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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	SAM Scopus Asset Management New York	$42M	-$17.6M	3	1.18%	Reduced
502	FFM Fullerton Fund Management Singapore	$41.8M	+$34.2M	1	2.92%	Increased
503	Crossmark Global Holdings Houston, Texas	$41.6M	+$1.61M	14	0.9%	Increased
504	Gotham Asset Management New York	$41.6M	+$665K	15	0.9%	Increased
505	Stonegate Investment Group Birmingham, Alabama	$41.3M	+$151K	3	1.47%	Increased
506	CC Conversant Capital Summit, New Jersey	$41.2M	$0	1	10.24%	Maintained
507	Meitav Investment House Bene-Beraq, Israel	$41M	+$19.3M	3	0.66%	Increased
508	Carnegie Investment Counsel Pepper Pike, Ohio	$40.9M	+$1.53M	4	1.51%	Increased
509	Merewether Investment Management Dallas, Texas	$40.8M	+$24.5M	1	2.96%	Increased
510	Andra AP-fonden Goteborg, Sweden	$40.6M	-$5.6M	7	1.03%	Reduced
511	Scout Investments Kansas City, Missouri	$40.6M	-$46.6M	3	0.83%	Reduced
512	Waverton Investment Management London, United Kingdom	$40.6M	+$17.1M	2	1.15%	Increased
513	TCM Tributary Capital Management Omaha, Nebraska	$40.5M	-$10.9M	2	3.63%	Reduced
514	Steward Partners Investment Advisory New York	$40.5M	+$1.04M	22	0.61%	Increased
515	ZCM Ziegler Capital Management Chicago, Illinois	$40.4M	+$5.28M	5	1.55%	Increased
516	TAM Third Avenue Management New York	$40.2M	-$7.95M	3	6.64%	Reduced
517	Beck Mack & Oliver New York	$40.2M	-$2M	2	1.05%	Reduced
518	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$40M	+$11.9M	10	0.95%	Increased
519	Advisors Capital Management Ridgewood, New Jersey	$40M	-$1.39M	4	0.95%	Reduced
520	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$39.9M	-$6.12M	6	0.18%	Reduced
521	SC Sasco Capital Fairfield, Connecticut	$39.6M	-$12.9M	2	4.69%	Reduced
522	LGT Group Foundation Vaduz, Liechtenstein	$39.5M	-$4.01M	4	0.96%	Reduced
523	AE Wealth Management Topeka, Kansas	$39.4M	+$4.74M	16	0.24%	Increased
524	ING Group Amsterdam, Netherlands	$39.2M	-$9.82M	5	0.3%	Reduced
525	ST Sabal Trust St. Petersburg, Florida	$39.1M	-$12.7M	2	2.49%	Reduced