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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	AAM ACK Asset Management Greenwich, Connecticut	$44.4M	$0	1	8.16%	Maintained
452	Montrusco Bolton Investments Montreal, Quebec, Canada	$44.4M	+$1.93M	2	1.03%	Increased
453	CC Cederberg Capital London, United Kingdom	$44.4M	-$3.27M	1	14.75%	Reduced
454	Bowen Hanes & Co Ponte Vedra Beach, Florida	$44.1M	-$1.06M	4	1.57%	Reduced
455	TAM Third Avenue Management New York	$43.8M	-$8.78M	4	7.62%	Reduced
456	Beck Mack & Oliver New York	$43.6M	-$8.28M	2	1.28%	Reduced
457	Oversea-Chinese Banking Corp (OCBC) Singapore	$43.2M	+$42.2M	7	2.49%	New
458	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$43.2M	+$2.7M	3	2.56%	Increased
459	Brinker Capital Investments Berwyn, Pennsylvania	$43.1M	+$3.2M	15	0.86%	Increased
460	IFM Investors Melbourne, Australia	$42.9M	+$4.45M	6	0.72%	Increased
461	PR Payden & Rygel Los Angeles, California	$42.9M	+$5.93M	4	2.28%	Increased
462	Capital International Inc Los Angeles, California	$42.8M	-$19M	4	0.92%	Reduced
463	SG Americas Securities New York	$42.8M	-$2.29M	25	0.52%	Reduced
464	Bridgewater Associates Westport, Connecticut	$42.4M	-$7.27M	8	0.23%	Reduced
465	Verition Fund Management Greenwich, Connecticut	$42.3M	-$48.5M	11	0.66%	Reduced
466	Snyder Capital Management San Francisco, California	$42.2M	-$150K	1	0.95%	Reduced
467	AIA Group Hong Kong	$42.2M	+$10.3M	4	2.57%	Increased
468	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$42.2M	-$33.9M	7	0.22%	Reduced
469	AC Avenir Corporation Alexandria, Virginia	$41.7M	+$2.29M	3	4.18%	Increased
470	TCM Tekne Capital Management New York	$41.6M	+$12.6M	1	14%	Increased
471	SLF Sun Life Financial Toronto, Ontario, Canada	$41.5M	$0	1	3.18%	Maintained
472	Cetera Advisor Networks El Segundo, California	$41.2M	+$14.3M	19	0.33%	Increased
473	Badgley Phelps Wealth Managers Seattle, Washington	$41M	+$46.6K	2	1.64%	Increased
474	William Blair Investment Management Chicago, Illinois	$40.9M	-$6.54M	2	0.16%	Reduced
475	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$40.4M	-$9.56M	1	3.37%	Reduced