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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
651	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$87.4M	+$10.3M	20	2.5%	Increased
652	BlueCrest Capital Management St Helier, Jersey	$87.3M	+$80M	5	2.88%	New
653	Illinois Municipal Retirement Fund Oak Brook, Illinois	$87.1M	+$9.23M	12	0.98%	Increased
654	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$87M	+$565K	1	2.83%	Increased
655	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$86.7M	-$28.9M	1	2.72%	Reduced
656	Empyrean Capital Partners Los Angeles, California	$86.4M	+$84.5M	2	2.85%	Increased
657	SI Sora Investors Bryn Mawr, Pennsylvania	$86.1M	-$33.9M	3	6.6%	Reduced
658	ORIO Old Republic International (ORI) Chicago, Illinois	$85.9M	$0	1	3.22%	Maintained
659	Castleark Management Chicago, Illinois	$85.9M	-$5.96M	12	2.32%	Reduced
660	Chilton Investment Company Stamford, Connecticut	$85.1M	+$17.5M	8	2.04%	Increased
661	1SP 140 Summer Partners New York	$84.9M	+$75.1M	2	6.06%	New
662	DLP De Lisle Partners Poole, United Kingdom	$84.8M	+$10.2M	4	9.25%	Increased
663	Badgley Phelps Wealth Managers Seattle, Washington	$84.5M	+$2.34M	6	1.48%	Increased
664	Border to Coast Pensions Partnership Leeds, United Kingdom	$84M	-$19.8M	3	1.24%	Reduced
665	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$83.9M	-$19.7M	3	19.42%	Reduced
666	Nippon Life Global Investors Americas New York	$83.8M	+$34.3M	4	3.33%	Increased
667	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$83.5M	-$563K	2	4.02%	Reduced
668	Kornitzer Capital Management Shawnee Mission, Kansas	$83.4M	-$8M	15	1.74%	Reduced
669	ACM Argent Capital Management St Louis, Missouri	$83.3M	-$22M	6	2.63%	Reduced
670	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$82.8M	-$598K	1	5.95%	Reduced
671	Atria Investments Charlotte, North Carolina	$82.8M	-$4.21M	27	0.83%	Reduced
672	Wolverine Asset Management Chicago, Illinois	$82.7M	-$27M	16	0.73%	Reduced
673	GIM Generate Investment Management Auckland, New Zealand	$82.6M	+$24.2M	4	3.4%	Increased
674	ET Entropy Technologies New York	$82.5M	+$34.5M	22	3.28%	Increased
675	Advisors Capital Management Ridgewood, New Jersey	$82.4M	+$1.24M	13	0.87%	Increased