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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	O'Shaughnessy Asset Management Stamford, Connecticut	$39.2M	+$7.35M	13	0.74%	Increased
477	Cambridge Investment Research Advisors Fairfield, Iowa	$39M	+$1.77M	22	0.22%	Increased
478	MN Services Vermogensbeheer The Hague, Netherlands	$38.8M	-$2.46M	2	0.41%	Reduced
479	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$38.5M	+$1.09M	2	3.13%	Increased
480	Acadian Asset Management Boston, Massachusetts	$38.5M	+$25.9M	13	0.21%	Increased
481	UMB Bank Kansas City, Missouri	$38.5M	-$52.9K	15	0.65%	Reduced
482	HIM HughesLittle Investment Management Vancouver,	$38.4M	$0	1	11.9%	Maintained
483	FAS Formuepleje A/S Aarhus C, Denmark	$38.3M	-$4.29M	2	3.11%	Reduced
484	LPAM Legion Partners Asset Management Los Angeles, California	$38.3M	+$8.46M	1	13.82%	Increased
485	Snyder Capital Management San Francisco, California	$38.2M	+$7.41M	1	0.98%	Increased
486	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$38.2M	-$664K	6	2.09%	Reduced
487	Private Management Group Irvine, California	$38M	+$1.83M	2	1.77%	Increased
488	LCP LGT Capital Partners Pfaeffikon, Switzerland	$37.7M	+$2.38M	3	1.15%	Increased
489	Vident Investment Advisory Alpharetta, Georgia	$37.5M	+$12.2M	25	1.22%	Increased
490	LM Lincluden Management Mississauga, Ontario, Canada	$37.5M	-$2.9M	2	4.77%	Reduced
491	SLF Sun Life Financial Toronto, Ontario, Canada	$37.4M	$0	1	3%	Maintained
492	OMC Oasis Management Company Grand Cayman, Cayman Islands	$37.2M	+$7.47M	5	6.26%	Increased
493	BFS Baskin Financial Services Toronto, Ontario, Canada	$37.2M	-$636K	1	4.45%	Reduced
494	Oregon Public Employees Retirement Fund Tigard, Oregon	$37.1M	-$1.07M	13	0.53%	Reduced
495	DP Dearborn Partners Chicago, Illinois	$36.6M	+$98.8K	4	1.62%	Increased
496	LI Leeward Investments Boston, Massachusetts	$36.5M	-$466K	3	1.74%	Reduced
497	Badgley Phelps Wealth Managers Seattle, Washington	$36.4M	-$11.7M	2	1.56%	Reduced
498	Ninety One (UK) London, United Kingdom	$36.3M	+$22.9M	3	0.12%	Increased
499	E. Ohman J:or Asset Management Stockholm, Sweden	$36.3M	+$211K	6	1.66%	Increased
500	BC Brahman Capital New York	$36.2M	-$31.3M	1	5.07%	Reduced