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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	Thompson Siegel & Walmsley Richmond, Virginia	$42.7M	-$2.65M	5	0.74%	Reduced
452	SG Americas Securities New York	$42.7M	-$1.74M	26	0.53%	Reduced
453	NIG NFJ Investment Group Dallas, Texas	$42.6M	+$11.8M	7	1.11%	Increased
454	Covea Finance Paris, France	$42.3M	$0	2	2.22%	Maintained
455	CP Cumberland Partners Toronto, Ontario, Canada	$42.1M	-$504K	3	4.47%	Reduced
456	BHMP Bardin Hill Management Partners New York	$42M	+$9.55M	1	9.68%	Increased
457	MML Investors Services Springfield, Massachusetts	$41.9M	+$440K	14	0.32%	Increased
458	CC Cederberg Capital London, United Kingdom	$41.8M	-$9.92M	1	16.26%	Reduced
459	Sessa Capital New York	$41.6M	$0	1	2.97%	Maintained
460	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$41.4M	+$782K	3	2.54%	Increased
461	SC Sasco Capital Fairfield, Connecticut	$41.3M	$0	2	6.15%	Maintained
462	ORIO Old Republic International (ORI) Chicago, Illinois	$41.3M	$0	1	1.37%	Maintained
463	Baupost Group Boston, Massachusetts	$41.2M	-$19	1	0.71%	Reduced
464	Congress Wealth Management Boston, Massachusetts	$41M	+$46.5K	6	1.11%	Increased
465	QI QV Investors Calgary, Alberta, Canada	$40.9M	-$1.16M	1	3.95%	Reduced
466	Kennedy Capital Management St Louis, Missouri	$40.8M	+$2.3M	7	1.2%	Increased
467	WorldQuant Millennium Advisors New York	$40.7M	+$35.1M	1	0.99%	Increased
468	Rathbones Group Liverpool, United Kingdom	$40.7M	+$476K	4	0.5%	Increased
469	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$40.4M	+$854K	1	3.01%	Increased
470	Mercer Global Advisors Denver, Colorado	$40.1M	+$3.77M	12	0.24%	Increased
471	Bowen Hanes & Co Ponte Vedra Beach, Florida	$39.9M	-$762K	5	1.54%	Reduced
472	GF Greenhouse Funds Baltimore, Maryland	$39.7M	+$420K	1	4.53%	Increased
473	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$39.5M	-$10.2M	4	1.59%	Reduced
474	Cullen/Frost Bankers San Antonio, Texas	$39.4M	+$898K	8	0.9%	Increased
475	Oppenheimer Asset Management New York	$39.3M	+$59.6K	13	0.69%	Increased