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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
476	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.2M	+$158K	2	1.27%	Increased
477	CCM Corsair Capital Management New York	$40.2M	+$2.29M	1	9.26%	Increased
478	HIM HughesLittle Investment Management Vancouver,	$40.1M	$0	1	11.57%	Maintained
479	CQS Credential Qtrade Securities Vancouver,	$39.9M	+$853K	3	4.13%	Increased
480	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$39.6M	+$3.54M	8	0.24%	Increased
481	Crawford Investment Counsel Atlanta, Georgia	$39.5M	-$329K	6	0.98%	Reduced
482	Hancock Whitney Gulfport, Mississippi	$39.4M	-$918K	10	1.32%	Reduced
483	Dai-ichi Life Insurance Company Tokyo, Japan	$39.2M	+$3.23M	7	0.57%	Increased
484	AssetMark Inc Concord, California	$38.9M	-$239K	11	0.22%	Reduced
485	QS Investors New York	$38.9M	-$2.97M	10	0.47%	Reduced
486	Group One Trading Chicago, Illinois	$38.7M	+$13.6M	13	0.07%	Increased
487	Obermeyer Wealth Partners Aspen, Colorado	$38.3M	+$270K	4	2.54%	Increased
488	SCM Segantii Capital Management Hong Kong	$38.1M	-$160K	1	1.76%	Reduced
489	Tudor Investment Corp Stamford, Connecticut	$38M	+$5.67M	13	1.07%	Increased
490	Mizuho Markets Americas New York	$37.8M	+$37.3M	1	7.06%	New
491	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$37.6M	-$21.1M	5	0.44%	Reduced
492	Copeland Capital Management Conshohocken, Pennsylvania	$37.6M	+$4.17M	4	1.48%	Increased
493	Eventide Asset Management Boston, Massachusetts	$37.6M	+$457K	3	0.58%	Increased
494	Bridgewater Associates Westport, Connecticut	$37.6M	+$5.82M	6	0.33%	Increased
495	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$37.4M	-$2.49M	3	2.17%	Reduced
496	Xponance Philadelphia, Pennsylvania	$37.4M	+$324K	12	0.81%	Increased
497	Braun Stacey Associates New York	$37.3M	+$4.42M	3	1.68%	Increased
498	WorldQuant Millennium Advisors New York	$37.2M	+$4.77M	3	0.81%	Increased
499	BFS Baskin Financial Services Toronto, Ontario, Canada	$37.2M	+$551K	1	4.11%	Increased
500	GIM Grassi Investment Management Santa Clara, California	$37M	-$2.84M	3	4.69%	Reduced