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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	Addenda Capital Montreal, Quebec, Canada	$43.7M	-$2.2M	1	3.49%	Reduced
327	QIM Quantitative Investment Management Charlottesville, Virginia	$42.7M	+$7.12M	10	1.07%	Increased
328	AC Ascend Capital Orinda, California	$42.3M	+$40.9M	2	2.11%	New
329	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$42.1M	+$17.6M	1	1.69%	Increased
330	State of Michigan Retirement System Lansing, Michigan	$41.9M	-$2.15M	8	0.33%	Reduced
331	Susquehanna International Group Bala Cynwyd, Pennsylvania	$41.3M	+$23.3M	17	0.02%	Increased
332	FAS Formuepleje A/S Aarhus C, Denmark	$40.7M	+$987K	1	5.35%	Increased
333	DIA Denver Investment Advisors Denver, Colorado	$39.9M	+$25.3M	4	1.68%	Increased
334	Janney Montgomery Scott Philadelphia, Pennsylvania	$39.7M	+$4.06M	10	0.6%	Increased
335	Arizona State Retirement System Phoenix, Arizona	$39.4M	+$417K	12	0.58%	Increased
336	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$39.4M	+$2.15M	1	7.18%	Increased
337	Envestnet Asset Management Chicago, Illinois	$39M	+$1.43M	18	0.14%	Increased
338	William Blair & Company Chicago, Illinois	$38.5M	-$2.12M	6	0.34%	Reduced
339	FP Foundry Partners Minneapolis, Minnesota	$38.2M	+$7.04M	5	1.65%	Increased
340	LBIM Land & Buildings Investment Management Stamford, Connecticut	$38.2M	-$33.4M	2	9.37%	Reduced
341	SG Americas Securities New York	$38M	+$13.9M	16	0.32%	Increased
342	Tocqueville Asset Management New York	$37.8M	-$6.29M	3	0.48%	Reduced
343	Columbia Wanger Asset Management Chicago, Illinois	$36.9M	-$4.9M	1	0.52%	Reduced
344	Dana Investment Advisors Waukesha, Wisconsin	$36.9M	-$1.65M	4	1.74%	Reduced
345	Nisa Investment Advisors St. Louis, Missouri	$36.7M	+$326K	13	0.45%	Increased
346	SIM Sadoff Investment Management Milwaukee, Wisconsin	$36.4M	+$179K	1	3.74%	Increased
347	CIM Calvert Investment Management Bethesda, Maryland	$35.7M	+$3.29M	5	1.34%	Increased
348	HI Honeywell International Charlotte, North Carolina	$35.5M	-$1.66M	6	1.19%	Reduced
349	Prudential plc London, England, United Kingdom	$35.1M	+$2.94M	2	0.12%	Increased
350	Martingale Asset Management Boston, Massachusetts	$35M	-$12.6M	4	0.49%	Reduced