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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	CM Cartica Management Washington, District of Columbia	$49.2M	-$17.6M	1	13.53%	Reduced
427	DnB Asset Management Oslo, Norway	$49.1M	+$10.5M	8	0.43%	Increased
428	FCI Financial Counselors Inc Overland Park, Kansas	$49M	+$1.55M	3	1.23%	Increased
429	FP Foundry Partners Minneapolis, Minnesota	$49M	-$8.67M	5	1.92%	Reduced
430	Axiom Investors Greenwich, Connecticut	$48.8M	-$7.94M	4	0.77%	Reduced
431	Whittier Trust South Pasadena, California	$48.7M	-$3.44M	9	1.04%	Reduced
432	LM Lincluden Management Mississauga, Ontario, Canada	$48.6M	+$64.2K	2	5.06%	Increased
433	BOK Financial Tulsa, Oklahoma	$48.5M	-$3.62M	10	0.93%	Reduced
434	E. Ohman J:or Asset Management Stockholm, Sweden	$48.2M	+$3.67M	5	1.97%	Increased
435	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$48.1M	+$954K	2	4.28%	Increased
436	Driehaus Capital Management Chicago, Illinois	$47.6M	+$41.5M	3	0.77%	Increased
437	BIC B&I Capital Zurich, Switzerland	$47.5M	+$49M	2	14.1%	New
438	SFG Sather Financial Group Victoria, Texas	$47.4M	+$2.26M	1	6.12%	Increased
439	MKP Capital Management New York	$47.3M	+$39.4M	3	3.18%	Increased
440	Pendal Group Sydney, Australia	$46.5M	+$29.2M	7	0.49%	Increased
441	SGAM Smith Group Asset Management Dallas, Texas	$46.3M	-$2.66M	3	2.68%	Reduced
442	ExodusPoint Capital Management New York	$46.1M	+$2.12M	10	0.45%	Increased
443	TP Toronado Partners San Francisco, California	$46.1M	+$5.27M	1	12.21%	Increased
444	NPIC Neumeier Poma Investment Counsel Carmel, California	$45.9M	+$268K	1	3.05%	Increased
445	LCP LGT Capital Partners Pfaeffikon, Switzerland	$45.5M	+$781K	3	1.58%	Increased
446	ORIO Old Republic International (ORI) Chicago, Illinois	$45.4M	$0	1	1.13%	Maintained
447	Fifth Third Bancorp Cincinnati, Ohio	$45.2M	+$1.7M	20	0.22%	Increased
448	KCM Kingdon Capital Management New York	$45.2M	+$11.8M	2	4.89%	Increased
449	SCM Stadium Capital Management New Canaan, Connecticut	$45M	-$23.8M	1	22.46%	Reduced
450	RI Redwood Investments Boston, Massachusetts	$45M	-$6.35M	6	3.83%	Reduced