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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	Meag Munich Ergo Munich, Germany	$25.6M	-$5.69M	3	1.01%	Reduced
427	CC Crosslink Capital Menlo Park, California	$25.5M	-$2.35M	2	4.09%	Reduced
428	DnB Asset Management Oslo, Norway	$25.3M	+$4.79M	7	0.4%	Increased
429	AIM Avity Investment Management Greenwich, Connecticut	$25.3M	+$69.3K	1	3.55%	Increased
430	H Hexavest Montreal, Quebec, Canada	$25.3M	+$335K	3	0.3%	Increased
431	SCM Simcoe Capital Management New York	$25.2M	$0	1	11.5%	Maintained
432	CCM Corsair Capital Management New York	$25M	+$9.99M	1	4.28%	Increased
433	Capital International Los Angeles, California	$24.9M	-$277K	2	1.62%	Reduced
434	MSA Mason Street Advisors Milwaukee, Wisconsin	$24.9M	+$2.34M	13	0.64%	Increased
435	RIM Rainier Investment Management Seattle, Washington	$24.6M	-$3.14M	3	2.67%	Reduced
436	HS Hazelview Securities Toronto, Ontario, Canada	$24.6M	+$24.4M	3	9.39%	New
437	RIM Ranger Investment Management Dallas, Texas	$24.5M	-$261K	1	1.78%	Reduced
438	Fifth Third Bancorp Cincinnati, Ohio	$24M	+$2.45M	12	0.18%	Increased
439	ACM Argent Capital Management St Louis, Missouri	$23.8M	+$311K	3	0.91%	Increased
440	NPIC Neumeier Poma Investment Counsel Carmel, California	$23.7M	+$8.53M	1	2.83%	Increased
441	RCMC RK Capital Management (Colorado) Denver, Colorado	$23.7M	+$12.5M	2	4.58%	Increased
442	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$23.6M	+$19.9M	2	0.24%	Increased
443	LT LJ Trust Reno, Nevada	$23.6M	$0	1	3.16%	Maintained
444	Fisher Asset Management Camas, Washington	$23.5M	+$4.39M	6	0.04%	Increased
445	STB S&T Bank Indiana, Pennsylvania	$23.5M	-$8.04M	2	4.47%	Reduced
446	ANI American National Insurance Galveston, Texas	$23.4M	$0	4	1.3%	Maintained
447	Polar Asset Management Partners Toronto, Ontario, Canada	$23.4M	+$4.43M	2	0.59%	Increased
448	UBS O'Connor Chicago, Illinois	$23.3M	-$1.26M	4	0.39%	Reduced
449	Whittier Trust South Pasadena, California	$23.1M	-$177K	11	0.93%	Reduced
450	MAA Matrix Asset Advisors White Plains, New York	$23.1M	-$727K	1	4.05%	Reduced