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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
326	Westfield Capital Management Boston, Massachusetts	$44M	+$21.2M	2	0.27%	Increased
327	Manning & Napier Advisors Fairport, New York	$43.6M	-$32.1K	3	0.18%	Reduced
328	Addenda Capital Montreal, Quebec, Canada	$43.4M	+$901K	1	3.82%	Increased
329	Nomura Holdings Tokyo, Japan	$43M	+$295K	14	0.12%	Increased
330	Aperio Group Sausalito, California	$42.9M	+$3.39M	14	0.58%	Increased
331	HA Heartland Advisors Milwaukee, Wisconsin	$42.8M	-$1.04M	2	0.83%	Reduced
332	Capital International Los Angeles, California	$42.6M	-$1.4M	2	2.65%	Reduced
333	SCM Stevens Capital Management Radnor, Pennsylvania	$42.5M	+$27.7M	8	1.28%	Increased
334	MAMU Marathon Asset Management (UK) London, United Kingdom	$42.4M	-$314K	1	1.04%	Reduced
335	BCM Barometer Capital Management Toronto, Ontario, Canada	$42.4M	+$35M	1	3.4%	Increased
336	TPSF Texas Permanent School Fund Austin, Texas	$42.3M	-$3.41M	10	0.48%	Reduced
337	CC Coastland Capital Palo Alto, California	$41.8M	+$7.75M	2	1.44%	Increased
338	Commerzbank Aktiengesellschaft Frankfurt, Germany	$41.7M	+$6.73M	9	0.17%	Increased
339	RRC Red Rocks Capital Denver, Colorado	$41.7M	-$2.96M	1	11.75%	Reduced
340	BOK Financial Tulsa, Oklahoma	$41M	+$32.9M	6	1.37%	Increased
341	HCCM Herring Creek Capital Management Stamford, Connecticut	$40.9M	+$4.06M	2	7.53%	Increased
342	Gateway Investment Advisers Cincinnati, Ohio	$40.7M	-$2.14M	4	0.32%	Reduced
343	ProShare Advisors Bethesda, Maryland	$40.6M	-$1.84M	17	0.54%	Reduced
344	Hamlin Capital Management New York	$40.4M	+$4.56M	1	2.42%	Increased
345	MSA Mason Street Advisors Milwaukee, Wisconsin	$40.2M	+$3.43M	13	0.31%	Increased
346	Eaton Vance Management Boston, Massachusetts	$40.2M	-$89.2M	8	0.12%	Reduced
347	CC Colrain Capital Boston, Massachusetts	$39.9M	+$7.21M	2	2.98%	Increased
348	Highbridge Capital Management New York	$39.4M	+$28.3M	7	0.52%	Increased
349	State of Tennessee, Department of Treasury Nashville, Tennessee	$39M	+$8.37M	10	0.22%	Increased
350	WBC Westpac Banking Corp Sydney, Australia	$38.6M	-$8.73M	8	0.38%	Reduced