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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	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$51.7M	+$24.1M	5	2.91%	Increased
427	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$51.7M	-$882K	2	4.32%	Reduced
428	SFG Sather Financial Group Victoria, Texas	$51.7M	+$508K	1	6.01%	Increased
429	Azimuth Capital Management Bloomfield Hills, Michigan	$51.4M	-$3.5M	7	2.44%	Reduced
430	DFO Duquesne Family Office New York	$51.3M	+$19.5M	1	1.13%	Increased
431	Trillium Asset Management Boston, Massachusetts	$51.2M	+$5.21M	2	1.62%	Increased
432	Fisher Asset Management Camas, Washington	$51.1M	-$1.22M	6	0.04%	Reduced
433	Zacks Investment Management Chicago, Illinois	$50.9M	-$3.19M	3	0.91%	Reduced
434	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$50.6M	-$3.68M	14	0.62%	Reduced
435	BIC B&I Capital Zurich, Switzerland	$50.3M	+$3.27M	2	14.61%	Increased
436	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$50M	+$2.53M	1	2.26%	Increased
437	BPB Badgley, Phelps & Bell Seattle, Washington	$49.4M	-$1.34M	3	2.05%	Reduced
438	GAMCO Investors Greenwich, Connecticut	$49.3M	-$4.9K	5	0.43%	Reduced
439	Crawford Investment Counsel Atlanta, Georgia	$49.1M	+$2.92M	6	1.11%	Increased
440	SLF Sun Life Financial Toronto, Ontario, Canada	$49.1M	+$12.7M	6	4.24%	Increased
441	LR Library Research Hong Kong	$49M	$0	1	40.03%	Maintained
442	Credit Agricole Montrouge Cedex, France	$49M	+$28.7M	11	1.25%	Increased
443	Ninety One (UK) London, United Kingdom	$48.8M	-$13.8M	2	0.14%	Reduced
444	LCP LGT Capital Partners Pfaeffikon, Switzerland	$48.7M	+$333K	3	1.59%	Increased
445	CP Cumberland Partners Toronto, Ontario, Canada	$48.6M	+$1.54M	2	4.01%	Increased
446	Jericho Capital Asset Management New York	$48.6M	-$80.6M	1	1.28%	Reduced
447	Advisors Asset Management Monument, Colorado	$48.4M	+$1.98M	13	0.75%	Increased
448	CC Cannell & Co New York	$48M	+$15.7M	2	1.51%	Increased
449	Tower Research Capital (TRC) New York	$47.8M	+$21.9M	34	0.8%	Increased
450	RP RR Partners New York	$47.7M	+$44.3M	1	5.79%	New