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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
301	Los Angeles Capital Management Los Angeles, California	$55.9M	-$15M	12	0.41%	Reduced
302	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$55.8M	-$12.2M	9	0.94%	Reduced
303	ALPS Advisors Denver, Colorado	$55.7M	-$25.6M	7	0.38%	Reduced
304	PIMC Praesidium Investment Management Company New York	$55.6M	-$35.2M	1	4.53%	Reduced
305	Gulf International Bank (UK) London, United Kingdom	$55.5M	+$4.29M	9	0.81%	Increased
306	Manning & Napier Advisors Fairport, New York	$52.7M	+$79.3K	6	0.41%	Increased
307	Conestoga Capital Advisors Wayne, Pennsylvania	$52.7M	+$211K	1	3.19%	Increased
308	IP Interval Partners New York	$52.1M	+$44.1M	1	2.53%	Increased
309	TPSF Texas Permanent School Fund Austin, Texas	$51.3M	+$2.33M	13	0.67%	Increased
310	MCM McKinley Capital Management Anchorage, Alaska	$51.1M	+$20.2M	6	1.88%	Increased
311	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$50.5M	-$6.07M	1	2.89%	Reduced
312	LM Luminus Management Houston, Texas	$48.9M	-$19.8M	2	1.26%	Reduced
313	QIM Quantitative Investment Management Charlottesville, Virginia	$48.9M	+$2.69M	8	0.74%	Increased
314	United Capital Financial Advisors Irving, Texas	$48.8M	-$411K	8	0.45%	Reduced
315	CA Cortland Advisers Wilmington, Delaware	$48.6M	+$47.7M	1	2.3%	New
316	Addenda Capital Montreal, Quebec, Canada	$48M	-$355	1	3.7%	Reduced
317	Two Sigma Investments New York	$47.9M	-$66.4M	6	0.16%	Reduced
318	KeyBank National Association Cleveland, Ohio	$47.3M	-$673K	11	0.28%	Reduced
319	State of Michigan Retirement System Lansing, Michigan	$47.2M	+$2.43M	9	0.37%	Increased
320	ESCM Echo Street Capital Management New York	$46.8M	+$18.8M	1	1.58%	Increased
321	Calamos Advisors Naperville, Illinois	$46.4M	-$5.7M	4	0.37%	Reduced
322	Envestnet Asset Management Chicago, Illinois	$46.1M	+$3.61M	18	0.15%	Increased
323	Gabelli Funds Rye, New York	$46.1M	+$851K	8	0.27%	Increased
324	State of Alaska Department of Revenue Juneau, Alaska	$45.9M	+$12M	11	3.34%	Increased
325	Saturna Capital Bellingham, Washington	$45M	-$276K	2	1.53%	Reduced