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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	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$45.1M	-$11.1M	2	3.73%	Reduced
477	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$44.7M	-$9.28M	10	1.06%	Reduced
478	PR Payden & Rygel Los Angeles, California	$44.6M	-$20M	3	2.31%	Reduced
479	Dai-ichi Life Insurance Company Tokyo, Japan	$44.6M	+$829K	7	0.58%	Increased
480	Advisors Capital Management Ridgewood, New Jersey	$44.4M	+$7.68M	4	1.35%	Increased
481	Discovery Capital Management South Norwalk, Connecticut	$44.3M	-$23.8M	1	3.32%	Reduced
482	GAMCO Investors Greenwich, Connecticut	$44.2M	+$3.94M	4	0.39%	Increased
483	CT Cambridge Trust Cambridge, Massachusetts	$43.8M	+$165K	5	1.65%	Increased
484	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$43.7M	+$994K	1	3.06%	Increased
485	NP NS Partners London, United Kingdom	$43.5M	+$18.1M	2	2.22%	Increased
486	Crawford Investment Counsel Atlanta, Georgia	$43.1M	-$671K	5	0.88%	Reduced
487	Temasek Holdings Singapore	$42.9M	$0	1	0.15%	Maintained
488	Cooperman Leon G	$42.9M	+$5.92M	1	2.27%	Increased
489	GIM Grassi Investment Management Santa Clara, California	$42.6M	$0	3	4.79%	Maintained
490	Nishkama Capital LLC Dorado, Puerto Rico	$42.6M	+$33M	1	12.39%	Increased
491	MML Investors Services Springfield, Massachusetts	$42.4M	+$4.29M	15	0.34%	Increased
492	Adams Diversified Equity Fund Baltimore, Maryland	$42M	+$5.18M	2	1.66%	Increased
493	OP Oslo Pensjonsforsikring Oslo,	$42M	$0	1	5.6%	Maintained
494	Scout Investments Kansas City, Missouri	$41.9M	-$14.2M	3	0.62%	Reduced
495	MUFG Securities (Canada) New York	$41.8M	+$1.72M	1	1.69%	Increased
496	Ninety One (UK) London, United Kingdom	$41.6M	-$10.5M	2	0.11%	Reduced
497	ESBC E.S. Barr & Co Lexington, Kentucky	$41M	-$934K	1	2.96%	Reduced
498	C Chescapmanager Baltimore, Maryland	$40.8M	-$930K	2	5.78%	Reduced
499	CM Cartica Management Washington, District of Columbia	$40.6M	+$27.2M	1	7.74%	Increased
500	Crossmark Global Holdings Houston, Texas	$40.4M	+$8.48M	17	0.95%	Increased