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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	Vestcor Inc Fredericton, New Brunswick, Canada	$43.3M	+$6.68M	16	1.58%	Increased
502	SFG Sather Financial Group Victoria, Texas	$43.1M	+$2.06M	1	3.59%	Increased
503	CP Cumberland Partners Toronto, Ontario, Canada	$43.1M	-$3.22M	2	4.14%	Reduced
504	Advisors Capital Management Ridgewood, New Jersey	$42.9M	+$3.29M	4	1.09%	Increased
505	Weiss Multi-Strategy Advisers New York	$42.9M	-$31.9M	6	1.02%	Reduced
506	DF Dent & Co Baltimore, Maryland	$42.2M	+$16.2M	3	0.62%	Increased
507	Horizon Kinetics Asset Management New York	$41.8M	-$1.09M	3	0.83%	Reduced
508	T. Rowe Price Investment Management Baltimore, Maryland	$41.5M	-$37.5M	1	0.03%	Reduced
509	SLF Sun Life Financial Toronto, Ontario, Canada	$41.3M	$0	1	3.04%	Maintained
510	C Chescapmanager Baltimore, Maryland	$41.3M	-$659K	1	5.26%	Reduced
511	Scout Investments Kansas City, Missouri	$41.2M	+$5.09M	3	0.94%	Increased
512	SW SVB Wealth Boston, Massachusetts	$41.2M	-$5.61M	8	0.91%	Reduced
513	Brandes Investment Partners La Jolla, California	$41.2M	+$3.33M	1	0.8%	Increased
514	ACM Argent Capital Management St Louis, Missouri	$41.1M	-$4.35M	1	1.46%	Reduced
515	CQS Credential Qtrade Securities Vancouver,	$40.7M	+$613K	3	2.7%	Increased
516	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$40.7M	$0	1	6.67%	Maintained
517	PFC Phocas Financial Corp Alameda, California	$40.6M	-$17.1M	8	5.91%	Reduced
518	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$40.6M	-$3.27M	4	1.36%	Reduced
519	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$40.5M	+$3.38M	7	0.19%	Increased
520	TCM Tributary Capital Management Omaha, Nebraska	$40.4M	+$595K	2	3.83%	Increased
521	SRFM Shannon River Fund Management New York	$40.1M	-$16.3M	1	7.97%	Reduced
522	Oregon Public Employees Retirement Fund Tigard, Oregon	$40.1M	-$1.57M	13	0.55%	Reduced
523	Ceredex Value Advisors Orlando, Florida	$40.1M	-$45.2M	1	0.71%	Reduced
524	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$39.9M	+$1.64M	9	0.93%	Increased
525	Stephens Investment Management Group Houston, Texas	$39.7M	+$7.69M	1	0.65%	Increased