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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	Addenda Capital Montreal, Quebec, Canada	$69.3M	+$3.77M	1	5.89%	Increased
302	Regions Financial Corp Birmingham, Alabama	$69.2M	-$402K	7	0.92%	Reduced
303	Williams Jones Wealth Management New York	$69M	-$3.1M	4	1.8%	Reduced
304	MetLife Investment Management Whippany, New Jersey	$68.3M	+$2.33M	17	0.93%	Increased
305	Montrusco Bolton Investments Montreal, Quebec, Canada	$68M	-$9.38M	2	5.36%	Reduced
306	Ferguson Wellman Capital Management Portland, Oregon	$67.9M	+$1.17M	4	2.55%	Increased
307	MSL Mackay Shields LLC New York	$66.9M	+$12.9M	13	0.62%	Increased
308	ArrowMark Colorado Holdings Denver, Colorado	$66.6M	-$31.3M	6	0.88%	Reduced
309	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$66.1M	+$12.3M	15	0.93%	Increased
310	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$65.6M	+$7.78M	1	4.34%	Increased
311	Mairs & Power Inc St Paul, Minnesota	$65.6M	+$11.9M	1	0.96%	Increased
312	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$65.5M	+$21.8M	1	3.33%	Increased
313	Jacobs Levy Equity Management Florham Park, New Jersey	$65.5M	+$599K	6	0.84%	Increased
314	DCM Dupont Capital Management Wilmington, Delaware	$65.2M	+$9.74M	15	1.55%	Increased
315	Osaic Holdings Scottsdale, Arizona	$64.1M	+$107M	32	0.26%	New
316	Intact Investment Management Montreal, Quebec, Canada	$64M	-$19.1M	4	2.79%	Reduced
317	William Blair & Company Chicago, Illinois	$63.5M	+$6.25M	11	0.4%	Increased
318	Royce & Associates New York	$63.3M	+$9.95M	11	0.86%	Increased
319	Sands Capital Management Arlington, Virginia	$63.2M	+$181K	1	0.21%	Increased
320	EdgePoint Investment Group Toronto, Ontario, Canada	$62.8M	-$8.73M	1	0.89%	Reduced
321	SG Americas Securities New York	$62.8M	+$22.8M	18	0.59%	Increased
322	Achmea Investment Management Zeist, Netherlands	$62.6M	+$61.5M	7	2.87%	Increased
323	Chilton Capital Management Houston, Texas	$62.3M	+$21.4M	3	6.25%	Increased
324	Robeco Schweiz Zurich, Switzerland	$62.3M	+$29.4M	2	2.67%	Increased
325	MCI McDonald Capital Investors Orinda, California	$62.1M	+$3.8M	1	6.05%	Increased