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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	Foresters Investment Management New York	$33.4M	+$2.68M	3	0.6%	Increased
427	OAMG Odey Asset Management Group London, United Kingdom	$33.4M	-$5.9M	1	2.83%	Reduced
428	Kennedy Capital Management St Louis, Missouri	$32.9M	-$368K	5	0.78%	Reduced
429	GIM Grassi Investment Management Santa Clara, California	$32.7M	+$78.6K	3	4.83%	Increased
430	Rafferty Asset Management New York	$32.5M	-$4.59M	8	0.57%	Reduced
431	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.3M	-$1.12M	3	1.75%	Reduced
432	Dana Investment Advisors Waukesha, Wisconsin	$32.3M	-$2.76M	4	1.59%	Reduced
433	GW&K Investment Management Boston, Massachusetts	$31.9M	-$649K	1	0.48%	Reduced
434	Cubist Systematic Strategies Stamford, Connecticut	$31.6M	+$16.4M	21	0.58%	Increased
435	TC Towle & Co Denver, Colorado	$31.6M	-$126K	1	3.67%	Reduced
436	Bridgewater Associates Westport, Connecticut	$31.5M	+$8.49M	7	0.25%	Increased
437	CEP Chicago Equity Partners Chicago, Illinois	$31.5M	-$1.31M	7	1.4%	Reduced
438	ORIO Old Republic International (ORI) Chicago, Illinois	$31.5M	$0	1	0.81%	Maintained
439	ST Sabal Trust St. Petersburg, Florida	$31.4M	+$171K	1	2.76%	Increased
440	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$31.2M	+$2.88M	2	0.74%	Increased
441	CGM Capital Growth Management Boston, Massachusetts	$31.2M	+$29.7M	1	2.19%	New
442	AQR Arbitrage Greenwich, Connecticut	$30.7M	-$1.78M	3	0.35%	Reduced
443	Fifth Third Bancorp Cincinnati, Ohio	$30.4M	+$182K	17	0.19%	Increased
444	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$30.2M	+$3.15M	8	0.26%	Increased
445	Country Trust Bank Bloomington, Illinois	$30M	+$40.4K	3	1.31%	Increased
446	Whittier Trust South Pasadena, California	$29.8M	+$451K	13	0.88%	Increased
447	Great Lakes Advisors Chicago, Illinois	$29.8M	+$465K	6	0.65%	Increased
448	AG Aravt Global New York	$29.6M	$0	1	4.63%	Maintained
449	QIM Quantitative Investment Management Charlottesville, Virginia	$29.6M	+$22.2M	5	1.15%	Increased
450	FCI Financial Counselors Inc Overland Park, Kansas	$29.4M	+$157K	4	1.2%	Increased