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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
626	BDAM Blue Door Asset Management Stamford, Connecticut	$21.7M	-$73.3K	2	26.58%	Reduced
627	Putnam Investments Boston, Massachusetts	$21.7M	-$284M	7	0.04%	Reduced
628	KHCM Kettle Hill Capital Management New York	$21.7M	-$2.38M	2	5.13%	Reduced
629	Norinchukin Bank Tokyo, Japan	$21.7M	+$2.62M	7	0.44%	Increased
630	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.5M	-$2.84M	19	1.02%	Reduced
631	Alpha Cubed Investments Irvine, California	$21.5M	-$1.09M	3	1.68%	Reduced
632	EP Edgestream Partners Princeton, New Jersey	$21.5M	+$3.44M	5	1.66%	Increased
633	AEGON Asset Management (UK) Edinburgh, United Kingdom	$21.3M	-$106K	3	0.43%	Reduced
634	HWC Hill Winds Capital High Falls, New York	$21.2M	+$26.1M	2	9.45%	New
635	Cantor Fitzgerald New York	$21.2M	-$4.75M	5	0.46%	Reduced
636	TCM Tekne Capital Management New York	$21.1M	$0	1	7.08%	Maintained
637	Brandes Investment Partners La Jolla, California	$21.1M	+$1.56M	1	0.55%	Increased
638	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$21M	-$5.08M	1	1.01%	Reduced
639	SOAMC Spirit of America Management Corp Syosset, New York	$20.9M	-$452K	5	4.95%	Reduced
640	Ossiam Paris, France	$20.8M	-$5.52M	7	0.6%	Reduced
641	ArrowMark Colorado Holdings Denver, Colorado	$20.7M	-$13.9K	5	0.25%	Reduced
642	B. Metzler seel. Sohn & Co Frankfurt, Germany	$20.7M	+$1.7M	6	0.38%	Increased
643	DAM Delta Asset Management Memphis, Tennessee	$20.7M	-$120K	1	2.51%	Reduced
644	VHMC Value Holdings Management Company Hampton Bays, New York	$20.7M	$0	1	5.15%	Maintained
645	Stephens Inc Little Rock, Arkansas	$20.6M	+$1.67M	8	0.44%	Increased
646	Junto Capital Management New York	$20.6M	+$732K	1	0.57%	Increased
647	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$20.6M	+$96.5K	1	3.14%	Increased
648	MC Martin Currie Edinburgh, United Kingdom	$20.5M	-$963K	1	0.87%	Reduced
649	Shelton Capital Management Denver, Colorado	$20.5M	-$1.52M	9	0.98%	Reduced
650	Dai-ichi Life Insurance Company Tokyo, Japan	$20.5M	+$1.4M	6	0.5%	Increased