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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	LPL Financial San Diego, California	$31M	+$1.05M	15	0.08%	Increased
427	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$30.9M	+$10.3M	2	0.71%	Increased
428	Squarepoint New York	$30.6M	-$19M	11	0.41%	Reduced
429	WCP Waterfront Capital Partners New York	$30.4M	-$6.28M	1	3.6%	Reduced
430	MCIM Meadow Creek Investment Management Atlanta, Georgia	$30.2M	-$2.14M	12	0.64%	Reduced
431	ANI American National Insurance Galveston, Texas	$30.1M	$0	4	1.49%	Maintained
432	Partners Capital Investment Group Boston, Massachusetts	$30.1M	+$2.08M	1	3.87%	Increased
433	Hancock Whitney Gulfport, Mississippi	$29.9M	-$402K	5	1.38%	Reduced
434	RIM Ranger Investment Management Dallas, Texas	$29.8M	+$6.41M	1	2.08%	Increased
435	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$29.7M	+$693K	3	0.41%	Increased
436	Oregon Public Employees Retirement Fund Tigard, Oregon	$29.6M	+$5.41M	11	0.43%	Increased
437	Commerce Bank Kansas City, Missouri	$29.4M	-$2.02M	7	0.37%	Reduced
438	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$29.4M	+$33M	1	0.39%	New
439	Cincinnati Insurance Fairfield, Ohio	$29.3M	-$4.46M	2	0.88%	Reduced
440	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$29.2M	-$277K	14	0.35%	Reduced
441	Highbridge Capital Management New York	$29.2M	-$3.82M	4	0.59%	Reduced
442	Dana Investment Advisors Waukesha, Wisconsin	$29.1M	-$1.27M	4	1.28%	Reduced
443	SCCM Schafer Cullen Capital Management New York	$29.1M	-$6.64M	2	0.38%	Reduced
444	South Dakota Investment Council Sioux Falls, South Dakota	$28.9M	+$3.64M	5	0.63%	Increased
445	TC Towle & Co Denver, Colorado	$28.9M	+$2.55M	1	2.78%	Increased
446	PR Payden & Rygel Los Angeles, California	$28.7M	+$2.07M	2	2.26%	Increased
447	ORIO Old Republic International (ORI) Chicago, Illinois	$28.3M	$0	1	0.87%	Maintained
448	CIBC World Markets New York	$28M	-$13.2M	6	0.24%	Reduced
449	Great Lakes Advisors Chicago, Illinois	$27.9M	+$4.23M	4	0.65%	Increased
450	Chicago Capital Chicago, Illinois	$27.9M	+$15.1M	2	2.25%	Increased