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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 Mutual Fund Advisers Trust Leola, Pennsylvania	$29.1M	+$5.13M	2	1.14%	Increased
427	BA Boston Advisors Boston, Massachusetts	$29.1M	-$8.59M	5	0.74%	Reduced
428	PIMC Praesidium Investment Management Company New York	$28.9M	+$717K	1	2.37%	Increased
429	HCM Hahn Capital Management Walnut Creek, California	$28.7M	-$3.47M	1	3.03%	Reduced
430	DCM Dupont Capital Management Wilmington, Delaware	$28.7M	+$3.83M	10	0.69%	Increased
431	ACB Aristotle Capital Boston Boston, Massachusetts	$28.6M	+$8.76M	2	1.34%	Increased
432	Dana Investment Advisors Waukesha, Wisconsin	$28.4M	-$946K	4	1.28%	Reduced
433	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$28.2M	+$7.89M	3	2.26%	Increased
434	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$28.2M	+$5.53M	3	0.42%	Increased
435	Los Angeles Capital Management Los Angeles, California	$27.7M	-$49.1M	10	0.16%	Reduced
436	ANI American National Insurance Galveston, Texas	$27.4M	$0	4	1.4%	Maintained
437	Partners Capital Investment Group Boston, Massachusetts	$27.2M	+$3.49M	1	3.59%	Increased
438	Jupiter Investment Management London, United Kingdom	$27.1M	+$120K	2	0.22%	Increased
439	Natixis Paris, France	$27M	-$7.21M	4	0.17%	Reduced
440	AIM Assured Investment Management New York	$26.8M	+$11.7M	5	0.61%	Increased
441	SAM Shell Asset Management The Hague, Netherlands	$26.7M	+$2.18M	9	0.53%	Increased
442	ACM Atlanta Capital Management Atlanta, Georgia	$26.6M	-$457K	1	0.14%	Reduced
443	Stockbridge Partners Boston, Massachusetts	$26.6M	+$26.8M	1	1.15%	New
444	Oribel Capital Management New York	$26.4M	+$23.3M	2	4.92%	Increased
445	SC Shellback Capital Boston, Massachusetts	$26.4M	+$13.8M	2	1.92%	Increased
446	QIM Quantitative Investment Management Charlottesville, Virginia	$26.3M	+$2.67M	5	0.46%	Increased
447	AIM Avity Investment Management Greenwich, Connecticut	$26.1M	+$1.7M	1	3.41%	Increased
448	HCM Hitchwood Capital Management New York	$26.1M	+$24.9M	1	1.27%	New
449	Polar Asset Management Partners Toronto, Ontario, Canada	$26M	+$17.9M	3	0.43%	Increased
450	SGAM Smith Group Asset Management Dallas, Texas	$26M	-$10.2M	2	0.86%	Reduced