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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	LPAM Legion Partners Asset Management Los Angeles, California	$47.3M	+$1.68M	1	14.6%	Increased
552	Capital Group Private Client Services Los Angeles, California	$47.1M	-$9.73M	1	0.47%	Reduced
553	SCGE Management Menlo Park, California	$46.9M	+$48.3M	1	0.92%	New
554	LCP LGT Capital Partners Pfaeffikon, Switzerland	$46.9M	+$3.87M	3	1.6%	Increased
555	SCA Snowden Capital Advisors New York	$46.9M	-$3.65M	15	1.39%	Reduced
556	Private Management Group Irvine, California	$46.4M	+$391K	2	1.78%	Increased
557	Nippon Life Global Investors Americas New York	$46.3M	+$3.2M	3	2.04%	Increased
558	Maryland State Retirement & Pension System Baltimore, Maryland	$46.3M	+$85.6K	15	0.85%	Increased
559	Snyder Capital Management San Francisco, California	$46M	-$4.15M	1	1.03%	Reduced
560	Crossmark Global Holdings Houston, Texas	$46M	-$10.5M	15	0.88%	Reduced
561	Thornburg Investment Management Santa Fe, New Mexico	$46M	-$3.99M	4	0.65%	Reduced
562	Tower Research Capital (TRC) New York	$45.7M	+$18.9M	41	0.77%	Increased
563	Brinker Capital Investments Berwyn, Pennsylvania	$45.6M	-$11.8M	16	0.48%	Reduced
564	Orion Portfolio Solutions Omaha, Nebraska	$45.6M	-$11.8M	16	0.48%	Reduced
565	UBS O'Connor Chicago, Illinois	$45.4M	+$14.3M	6	1.28%	Increased
566	PGH Partners Group Holding Baar-Zug, Switzerland	$45M	+$5.64M	2	3.39%	Increased
567	Quantinno Capital Management New York	$44.8M	+$8.45M	17	0.81%	Increased
568	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$44.4M	-$638K	4	1.8%	Reduced
569	F.L. Putnam Investment Management Lynnfield, Massachusetts	$44.3M	+$4.46M	8	0.83%	Increased
570	NIP Nicholas Investment Partners Rancho Santa Fe, California	$44.2M	-$5.73M	4	4.59%	Reduced
571	Jump Financial Chicago, Illinois	$44.2M	-$1.25M	16	0.88%	Reduced
572	Reinhart Partners Mequon, Wisconsin	$44.1M	-$17.6M	1	1.83%	Reduced
573	Tocqueville Asset Management New York	$44.1M	+$157K	6	0.73%	Increased
574	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$44M	+$1.37M	8	3.93%	Increased
575	Quilter Plc London, United Kingdom	$43.8M	+$8.01M	1	0.98%	Increased