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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	State of Michigan Retirement System Lansing, Michigan	$73M	-$77.3K	9	0.54%	Reduced
327	SFM Systematic Financial Management Teaneck, New Jersey	$72.8M	-$4.26M	4	2.66%	Reduced
328	Commonwealth Equity Services Waltham, Massachusetts	$72.7M	+$1.58M	22	0.19%	Increased
329	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$72.3M	+$199K	22	0.13%	Increased
330	Rafferty Asset Management New York	$71.9M	+$2.31M	8	0.77%	Increased
331	MCI McDonald Capital Investors Orinda, California	$71.9M	-$1.1M	1	6.39%	Reduced
332	Eventide Asset Management Boston, Massachusetts	$71.8M	-$4.05M	3	1.41%	Reduced
333	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$71.2M	+$9.19M	1	3.39%	Increased
334	Glenmede Trust Philadelphia, Pennsylvania	$70.8M	-$16.5M	14	0.45%	Reduced
335	Jupiter Asset Management London, United Kingdom	$70.2M	+$3.67M	4	1.08%	Increased
336	Krane Funds Advisors New York	$70M	-$8.32M	2	3.63%	Reduced
337	VI Versor Investments New York	$69.9M	-$34.6M	7	4.16%	Reduced
338	Walleye Capital New York	$69.6M	+$21.9M	10	1.33%	Increased
339	Quadrature Capital London, United Kingdom	$69.4M	+$47.1M	8	2.24%	Increased
340	CC Cannell & Co New York	$68.9M	+$19.4M	2	2.64%	Increased
341	Nishkama Capital LLC Dorado, Puerto Rico	$68.9M	+$10M	2	30.71%	Increased
342	T. Rowe Price Investment Management Baltimore, Maryland	$67.2M	+$101M	2	0.05%	New
343	Geneva Capital Management Milwaukee, Wisconsin	$67.1M	+$2.12M	2	1.55%	Increased
344	Yousif Capital Management Bloomfield Hills, Michigan	$67.1M	-$965K	17	0.95%	Reduced
345	Huntington National Bank Columbus, Ohio	$66.2M	-$15.2M	26	0.75%	Reduced
346	Creative Planning Overland Park, Kansas	$64.7M	+$2.41M	24	0.11%	Increased
347	Susquehanna International Group Bala Cynwyd, Pennsylvania	$64.4M	-$32.7M	38	0.02%	Reduced
348	Douglas Lane & Associates New York	$64.2M	-$1.78M	3	1.19%	Reduced
349	Boston Financial Management Boston, Massachusetts	$63.7M	-$223K	6	2.77%	Reduced
350	PGH Partners Group Holding Baar-Zug, Switzerland	$62.9M	+$4.77M	3	4.44%	Increased