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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
501	Hermes Investment Management London Uk, United Kingdom	$16.3M	+$5.96M	1	0.42%	Increased
502	AIM Avity Investment Management Greenwich, Connecticut	$16.3M	+$1.21M	1	2.78%	Increased
503	Sarasin & Partners London, United Kingdom	$16.3M	-$1.64M	3	0.22%	Reduced
504	Trillium Asset Management Boston, Massachusetts	$16.2M	+$2.11M	2	1.4%	Increased
505	LCP LeVasseur Capital Partners Newport Beach, California	$16.1M	$0	1	19.36%	Maintained
506	CCM Cupps Capital Management Chicago, Illinois	$16.1M	-$1.23M	2	1.49%	Reduced
507	TI Turner Investments Berwyn, Pennsylvania	$16M	-$5.14M	3	0.96%	Reduced
508	AA Antipodean Advisors New York	$16M	+$16.3M	1	1.56%	New
509	Utah Retirement Systems Salt Lake City, Utah	$15.8M	+$594K	7	0.45%	Increased
510	GIM Greystone Investment Management Cincinnati, Ohio	$15.7M	-$193K	2	6.16%	Reduced
511	Glenmede Trust Philadelphia, Pennsylvania	$15.7M	-$6.73M	12	0.14%	Reduced
512	People's United Financial Bridgeport, Connecticut	$15.6M	-$31.8K	3	0.83%	Reduced
513	Meag Munich Ergo Munich, Germany	$15.4M	+$5.01M	2	0.71%	Increased
514	ARC Absolute Return Capital Boston, Massachusetts	$15.4M	-$40.7M	3	0.22%	Reduced
515	ZDA Zweig-DiMenna Associates New York	$15.4M	+$15.2M	1	0.67%	Increased
516	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.4M	+$131K	5	0.62%	Increased
517	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$15.4M	-$1.55M	6	0.23%	Reduced
518	CIBC Private Wealth Group Atlanta, Georgia	$15.3M	+$546K	4	0.12%	Increased
519	Huntington National Bank Columbus, Ohio	$15.1M	-$654K	4	0.31%	Reduced
520	Nordea Investment Management Stockholm, Sweden	$15.1M	+$298K	4	0.06%	Increased
521	CAM Capstone Asset Management Houston, Texas	$15M	+$112K	12	0.51%	Increased
522	BTP Bloom Tree Partners New York	$15M	+$15.3M	1	1.97%	New
523	CC Curian Capital Denver, Colorado	$14.9M	+$2.15M	4	0.26%	Increased
524	Perkins Investment Management Chicago, Illinois	$14.9M	-$21.2M	1	0.14%	Reduced
525	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$14.9M	+$403K	1	0.85%	Increased