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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	Whittier Trust South Pasadena, California	$38.2M	-$562K	11	1.06%	Reduced
427	LCM Lomas Capital Management New York	$38M	-$41.4M	1	8.07%	Reduced
428	SGAM Smith Group Asset Management Dallas, Texas	$37.9M	-$2.15M	4	2.09%	Reduced
429	QI QV Investors Calgary, Alberta, Canada	$37.9M	+$13.1M	1	2.54%	Increased
430	Alphinity Investment Management Sydney, Australia	$37.9M	+$18.3M	1	4.27%	Increased
431	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$37.8M	+$93.7K	4	3.94%	Increased
432	FP Foundry Partners Minneapolis, Minnesota	$37.5M	-$3.49M	5	1.83%	Reduced
433	Obermeyer Wealth Partners Aspen, Colorado	$37.1M	-$25.6M	4	3.14%	Reduced
434	AL AJO LP Philadelphia, Pennsylvania	$36.9M	-$50M	9	0.34%	Reduced
435	LCP LGT Capital Partners Pfaeffikon, Switzerland	$36.7M	+$3.39M	3	1.82%	Increased
436	BM Bridger Management New York	$36.6M	$0	1	3.39%	Maintained
437	PP Paloma Partners Greenwich, Connecticut	$36.5M	+$21M	17	0.63%	Increased
438	Assenagon Asset Management Senningerberg, Luxembourg	$36.5M	+$11.9M	14	0.23%	Increased
439	Hancock Whitney Gulfport, Mississippi	$36M	-$10.9M	8	1.38%	Reduced
440	E. Ohman J:or Asset Management Stockholm, Sweden	$36M	+$1.18M	5	2.06%	Increased
441	Barings Charlotte, North Carolina	$35.9M	$0	5	1.2%	Maintained
442	Welch & Forbes Boston, Massachusetts	$35.8M	-$3.92M	3	0.84%	Reduced
443	Ninety One (UK) London, United Kingdom	$35.4M	-$3.35M	3	0.13%	Reduced
444	Mariner Overland Park, Kansas	$35.4M	+$4.91M	6	0.35%	Increased
445	Copeland Capital Management Conshohocken, Pennsylvania	$35.3M	-$24.1M	4	1.82%	Reduced
446	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$34.9M	$0	1	20.41%	Maintained
447	CT Cambridge Trust Cambridge, Massachusetts	$34.9M	+$690K	4	1.83%	Increased
448	Winton Group London, United Kingdom	$34.6M	-$9.73M	11	0.89%	Reduced
449	Trillium Asset Management Boston, Massachusetts	$34.6M	+$435K	2	1.48%	Increased
450	JAM JLP Asset Management New York	$34.4M	-$7.26M	3	27.52%	Reduced