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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	AssetMark Inc Concord, California	$42.1M	-$57.6K	12	0.22%	Reduced
477	CCM Corsair Capital Management New York	$41.8M	-$1.21M	2	8.7%	Reduced
478	BFS Baskin Financial Services Toronto, Ontario, Canada	$40.9M	+$868K	1	4.23%	Increased
479	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.7M	-$1.18M	2	1.35%	Reduced
480	Calamos Advisors Naperville, Illinois	$40.5M	-$4.03M	7	0.22%	Reduced
481	MICM Matthews International Capital Management San Francisco, California	$40.3M	-$2.2M	2	1.68%	Reduced
482	SCM Stadium Capital Management New Canaan, Connecticut	$40.3M	-$13.3M	1	18.81%	Reduced
483	Acadian Asset Management Boston, Massachusetts	$40.1M	+$13.8M	15	0.16%	Increased
484	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$39.8M	-$3.45M	6	0.22%	Reduced
485	Hancock Whitney Gulfport, Mississippi	$39.8M	-$557K	9	1.35%	Reduced
486	Brinker Capital Investments Berwyn, Pennsylvania	$39.3M	+$12.9M	11	0.59%	Increased
487	Eventide Asset Management Boston, Massachusetts	$39.2M	+$1.93M	2	0.58%	Increased
488	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$39.1M	+$7.49M	3	1.3%	Increased
489	Tudor Investment Corp Stamford, Connecticut	$38.8M	+$1.02M	11	0.78%	Increased
490	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$38.5M	+$8.88M	6	5.14%	Increased
491	SCA Southpoint Capital Advisors New York	$38.5M	+$38.4M	1	0.62%	New
492	IECM Intrinsic Edge Capital Management Chicago, Illinois	$38.4M	+$21.7M	4	2.61%	Increased
493	Cullen/Frost Bankers San Antonio, Texas	$38.2M	+$375K	7	0.84%	Increased
494	Xponance Philadelphia, Pennsylvania	$38.2M	-$1.11M	11	0.81%	Reduced
495	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$38.2M	+$484K	3	1.75%	Increased
496	Curi RMB Capital Chicago, Illinois	$38.1M	+$18.8M	4	1.41%	Increased
497	LM Lincluden Management Mississauga, Ontario, Canada	$37.9M	-$12.9M	2	3.67%	Reduced
498	Obermeyer Wealth Partners Aspen, Colorado	$37.8M	+$1.18M	5	2.32%	Increased
499	Erste Asset Management Vienna, Austria	$37.7M	+$6.15M	6	0.92%	Increased
500	LFDLE La Financiere de L'Echiquier Paris, France	$37.7M	+$12.1M	2	1.53%	Increased