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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
201	SC Stralem & Co New York	$106M	-$10.2M	1	3.6%	Reduced
202	VVP Vulcan Value Partners Birmingham, Alabama	$105M	-$30.6M	1	1.55%	Reduced
203	Comerica Bank Dallas, Texas	$104M	-$2.24M	15	0.88%	Reduced
204	Madison Investment Holdings Madison, Wisconsin	$104M	+$1.41M	1	2.13%	Increased
205	PHAM Pacific Heights Asset Management San Francisco, California	$102M	$0	2	3.72%	Maintained
206	MTB Mizuho Trust & Banking Tokyo, Japan	$102M	-$2.46M	7	0.36%	Reduced
207	CM CS McKee Pittsburgh, Pennsylvania	$101M	-$2.87M	1	2.15%	Reduced
208	ACM Atlanta Capital Management Atlanta, Georgia	$101M	-$3.21M	2	0.69%	Reduced
209	RIM Rainier Investment Management Seattle, Washington	$100M	-$63.4M	2	1.55%	Reduced
210	Pictet Asset Management (UK) London, United Kingdom	$100M	+$25.7M	6	0.48%	Increased
211	Aberdeen Asset Management Aberdeen, United Kingdom	$99.5M	+$41.1M	6	0.21%	Increased
212	Putnam Investments Boston, Massachusetts	$99.3M	+$29.1M	7	0.21%	Increased
213	Thrivent Financial for Lutherans Minneapolis, Minnesota	$96.4M	+$15.4M	12	0.54%	Increased
214	Douglas C. Lane & Associates New York	$95.7M	+$6.03M	4	2.89%	Increased
215	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$94.5M	+$6.83M	11	0.33%	Increased
216	Guardian Capital (Canada) Toronto, Ontario, Canada	$94M	-$1.52M	2	1.36%	Reduced
217	IC Inverness Counsel New York	$92.9M	-$6.41M	1	7.25%	Reduced
218	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$92.4M	-$105M	8	1.24%	Reduced
219	OCM Osterweis Capital Management San Francisco, California	$91.9M	+$1.26M	1	2.63%	Increased
220	IIM Ivory Investment Management New York	$88.8M	+$76.6M	1	2.53%	Increased
221	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$86.4M	-$1.93M	1	2.11%	Reduced
222	Hardman Johnston Global Advisors Stamford, Connecticut	$86.2M	+$134K	1	4.6%	Increased
223	Factory Mutual Insurance Waltham, Massachusetts	$85.9M	-$11.2M	2	1.17%	Reduced
224	GA Geneva Advisors Chicago, Illinois	$85.6M	+$3.67M	5	1.56%	Increased
225	Disciplined Growth Investors Minneapolis, Minnesota	$85.5M	-$11.4M	1	2.23%	Reduced