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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
176	Markel Group Glen Allen, Virginia	$125M	+$2.02M	1	3.95%	Increased
177	Davenport & Co Richmond, Virginia	$125M	+$4.75M	3	2.33%	Increased
178	Disciplined Growth Investors Minneapolis, Minnesota	$124M	+$516K	1	3.23%	Increased
179	UBS Zurich, Switzerland	$124M	+$8.47M	26	0.12%	Increased
180	PHS PFM Health Sciences San Francisco, California	$123M	-$63.6M	1	2.48%	Reduced
181	SC Stralem & Co New York	$123M	-$18.2M	1	3.69%	Reduced
182	SA SQ Advisors Naples, Florida	$122M	+$11.4M	1	5.8%	Increased
183	VVP Vulcan Value Partners Birmingham, Alabama	$120M	+$6.06M	1	2.51%	Increased
184	MICM Matthews International Capital Management San Francisco, California	$119M	+$6.02M	2	6.01%	Increased
185	Axa Paris, France	$119M	+$27.8M	5	0.53%	Increased
186	Haverford Trust Company Radnor, Pennsylvania	$118M	-$911K	2	3.32%	Reduced
187	Brookfield Corp Toronto, Ontario, Canada	$117M	-$7.16M	1	0.64%	Reduced
188	HCM Hoplite Capital Management New York	$117M	-$43.1M	1	3.29%	Reduced
189	Asset Management One Tokyo, Japan	$114M	-$39.2M	11	1.77%	Reduced
190	River Road Asset Management Louisville, Kentucky	$113M	+$27.2M	2	1.23%	Increased
191	BlackRock Japan Tokyo, Japan	$112M	-$3.06M	9	0.5%	Reduced
192	SSM Sound Shore Management Greenwich, Connecticut	$112M	+$9.67M	1	1.89%	Increased
193	EARNEST Partners Atlanta, Georgia	$112M	+$108M	2	0.9%	New
194	Thornburg Investment Management Santa Fe, New Mexico	$112M	+$16.6M	1	0.43%	Increased
195	First Trust Advisors Wheaton, Illinois	$111M	+$18.3M	15	0.54%	Increased
196	Arrowstreet Capital Boston, Massachusetts	$110M	+$16.1M	7	0.6%	Increased
197	ACM Atlanta Capital Management Atlanta, Georgia	$107M	+$45.4M	3	0.7%	Increased
198	Janus Henderson Group London,	$106M	+$26.7M	7	1.07%	Increased
199	IC Inverness Counsel New York	$106M	-$2.13M	1	8.39%	Reduced
200	Wasatch Advisors Salt Lake City, Utah	$105M	+$47M	2	1.03%	Increased