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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	BPB Badgley, Phelps & Bell Seattle, Washington	$58.5M	+$2.77M	3	2.17%	Increased
427	DnB Asset Management Oslo, Norway	$58.3M	-$5.68M	8	0.39%	Reduced
428	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57.9M	+$28M	3	1.46%	Increased
429	Krane Funds Advisors New York	$57.8M	+$38.9M	7	1.73%	Increased
430	BTP Bloom Tree Partners New York	$57.3M	-$12.1M	1	6.03%	Reduced
431	Temasek Holdings Singapore	$56.9M	$0	1	0.19%	Maintained
432	CCM Corsair Capital Management New York	$56.8M	-$205K	2	9.87%	Reduced
433	OCM OLP Capital Management Causeway Bay, Hong Kong	$56.5M	+$50.4M	1	12.31%	Increased
434	CMG Cavalry Management Group San Francisco, California	$56.4M	-$9.06M	1	6.13%	Reduced
435	ORIO Old Republic International (ORI) Chicago, Illinois	$56M	$0	1	1.08%	Maintained
436	Oregon Public Employees Retirement Fund Tigard, Oregon	$55.6M	-$5.79M	14	0.62%	Reduced
437	Fifth Third Bancorp Cincinnati, Ohio	$55.6M	+$3.51M	22	0.24%	Increased
438	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$55.3M	-$49.5K	14	0.62%	Reduced
439	GAMCO Investors Greenwich, Connecticut	$55.1M	-$308K	4	0.47%	Reduced
440	CP Cumberland Partners Toronto, Ontario, Canada	$54.9M	-$809K	2	4.31%	Reduced
441	Advisors Asset Management Monument, Colorado	$54.7M	+$1.81M	12	0.77%	Increased
442	SLF Sun Life Financial Toronto, Ontario, Canada	$54.7M	-$596K	1	2.76%	Reduced
443	Bridgewater Associates Westport, Connecticut	$54.5M	+$33.4M	11	0.35%	Increased
444	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$53.9M	-$2.61M	2	4.17%	Reduced
445	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$53.5M	+$2.41M	12	1.27%	Increased
446	LCP LGT Capital Partners Pfaeffikon, Switzerland	$53.5M	-$1.78M	3	1.51%	Reduced
447	CC Cannell & Co New York	$53.5M	-$1.8M	2	1.6%	Reduced
448	Fisher Asset Management Camas, Washington	$52.9M	-$1.31M	6	0.03%	Reduced
449	R.M. Davis Inc Portland, Maine	$52.7M	+$4.27M	2	1.33%	Increased
450	Scout Investments Kansas City, Missouri	$51.8M	-$9.99M	3	0.77%	Reduced