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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	LM Lincluden Management Mississauga, Ontario, Canada	$40.4M	+$25.4M	2	3.99%	Increased
427	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$40.4M	-$2.14M	2	4.21%	Reduced
428	Qube Research & Technologies (QRT) London, United Kingdom	$40.2M	-$2.41M	11	0.57%	Reduced
429	Obermeyer Wealth Partners Aspen, Colorado	$40.2M	+$4.04K	4	3.01%	Increased
430	GIM Grassi Investment Management Santa Clara, California	$40.1M	-$70.6K	3	5.68%	Reduced
431	RI Redwood Investments Boston, Massachusetts	$40M	+$3.21M	6	3.37%	Increased
432	SGAM Smith Group Asset Management Dallas, Texas	$39.8M	-$1.15M	4	2.08%	Reduced
433	MICM Matthews International Capital Management San Francisco, California	$39.6M	+$39.6M	1	2.67%	New
434	LCP LGT Capital Partners Pfaeffikon, Switzerland	$39.5M	+$1.81M	3	1.66%	Increased
435	Hancock Whitney Gulfport, Mississippi	$39.3M	+$1.87M	9	1.45%	Increased
436	CP Cumberland Partners Toronto, Ontario, Canada	$38.8M	-$3.24M	2	4.06%	Reduced
437	ORIO Old Republic International (ORI) Chicago, Illinois	$38.6M	$0	1	1.06%	Maintained
438	Cambridge Investment Research Advisors Fairfield, Iowa	$38.6M	+$4.19M	13	0.26%	Increased
439	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$38.5M	+$14.6M	14	0.75%	Increased
440	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.4M	-$22M	2	1.55%	Reduced
441	Welch & Forbes Boston, Massachusetts	$38.2M	-$156K	3	0.82%	Reduced
442	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$37.7M	$0	1	23.54%	Maintained
443	BM Bridger Management New York	$37.6M	$0	1	3.01%	Maintained
444	QS Investors New York	$37.6M	-$13.8M	8	0.5%	Reduced
445	ICP Indus Capital Partners New York	$37.5M	-$24.4M	1	5.55%	Reduced
446	Meitav Investment House Bene-Beraq, Israel	$37.4M	+$32.4M	3	1.86%	Increased
447	Jane Street New York	$37.3M	-$120M	22	0.02%	Reduced
448	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$37.3M	-$35M	1	2.12%	Reduced
449	Trillium Asset Management Boston, Massachusetts	$37.2M	-$1.82M	2	1.57%	Reduced
450	Hudson Bay Capital Management Stamford, Connecticut	$36.9M	+$11.2M	5	0.55%	Increased