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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
451	Oregon Public Employees Retirement Fund Tigard, Oregon	$26.7M	-$6.45M	11	0.4%	Reduced
452	Zurich Insurance Group Zurich, Switzerland	$26.7M	+$2.77M	5	0.62%	Increased
453	PFC Phocas Financial Corp Alameda, California	$26.6M	+$202K	7	2.23%	Increased
454	DCM Dupont Capital Management Wilmington, Delaware	$26.5M	-$8.24M	10	0.61%	Reduced
455	SAM Shell Asset Management The Hague, Netherlands	$26.1M	+$78.8K	9	0.52%	Increased
456	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25.8M	+$834K	1	1.6%	Increased
457	PIA Piedmont Investment Advisors Durham, North Carolina	$25.7M	-$6.93M	7	0.52%	Reduced
458	Adams Diversified Equity Fund Baltimore, Maryland	$25.7M	-$1.9M	5	1.38%	Reduced
459	Partners Capital Investment Group Boston, Massachusetts	$25.7M	-$3.34M	1	4.14%	Reduced
460	LCP LGT Capital Partners Pfaeffikon, Switzerland	$25.7M	-$360K	2	2.4%	Reduced
461	ACM Atlanta Capital Management Atlanta, Georgia	$25.5M	-$902K	1	0.13%	Reduced
462	Amalgamated Bank New York	$25.4M	+$2.17M	14	0.69%	Increased
463	Whittier Trust South Pasadena, California	$25.2M	-$1.85M	11	0.88%	Reduced
464	Kennedy Capital Management St Louis, Missouri	$25.1M	+$2.41M	3	0.45%	Increased
465	MAA Matrix Asset Advisors White Plains, New York	$24.7M	-$165K	1	3.92%	Reduced
466	ExxonMobil Investment Management Irving, Texas	$24.5M	-$3.56M	6	0.67%	Reduced
467	PR Payden & Rygel Los Angeles, California	$24.5M	+$78.4K	2	2.13%	Increased
468	Commonwealth Equity Services Waltham, Massachusetts	$24.5M	+$1.35M	14	0.13%	Increased
469	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$24.3M	-$10.4M	3	0.97%	Reduced
470	AIM Avity Investment Management Greenwich, Connecticut	$24.2M	+$359K	1	3.05%	Increased
471	Laurion Capital Management New York	$24.1M	+$2.68M	8	0.12%	Increased
472	BOK Financial Tulsa, Oklahoma	$24.1M	+$3.12M	8	0.66%	Increased
473	QIM Quantitative Investment Management Charlottesville, Virginia	$24.1M	-$18.4M	7	0.35%	Reduced
474	Trillium Asset Management Boston, Massachusetts	$23.8M	-$279K	2	1.31%	Reduced
475	CMG Cavalry Management Group San Francisco, California	$23.7M	-$1.31M	1	6.91%	Reduced