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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	Winslow Capital Management Minneapolis, Minnesota	$217M	+$191M	1	0.84%	Increased
327	Janney Montgomery Scott Philadelphia, Pennsylvania	$216M	-$129M	22	0.53%	Reduced
328	Guinness Asset Management London, United Kingdom	$215M	-$12.8M	6	3.71%	Reduced
329	ABN AMRO Bank Amsterdam, Netherlands	$213M	-$9.25M	5	2.3%	Reduced
330	Johnson Investment Counsel Cincinnati, Ohio	$212M	-$4.86M	10	1.71%	Reduced
331	O'Shaughnessy Asset Management Stamford, Connecticut	$212M	+$18.1M	29	1.05%	Increased
332	British Columbia Investment Management Victoria, British Columbia, Canada	$209M	-$67.2M	14	1.23%	Reduced
333	Clal Insurance Tel-Aviv, Israel	$206M	+$53.8M	4	1.24%	Increased
334	Menora Mivtachim Holdings Ramat Gan, Israel	$205M	$0	1	0.97%	Maintained
335	Haverford Trust Company Radnor, Pennsylvania	$204M	-$1.55M	5	1.87%	Reduced
336	TCM Tekne Capital Management New York	$204M	$0	1	86%	Maintained
337	Swiss Life Asset Management Zurich,	$203M	-$3.56M	24	1%	Reduced
338	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$201M	+$825K	6	1.2%	Increased
339	Granahan Investment Management Waltham, Massachusetts	$198M	+$71M	5	9.59%	Increased
340	OMC Oasis Management Company Grand Cayman, Cayman Islands	$198M	+$50.2M	4	11.51%	Increased
341	Cookson Peirce & Co Pittsburgh, Pennsylvania	$196M	+$6.34M	10	8.3%	Increased
342	Boothbay Fund Management New York	$196M	+$58.2M	27	2.54%	Increased
343	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$195M	-$29.2M	38	0.12%	Reduced
344	Ceredex Value Advisors Orlando, Florida	$195M	-$73.4M	8	6.12%	Reduced
345	MML Investors Services Springfield, Massachusetts	$194M	-$21.2M	27	0.54%	Reduced
346	Walleye Capital New York	$193M	+$31.4M	27	0.8%	Increased
347	Evercore Wealth Management New York	$193M	-$27.1M	9	3.03%	Reduced
348	Starboard Value New York	$192M	+$43M	1	4.2%	Increased
349	Czech National Bank Prague, Czech Republic	$192M	+$28.5M	10	1.26%	Increased
350	CIP Champlain Investment Partners Burlington, Vermont	$192M	-$43.1M	3	2.44%	Reduced