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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	CC Carlson Capital Dallas, Texas	$52.1M	+$39.6M	2	0.79%	Increased
327	Fort Washington Investment Advisors Cincinnati, Ohio	$51.7M	-$13.7M	9	0.54%	Reduced
328	Gabelli Funds Rye, New York	$51.7M	-$727K	8	0.31%	Reduced
329	Addenda Capital Montreal, Quebec, Canada	$51.6M	-$699K	1	3.88%	Reduced
330	MetLife Investment Management Whippany, New Jersey	$51M	-$897K	15	0.6%	Reduced
331	Acadian Asset Management Boston, Massachusetts	$50.9M	-$19.1M	4	0.22%	Reduced
332	Nisa Investment Advisors St. Louis, Missouri	$50.4M	+$1.5M	12	0.53%	Increased
333	CC Cannell & Co New York	$50.3M	-$51.8M	2	1.89%	Reduced
334	Virginia Retirement Systems Richmond, Virginia	$50M	+$7.08M	7	0.6%	Increased
335	SFM Systematic Financial Management Teaneck, New Jersey	$49.6M	-$4.49M	5	1.1%	Reduced
336	Squarepoint New York	$49.1M	+$5.39M	15	0.78%	Increased
337	Martingale Asset Management Boston, Massachusetts	$49M	+$4.57M	7	0.63%	Increased
338	Gateway Investment Advisers Cincinnati, Ohio	$48.8M	-$2.32M	6	0.43%	Reduced
339	FI Fosun International Hong Kong, China	$48.5M	+$27.6M	1	3.05%	Increased
340	Bridgeway Capital Management Houston, Texas	$48.3M	+$7.06M	6	0.52%	Increased
341	MC MIG Capital Newport Beach, California	$48M	-$3.31M	1	7.32%	Reduced
342	QS Investors New York	$47.8M	+$5.28M	16	0.49%	Increased
343	United Capital Financial Advisors Irving, Texas	$47.3M	-$2.85M	9	0.36%	Reduced
344	SF Schooner Foundation Boston, Massachusetts	$47.2M	$0	1	96.4%	Maintained
345	SAM Scopus Asset Management New York	$46.9M	+$16.8M	2	0.43%	Increased
346	Creative Planning Overland Park, Kansas	$46.8M	+$938K	15	0.19%	Increased
347	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$46.5M	-$167K	1	8.02%	Reduced
348	HI Honeywell International Charlotte, North Carolina	$46.1M	-$4.45M	7	2.69%	Reduced
349	Element Capital Management New York	$45.4M	+$44.7M	5	1.06%	Increased
350	Andra AP-fonden Goteborg, Sweden	$45.3M	+$17.9M	9	1.18%	Increased