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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	Chicago Capital Chicago, Illinois	$32.3M	+$1.79M	2	2.2%	Increased
427	Polar Capital London, United Kingdom	$32.3M	+$403K	2	0.3%	Increased
428	Norinchukin Bank Tokyo, Japan	$32.2M	+$1.17M	6	0.41%	Increased
429	GLCM Greenlea Lane Capital Management Weston, Connecticut	$32M	+$5.91M	1	19.04%	Increased
430	TCM Tran Capital Management San Rafael, California	$31.8M	+$5.73M	2	5.38%	Increased
431	BPB Badgley, Phelps & Bell Seattle, Washington	$31.4M	+$20.8M	3	1.9%	Increased
432	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$31.2M	-$1.07M	14	0.39%	Reduced
433	Kennedy Capital Management St Louis, Missouri	$30.8M	-$1.83M	5	0.73%	Reduced
434	TCM Twin Capital Management Mcmurray, Pennsylvania	$30.5M	-$2.67M	3	1.5%	Reduced
435	ORIO Old Republic International (ORI) Chicago, Illinois	$30.5M	$0	1	0.82%	Maintained
436	GIM Grassi Investment Management Santa Clara, California	$30.4M	+$4.96M	3	4.5%	Increased
437	Foresters Investment Management New York	$30.2M	+$5.4M	2	0.53%	Increased
438	Assenagon Asset Management Senningerberg, Luxembourg	$29.9M	+$3.31M	7	0.28%	Increased
439	AIM Assured Investment Management New York	$29.9M	-$5.61M	7	0.33%	Reduced
440	GW&K Investment Management Boston, Massachusetts	$29.5M	+$2.96M	1	0.48%	Increased
441	CEP Chicago Equity Partners Chicago, Illinois	$29.5M	+$13.2M	7	1.14%	Increased
442	FCI Financial Counselors Inc Overland Park, Kansas	$29.1M	+$3.44M	4	1.24%	Increased
443	Obermeyer Wealth Partners Aspen, Colorado	$29M	+$64.1K	2	2.73%	Increased
444	AG Aravt Global New York	$28.9M	-$6.11M	1	4.58%	Reduced
445	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$28.8M	-$5.29M	5	0.69%	Reduced
446	VanEck Associates New York	$28.5M	-$1.02M	6	0.14%	Reduced
447	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$28.5M	+$2.47M	3	2.59%	Increased
448	PIA Piedmont Investment Advisors Durham, North Carolina	$28.3M	-$989K	11	1.15%	Reduced
449	Great Lakes Advisors Chicago, Illinois	$28.2M	-$18.8M	6	0.63%	Reduced
450	Whittier Trust South Pasadena, California	$28.2M	-$43.3K	14	0.86%	Reduced