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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	Whittier Trust South Pasadena, California	$23.9M	+$1.03M	12	0.82%	Increased
452	SAM Scopus Asset Management New York	$23.8M	-$29.4M	3	1.55%	Reduced
453	Thornburg Investment Management Santa Fe, New Mexico	$23.5M	-$2.2M	3	0.23%	Reduced
454	Acadian Asset Management Boston, Massachusetts	$23.3M	+$2.59M	7	0.12%	Increased
455	SGAM Smith Group Asset Management Dallas, Texas	$23M	-$23.1K	2	0.81%	Reduced
456	CC Crosslink Capital Menlo Park, California	$23M	+$5.88M	2	6.48%	Increased
457	ST Sabal Trust St. Petersburg, Florida	$22.5M	-$701K	2	2.31%	Reduced
458	ESBC E.S. Barr & Co Lexington, Kentucky	$22.4M	+$8.31M	1	2.5%	Increased
459	FCI Financial Counselors Inc Overland Park, Kansas	$22.3M	+$7.06K	2	1.1%	Increased
460	Highbridge Capital Management New York	$22M	-$26M	1	0.65%	Reduced
461	GIM Grassi Investment Management Santa Clara, California	$22M	+$3.83M	3	3.78%	Increased
462	CMG Cavalry Management Group San Francisco, California	$21.8M	+$22.4M	1	5.07%	New
463	CRCP Copper Rock Capital Partners Boston, Massachusetts	$21.7M	-$754K	1	1.7%	Reduced
464	ACM Atlanta Capital Management Atlanta, Georgia	$21.6M	-$715K	1	0.12%	Reduced
465	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$21.6M	+$2.33M	2	2.27%	Increased
466	Calamos Advisors Naperville, Illinois	$21.6M	+$4.77M	5	0.14%	Increased
467	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$21.6M	-$3.77M	2	0.8%	Reduced
468	SAM Shell Asset Management The Hague, Netherlands	$21.5M	-$3.23M	9	0.54%	Reduced
469	Fifth Third Bancorp Cincinnati, Ohio	$21.3M	+$1.29M	17	0.16%	Increased
470	GLCM Greenlea Lane Capital Management Weston, Connecticut	$21.1M	+$23M	1	20.56%	New
471	Assenagon Asset Management Senningerberg, Luxembourg	$21.1M	-$34.1M	6	0.24%	Reduced
472	AIM Avity Investment Management Greenwich, Connecticut	$21M	-$1.8M	1	2.93%	Reduced
473	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$21M	$0	1	10.05%	Maintained
474	WI Wafra Inc New York	$20.9M	$0	1	0.82%	Maintained
475	Select Equity Group New York	$20.9M	-$32.2M	1	0.16%	Reduced