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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	Amalgamated Bank New York	$110M	+$8.78M	22	0.85%	Increased
302	LPU Lansdowne Partners (UK) London, United Kingdom	$109M	-$38.1M	1	9.04%	Reduced
303	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$109M	-$23M	22	0.17%	Reduced
304	Arizona State Retirement System Phoenix, Arizona	$109M	-$1.93M	22	0.88%	Reduced
305	Cerity Partners New York	$109M	+$1.31M	11	1.69%	Increased
306	Sachem Head Capital Management New York	$109M	-$40.8M	1	2.77%	Reduced
307	M&T Bank Buffalo, New York	$108M	+$4.2M	13	0.48%	Increased
308	Man Group London, United Kingdom	$108M	-$54.5M	14	0.37%	Reduced
309	Capital Advisors Inc Tulsa, Oklahoma	$107M	-$6.53M	3	2.93%	Reduced
310	Johnson Investment Counsel Cincinnati, Ohio	$106M	+$1.25M	9	1.32%	Increased
311	USS Investment Management London, United Kingdom	$103M	-$13M	8	0.84%	Reduced
312	IAM Iridian Asset Management Westport, Connecticut	$103M	-$3.97M	3	7.15%	Reduced
313	Avalon Investment & Advisory Houston, Texas	$103M	+$4.68M	5	2.48%	Increased
314	Loomis, Sayles & Company Boston, Massachusetts	$102M	-$40M	10	0.14%	Reduced
315	MCI McDonald Capital Investors Orinda, California	$101M	+$2.78K	1	7.2%	Increased
316	HS Hazelview Securities Toronto, Ontario, Canada	$98.9M	-$28.5M	2	12.81%	Reduced
317	MFWM Motley Fool Wealth Management Alexandria, Virginia	$98.6M	+$22.5M	2	4.71%	Increased
318	Davis Selected Advisers Tucson, Arizona	$98.4M	-$6.04M	4	0.5%	Reduced
319	United Capital Financial Advisors Irving, Texas	$98.4M	-$906K	8	0.48%	Reduced
320	Polar Capital Holdings London, United Kingdom	$96.4M	+$31.1M	5	0.43%	Increased
321	Wedge Capital Management Charlotte, North Carolina	$95.6M	-$1.01M	4	1.29%	Reduced
322	Commonwealth Equity Services Waltham, Massachusetts	$95.5M	-$2.97M	20	0.22%	Reduced
323	Tower Research Capital (TRC) New York	$94.2M	+$41M	37	0.9%	Increased
324	State of Michigan Retirement System Lansing, Michigan	$93.8M	-$2.69M	9	0.54%	Reduced
325	Yousif Capital Management Bloomfield Hills, Michigan	$93.3M	-$3.97M	18	1.01%	Reduced