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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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$36.5M	-$1.87M	6	0.29%	Reduced
427	GW&K Investment Management Boston, Massachusetts	$36.1M	-$123K	2	0.48%	Reduced
428	Axiom Investors Greenwich, Connecticut	$36M	+$31.2M	2	0.84%	Increased
429	GIM Grassi Investment Management Santa Clara, California	$35.9M	+$381K	3	4.85%	Increased
430	ORIO Old Republic International (ORI) Chicago, Illinois	$35.8M	$0	1	0.9%	Maintained
431	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$35.8M	+$19.5M	7	0.24%	Increased
432	ICOM Investment Counselors of Maryland Baltimore, Maryland	$35.7M	+$511K	3	1.53%	Increased
433	Whittier Trust South Pasadena, California	$35.6M	+$236K	13	0.93%	Increased
434	ECA Endeavour Capital Advisors Greenwich, Connecticut	$35.4M	+$21.1M	3	5.55%	Increased
435	NPIC Neumeier Poma Investment Counsel Carmel, California	$35.4M	+$12.8M	1	2.72%	Increased
436	Aristotle Capital Management Los Angeles, California	$35.3M	+$2.44M	2	0.12%	Increased
437	Discovery Capital Management South Norwalk, Connecticut	$35M	+$27.3M	1	11.13%	Increased
438	ST Sabal Trust St. Petersburg, Florida	$34.5M	-$374K	1	2.74%	Reduced
439	AG Aravt Global New York	$34.3M	+$52.4K	1	6.19%	Increased
440	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$34M	-$29M	9	0.65%	Reduced
441	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.7M	-$1.53M	3	1.82%	Reduced
442	Amalgamated Bank New York	$33.7M	+$2.06M	15	0.62%	Increased
443	Första AP-fonden Stockholm, Sweden	$33.6M	+$1.54M	8	1.67%	Increased
444	South Dakota Investment Council Sioux Falls, South Dakota	$33.4M	-$9.86M	4	0.7%	Reduced
445	FAS Formuepleje A/S Aarhus C, Denmark	$33.4M	-$16.7M	2	2.15%	Reduced
446	BC Brahman Capital New York	$33.1M	+$31.3M	1	3.17%	New
447	LCM LH Capital Markets New York	$33.1M	+$31.3M	1	7.58%	New
448	FCI Financial Counselors Inc Overland Park, Kansas	$33.1M	+$949K	4	1.18%	Increased
449	Rafferty Asset Management New York	$33M	+$2.98M	7	0.51%	Increased
450	Locust Wood Capital Advisers New York	$32.7M	+$22.7M	1	2.43%	Increased