532K	2	1.11%	Reduced
438	CRCP Copper Rock Capital Partners Boston, Massachusetts	$22.2M	-$210K	1	1.44%	Reduced
439	OAM Oxford Asset Management Oxford, United Kingdom	$22.2M	+$9.27M	5	0.69%	Increased
440	Oregon Public Employees Retirement Fund Tigard, Oregon	$22.2M	+$1.7M	9	0.48%	Increased
441	TC Towle & Co Denver, Colorado	$22M	+$89K	1	3.69%	Increased
442	DAC Dividend Assets Capital Ridgeland, South Carolina	$22M	+$23M	1	0.7%	New
443	Whittier Trust South Pasadena, California	$21.9M	-$71.5K	10	0.95%	Reduced
444	DnB Asset Management Oslo, Norway	$21.9M	-$77.1K	5	0.43%	Reduced
445	RIM Ranger Investment Management Dallas, Texas	$21.7M	-$4.27M	1	1.56%	Reduced
446	Partners Capital Investment Group Boston, Massachusetts	$21.6M	+$601K	1	5.3%	Increased
447	AIM Avity Investment Management Greenwich, Connecticut	$21.4M	-$1.12M	1	3.31%	Reduced
448	SCM Snow Capital Management Sewickley, Pennsylvania	$21.4M	-$34.6M	1	0.96%	Reduced
449	Hermes Investment Management London Uk, United Kingdom	$21.3M	-$2.66M	1	0.36%	Reduced
450	Thornburg Investment Management Santa Fe, New Mexico	$21.1M	+$6.01M	2	0.16%	Increased