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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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$18.7M	-$2.77M	8	0.31%	Reduced
502	WIC Willis Investment Counsel Gainesville, Georgia	$18.6M	+$2.03M	2	1.39%	Increased
503	LCP LGT Capital Partners Pfaeffikon, Switzerland	$18.5M	-$7.06M	2	1.54%	Reduced
504	E. Ohman J:or Asset Management Stockholm, Sweden	$18.3M	+$3.09M	4	1.33%	Increased
505	Dai-ichi Life Insurance Company Tokyo, Japan	$18.3M	+$4.71M	9	0.5%	Increased
506	OAMG Odey Asset Management Group London, United Kingdom	$18.2M	+$9.63M	1	1.61%	Increased
507	LCM LVM Capital Management Portage, Michigan	$18.2M	-$22.4K	1	4.77%	Reduced
508	FCM Flinton Capital Management Philadelphia, Pennsylvania	$18.1M	-$268K	10	0.68%	Reduced
509	Susquehanna International Group Bala Cynwyd, Pennsylvania	$17.6M	-$7.23M	17	0.01%	Reduced
510	DA Duality Advisers Miami, Florida	$17.6M	+$19.5M	4	1.03%	New
511	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.6M	-$2.32M	1	2.18%	Reduced
512	PFM Parsec Financial Management Asheville, North Carolina	$17.6M	+$1.93M	2	1.27%	Increased
513	AFG American Financial Group Cincinnati, Ohio	$17.5M	$0	1	1.64%	Maintained
514	GAMCO Investors Greenwich, Connecticut	$17.3M	+$183K	2	0.15%	Increased
515	Tiger Global Management New York	$17.3M	$0	1	0.12%	Maintained
516	ARTA A.R.T. Advisors New York	$17.1M	+$15.1M	9	1.1%	Increased
517	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$16.9M	$0	1	0.27%	Maintained
518	Emerald Advisers Leola, Pennsylvania	$16.9M	-$15.9M	2	0.83%	Reduced
519	Oppenheimer Asset Management New York	$16.8M	+$1.07M	16	0.42%	Increased
520	BIM Barton Investment Management West Conshohocken, Pennsylvania	$16.7M	+$1.12M	1	3.34%	Increased
521	KTA Keeley-Teton Advisors Chicago, Illinois	$16.7M	+$121K	3	1.67%	Increased
522	FTCM Fir Tree Capital Management New York	$16.7M	$0	1	1.17%	Maintained
523	Nissay Asset Management Tokyo, Japan	$16.6M	-$4.7M	8	0.51%	Reduced
524	Bahl & Gaynor Cincinnati, Ohio	$16.5M	+$589K	4	0.18%	Increased
525	HIM HughesLittle Investment Management Vancouver,	$16.5M	$0	1	7.56%	Maintained