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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$153M	+$24.3M	9	0.88%	Increased
302	IFM Investors Melbourne, Australia	$152M	+$191K	9	1.46%	Increased
303	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$152M	+$49.7M	12	0.7%	Increased
304	Cerity Partners New York	$152M	+$20.2M	23	0.34%	Increased
305	Tidal Investments Milwaukee, Wisconsin	$151M	+$3.27M	23	1.59%	Increased
306	State of Michigan Retirement System Lansing, Michigan	$149M	-$1.84M	11	0.74%	Reduced
307	Congress Wealth Management Boston, Massachusetts	$148M	-$6.67M	14	1.98%	Reduced
308	Comerica Bank Dallas, Texas	$148M	+$7.03M	15	0.59%	Increased
309	IP Interval Partners New York	$146M	-$72.9M	3	3.28%	Reduced
310	Kodai Capital Management Chicago, Illinois	$146M	-$49.6M	3	3.03%	Reduced
311	BC BIT Capital Berlin, Germany	$144M	+$71.2M	6	13.41%	Increased
312	Assenagon Asset Management Senningerberg, Luxembourg	$144M	-$162M	16	0.26%	Reduced
313	Natixis Paris, France	$143M	+$97.3M	10	0.81%	Increased
314	Whittier Trust South Pasadena, California	$143M	+$3.05M	14	1.91%	Increased
315	Tudor Investment Corp Stamford, Connecticut	$142M	-$66.7M	19	0.52%	Reduced
316	HRT Financial New York	$142M	+$16.6M	23	0.71%	Increased
317	British Columbia Investment Management Victoria, British Columbia, Canada	$141M	-$12.1M	10	0.85%	Reduced
318	TAM Thematics Asset Management Paris, France	$141M	+$21.6M	4	5.56%	Increased
319	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$140M	+$2.39M	9	1.27%	Increased
320	Osaic Holdings Scottsdale, Arizona	$140M	+$291K	39	0.31%	Increased
321	Fenimore Asset Management Cobleskill, New York	$139M	-$102K	1	2.8%	Reduced
322	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$139M	+$7.31M	10	1.49%	Increased
323	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$139M	-$1.49M	2	5.71%	Reduced
324	Johnson Investment Counsel Cincinnati, Ohio	$137M	+$39.2M	12	1.35%	Increased
325	Heard Capital LLC Chicago, Illinois	$137M	-$6.15M	2	7.66%	Reduced