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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
526	WAM World Asset Management Detroit, Michigan	$14.9M	-$228K	12	0.45%	Reduced
527	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.8M	+$366K	8	0.37%	Increased
528	UM Ulysses Management New York	$14.8M	+$12.3M	1	1.89%	Increased
529	Baird Milwaukee, Wisconsin	$14.8M	+$2.08M	5	0.21%	Increased
530	MAM Myriad Asset Management North Point, Hong Kong	$14.7M	+$11.4M	1	1.62%	Increased
531	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$14.6M	+$1.71M	2	0.27%	Increased
532	MTC McDaniel Terry & Co Austin, Texas	$14.5M	-$108K	1	3.46%	Reduced
533	Donaldson Capital Management Evansville, Indiana	$14.4M	+$358K	1	2.28%	Increased
534	KCM KeyPoint Capital Management Dallas, Texas	$14.4M	+$14.5M	2	14.15%	New
535	BSPF British Steel Pension Fund London, United Kingdom	$14.4M	$0	1	1.44%	Maintained
536	REMS Real Estate Management Services	$14.4M	+$1.23M	1	2.6%	Increased
537	WesBanco Bank Wheeling, West Virginia	$14.3M	-$69.6K	5	0.8%	Reduced
538	Livforsakringsbolaget Skandia Stockholm, Sweden	$14M	-$665K	7	0.53%	Reduced
539	WRIP White River Investment Partners San Francisco, California	$13.9M	+$952K	1	19.28%	Increased
540	SIC Schwartz Investment Counsel Plymouth, Michigan	$13.9M	$0	2	1%	Maintained
541	TU TDAM USA Toronto, Ontario, Canada	$13.9M	-$591K	1	0.6%	Reduced
542	Aristotle Capital Management Los Angeles, California	$13.9M	+$1.09M	2	0.18%	Increased
543	LCG Luxor Capital Group New York	$13.7M	+$13.7M	1	0.21%	New
544	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13.6M	+$1.04M	5	0.1%	Increased
545	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.6M	+$470K	3	2.17%	Increased
546	AL Airain Ltd St. Peter Port, Guernsey	$13.6M	+$12.5M	7	0.92%	Increased
547	BB&T Securities Richmond, Virginia	$13.6M	-$2.58M	5	0.32%	Reduced
548	NLCM Neon Liberty Capital Management New York	$13.5M	+$15.3M	1	15.21%	New
549	Tudor Investment Corp Stamford, Connecticut	$13.5M	+$9.38M	12	0.49%	Increased
550	CIM Calvert Investment Management Bethesda, Maryland	$13.5M	-$11.4M	4	1%	Reduced