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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	Tudor Investment Corp Stamford, Connecticut	$120M	-$23.3M	10	0.76%	Reduced
327	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$119M	+$33.7M	9	1.23%	Increased
328	SAM Scopus Asset Management New York	$118M	+$14.6M	5	2.44%	Increased
329	Whittier Trust South Pasadena, California	$118M	+$7.45M	15	1.71%	Increased
330	EULAV Asset Management Sarasota, Florida	$116M	+$11.7M	4	3.2%	Increased
331	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$115M	-$7.39M	13	2.69%	Reduced
332	ING Group Amsterdam, Netherlands	$115M	+$34.5M	9	0.79%	Increased
333	Candriam SCA Strassen, Luxembourg, Luxembourg	$114M	-$11.8M	8	0.73%	Reduced
334	KBC Group Brussels, Belgium	$114M	-$39.2M	20	0.36%	Reduced
335	Zacks Investment Management Chicago, Illinois	$114M	-$10.9M	8	1.21%	Reduced
336	Calamos Advisors Naperville, Illinois	$113M	-$24.3M	13	0.54%	Reduced
337	Close Asset Management London, United Kingdom	$113M	-$105K	1	4.12%	Reduced
338	GW&K Investment Management Boston, Massachusetts	$113M	-$10.5M	10	0.99%	Reduced
339	WorldQuant Millennium Advisors New York	$111M	+$76.2M	4	1.37%	Increased
340	Cerity Partners New York	$111M	+$42.4M	21	0.29%	Increased
341	Glenmede Trust Philadelphia, Pennsylvania	$111M	+$11.9M	15	0.56%	Increased
342	KeyBank National Association Cleveland, Ohio	$111M	-$2.22M	14	0.46%	Reduced
343	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$111M	+$405K	2	4.92%	Increased
344	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$110M	+$6.37M	9	1.37%	Increased
345	Stephens Investment Management Group Houston, Texas	$110M	+$11.7M	1	1.46%	Increased
346	Bowen Hanes & Co Ponte Vedra Beach, Florida	$110M	-$206K	4	3.14%	Reduced
347	ACM Alua Capital Management New York	$110M	+$84.3M	1	4.48%	New
348	Fenimore Asset Management Cobleskill, New York	$109M	+$356K	1	2.31%	Increased
349	Regions Financial Corp Birmingham, Alabama	$109M	-$1.83M	10	0.83%	Reduced
350	Guardian Capital (Canada) Toronto, Ontario, Canada	$107M	+$2.63M	2	3.75%	Increased