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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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$66M +$926K 9 0.43% Increased
327
KeyBank National Association
KeyBank National Association
Ohio
$64.9M -$2.3M 9 0.35% Reduced
328
CAM
Cidel Asset Management
Ontario, Canada
$64.7M +$25.7M 1 2.68% Increased
329
Rockefeller Capital Management
Rockefeller Capital Management
New York
$63.8M +$3.45M 16 0.8% Increased
330
Private Management Group
Private Management Group
California
$63.6M -$4.59M 3 3.14% Reduced
331
Martingale Asset Management
Martingale Asset Management
Massachusetts
$63.1M -$982K 7 0.65% Reduced
332
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$62.9M +$15.3M 7 0.4% Increased
333
KM
Kylin Management
New York
$61.4M -$14.7M 1 16.45% Reduced
334
Saturna Capital
Saturna Capital
Washington
$61.3M $0 3 1.66% Maintained
335
Boston Financial Management
Boston Financial Management
Massachusetts
$61.1M +$905K 3 3.35% Increased
336
M&T Bank
M&T Bank
New York
$61M +$1.02M 15 0.29% Increased
337
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$60.9M -$31.8M 3 1.28% Reduced
338
SJIC
St. James Investment Company
Texas
$60.7M -$3.19M 1 5.37% Reduced
339
QS Investors
QS Investors
New York
$60.4M +$10.5M 15 0.6% Increased
340
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$60.4M +$27.5M 3 5.34% Increased
341
MSL
Mackay Shields LLC
New York
$60.2M -$24.1M 11 0.41% Reduced
342
William Blair & Company
William Blair & Company
Illinois
$60.1M +$2.52M 11 0.31% Increased
343
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$59.9M +$2.63M 13 0.37% Increased
344
Winton Group
Winton Group
United Kingdom
$59.7M -$20.3M 12 0.84% Reduced
345
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$59M +$1.67M 17 1% Increased
346
Sands Capital Management
Sands Capital Management
Virginia
$58.9M +$14.8M 1 0.17% Increased
347
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$58.8M -$17.5M 7 1.04% Reduced
348
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$58.7M +$4.31M 4 2.57% Increased
349
Mutual of America Capital Management
Mutual of America Capital Management
New York
$58.7M -$2.15M 12 0.75% Reduced
350
AssetMark Inc
AssetMark Inc
California
$58.3M +$3.31M 11 0.44% Increased
12 13
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