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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$82.3M	+$2.96M	5	2.63%	Increased
327	Two Sigma Investments New York	$82.1M	-$58.2M	13	0.21%	Reduced
328	SAM Scopus Asset Management New York	$81.9M	-$29.3M	4	1.03%	Reduced
329	SCM Spyglass Capital Management San Francisco, California	$81.6M	+$16.9M	1	2.15%	Increased
330	Barings Charlotte, North Carolina	$80.9M	+$12.1M	6	2%	Increased
331	Fjarde Ap-fonden Stockholm, Sweden	$80.6M	-$906K	7	0.74%	Reduced
332	Capital International Inc Los Angeles, California	$80.2M	-$6.3M	3	0.75%	Reduced
333	Temasek Holdings Singapore	$80.1M	-$6.87M	1	0.31%	Reduced
334	SG Americas Securities New York	$79.9M	+$15.1M	24	0.42%	Increased
335	Johnson Investment Counsel Cincinnati, Ohio	$79.7M	+$53.9M	7	1.2%	Increased
336	State of Michigan Retirement System Lansing, Michigan	$79.1M	-$1.65M	10	0.5%	Reduced
337	Boston Financial Management Boston, Massachusetts	$79.1M	+$4.88M	4	3.48%	Increased
338	Gulf International Bank (UK) London, United Kingdom	$78.3M	-$4.91M	10	1.08%	Reduced
339	Frontier Capital Management Boston, Massachusetts	$78.2M	-$9.9M	4	0.59%	Reduced
340	United Capital Financial Advisors Irving, Texas	$77.4M	+$2.68M	9	0.43%	Increased
341	LPAM Legion Partners Asset Management Los Angeles, California	$77.2M	+$909K	1	15.47%	Increased
342	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$77.2M	+$22.4M	10	0.51%	Increased
343	Hudson Bay Capital Management Stamford, Connecticut	$77.2M	-$648K	9	0.95%	Reduced
344	Segall Bryant & Hamill Chicago, Illinois	$77.1M	-$11.9M	10	0.76%	Reduced
345	ACB Aristotle Capital Boston Boston, Massachusetts	$76.9M	-$10.8M	1	1.71%	Reduced
346	TAM Third Avenue Management New York	$76.8M	-$9.83M	4	10.16%	Reduced
347	Horizon Kinetics Asset Management New York	$76.3M	+$2.12M	2	1.73%	Increased
348	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$75.8M	+$54.5M	3	1.47%	Increased
349	Commonwealth Equity Services Waltham, Massachusetts	$75.6M	-$2.22M	16	0.21%	Reduced
350	HRT Financial New York	$75.5M	+$31.5M	12	0.76%	Increased