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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	E. Ohman J:or Asset Management Stockholm, Sweden	$57.3M	+$1.16M	6	2.07%	Increased
427	Xponance Philadelphia, Pennsylvania	$57.3M	-$1.91M	14	0.76%	Reduced
428	Tidal Investments Milwaukee, Wisconsin	$56.6M	-$4.07M	19	1.66%	Reduced
429	Perpetual Ltd Sydney, New South Wales, Australia	$56.6M	-$3.62M	6	0.49%	Reduced
430	ZIG Zuckerman Investment Group Chicago, Illinois	$56.3M	-$780K	1	8.06%	Reduced
431	1WCM 12 West Capital Management New York	$55.9M	-$15.1M	1	4.8%	Reduced
432	IAM Iridian Asset Management Westport, Connecticut	$55.8M	-$10.7M	3	5.2%	Reduced
433	British Columbia Investment Management Victoria, British Columbia, Canada	$55.6M	-$90.5M	9	0.52%	Reduced
434	IFM Investors Melbourne, Australia	$55.5M	+$4.39M	7	0.73%	Increased
435	AAM ACK Asset Management Greenwich, Connecticut	$55.4M	$0	1	6.9%	Maintained
436	Select Equity Group New York	$55.4M	+$53.6M	1	0.21%	New
437	EULAV Asset Management Sarasota, Florida	$55.3M	+$3.17M	4	2.06%	Increased
438	Cookson Peirce & Co Pittsburgh, Pennsylvania	$55.3M	-$1.16M	3	3.37%	Reduced
439	Snyder Capital Management San Francisco, California	$54.6M	-$149K	1	1.16%	Reduced
440	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$54.1M	+$1.29M	1	1.99%	Increased
441	Algert Global San Francisco, California	$54.1M	-$12.1M	12	2.35%	Reduced
442	Brinker Capital Investments Berwyn, Pennsylvania	$53.9M	-$3.92M	14	0.57%	Reduced
443	Orion Portfolio Solutions Omaha, Nebraska	$53.9M	-$3.92M	14	0.57%	Reduced
444	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$53.8M	+$975K	1	4.31%	Increased
445	O'Shaughnessy Asset Management Stamford, Connecticut	$53.6M	+$1.07M	15	0.8%	Increased
446	Vident Investment Advisory Alpharetta, Georgia	$53.5M	-$1.53M	25	1.84%	Reduced
447	Eastern Bank Boston, Massachusetts	$53.3M	+$9.75M	3	2.53%	Increased
448	Cambridge Investment Research Advisors Fairfield, Iowa	$53.2M	-$2.89M	21	0.24%	Reduced
449	Jefferies Financial Group New York	$53.2M	-$27.9M	9	0.48%	Reduced
450	Bowen Hanes & Co Ponte Vedra Beach, Florida	$53.1M	+$564K	4	1.7%	Increased