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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
551	Cullen Capital Management New York	$33.6M	+$596K	1	0.33%	Increased
552	PC Port Capital Chicago, Illinois	$33.4M	-$15.2M	1	1.69%	Reduced
553	WCP Waterfront Capital Partners New York	$33.4M	-$77.4M	2	2.35%	Reduced
554	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$33.3M	-$1.76M	1	1.14%	Reduced
555	TIAA FSB Jacksonville, Florida	$33.3M	+$1.41M	5	0.12%	Increased
556	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$33M	-$50M	2	0.55%	Reduced
557	Gateway Investment Advisers Cincinnati, Ohio	$33M	-$23.5K	5	0.34%	Reduced
558	SC Sasco Capital Fairfield, Connecticut	$32.7M	-$6.31M	1	3.99%	Reduced
559	ACM Argent Capital Management St Louis, Missouri	$32.7M	+$4K	1	1.03%	Increased
560	JAM JLP Asset Management New York	$32.4M	-$8.41M	2	17.9%	Reduced
561	Cannell & Spears New York	$32.4M	-$1.01M	6	2.34%	Reduced
562	Norinchukin Bank Tokyo, Japan	$32.3M	+$2.17M	9	0.45%	Increased
563	MTC McDaniel Terry & Co Austin, Texas	$32.3M	+$69.6K	1	3.77%	Increased
564	Kennedy Capital Management St Louis, Missouri	$31.9M	+$10.3M	4	0.72%	Increased
565	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.6M	-$4.41M	7	0.87%	Reduced
566	Gradient Investments Arden Hills, Minnesota	$31.6M	-$10.5M	9	0.89%	Reduced
567	MNBTD Moody National Bank Trust Division Galveston, Texas	$31.6M	+$20.9K	4	0.46%	Increased
568	Hudson Bay Capital Management Stamford, Connecticut	$31.5M	-$16M	8	0.43%	Reduced
569	Atria Investments Charlotte, North Carolina	$31.5M	+$1.89M	9	0.57%	Increased
570	Maryland State Retirement & Pension System Baltimore, Maryland	$31.4M	+$10.2M	15	0.89%	Increased
571	Oppenheimer & Co New York	$31.4M	+$623K	12	0.59%	Increased
572	Aristotle Atlantic Partners Sarasota, Florida	$31.3M	-$416K	2	2.07%	Reduced
573	Boston Trust Walden Boston, Massachusetts	$31.2M	+$557K	3	0.28%	Increased
574	Clal Insurance Tel-Aviv, Israel	$31.2M	-$357K	4	0.36%	Reduced
575	EIP Easterly Investment Partners Beverly, Massachusetts	$31.1M	+$9.84M	4	2.11%	Increased