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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	OAM Oxford Asset Management Oxford, United Kingdom	$26M	+$4.83M	10	0.55%	Increased
452	LCP LGT Capital Partners Pfaeffikon, Switzerland	$25.9M	+$2.98M	2	2.22%	Increased
453	Meag Munich Ergo Munich, Germany	$25.9M	-$3.69M	3	1.06%	Reduced
454	Whittier Trust South Pasadena, California	$25.6M	+$516K	12	0.86%	Increased
455	RCM Riverpark Capital Management New York	$25.4M	+$4.4M	1	3.95%	Increased
456	ACM Argent Capital Management St Louis, Missouri	$25.3M	+$84.9K	4	0.93%	Increased
457	PR Payden & Rygel Los Angeles, California	$25.2M	+$1.95M	2	2.05%	Increased
458	South Dakota Investment Council Sioux Falls, South Dakota	$25.2M	+$3.69M	5	0.58%	Increased
459	BOK Financial Tulsa, Oklahoma	$25.2M	+$497K	8	0.71%	Increased
460	Personal Capital Advisors Redwood City, California	$25.1M	-$2.94M	2	0.39%	Reduced
461	Zurich Insurance Group Zurich, Switzerland	$25M	-$967K	4	0.58%	Reduced
462	MAA Matrix Asset Advisors White Plains, New York	$25M	-$3.12K	1	4.12%	Reduced
463	Adams Diversified Equity Fund Baltimore, Maryland	$24.9M	$0	5	1.37%	Maintained
464	GW&K Investment Management Boston, Massachusetts	$24.9M	-$495K	1	0.42%	Reduced
465	PFC Phocas Financial Corp Alameda, California	$24.8M	-$1.91M	6	2.23%	Reduced
466	Locust Wood Capital Advisers New York	$24.6M	+$4.24M	1	2.51%	Increased
467	Fifth Third Bancorp Cincinnati, Ohio	$24.6M	-$4.46M	16	0.17%	Reduced
468	Treasurer of the State of North Carolina Raleigh, North Carolina	$24.3M	+$24.6M	8	0.63%	Increased
469	Trillium Asset Management Boston, Massachusetts	$24.3M	+$315K	2	1.34%	Increased
470	CIA Covington Investment Advisors Ligonier, Pennsylvania	$24.3M	-$1.39M	1	7.81%	Reduced
471	Oregon Public Employees Retirement Fund Tigard, Oregon	$24.1M	+$101K	11	0.36%	Increased
472	CRCP Copper Rock Capital Partners Boston, Massachusetts	$24M	-$194K	1	1.44%	Reduced
473	Nicholas Company Milwaukee, Wisconsin	$23.9M	+$8.44M	3	0.54%	Increased
474	SIC Schwartz Investment Counsel Plymouth, Michigan	$23.8M	+$5.78M	4	1.4%	Increased
475	Ninety One (UK) London, United Kingdom	$23.7M	-$26.1M	2	0.13%	Reduced