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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
351	KBC Group Brussels, Belgium	$38.4M	+$9.84M	13	0.46%	Increased
352	SM Senvest Management New York	$38.3M	+$1.77M	1	2.73%	Increased
353	PS Presima Securities Montreal, Quebec, Canada	$38.3M	-$16.4K	1	7.3%	Reduced
354	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$38.1M	+$40.8M	1	7.95%	New
355	DL Delta Lloyd Amsterdam, Netherlands	$37.9M	+$3.04M	7	1.12%	Increased
356	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$37.7M	+$212K	1	6.67%	Increased
357	GC GW Capital Bellevue, Washington	$37.4M	+$1.92M	1	1.72%	Increased
358	Arizona State Retirement System Phoenix, Arizona	$37.2M	+$127K	10	0.44%	Increased
359	ICAP Independence Capital Asset Partners Denver, Colorado	$36.8M	+$8.39M	3	5.08%	Increased
360	NSCM New South Capital Management Memphis, Tennessee	$36.7M	+$2.18M	1	1.11%	Increased
361	CA Claar Advisors New York	$35.5M	-$5.57M	2	13.32%	Reduced
362	Commerzbank Aktiengesellschaft Frankfurt, Germany	$35.3M	-$6.27M	9	0.22%	Reduced
363	Saturna Capital Bellingham, Washington	$34.6M	+$21.5K	4	0.91%	Increased
364	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.6M	+$1.73M	1	1.99%	Increased
365	SCM SG Capital Management Chicago, Illinois	$34.5M	+$27.7M	2	9.02%	Increased
366	Numeric Investors Boston, Massachusetts	$34.1M	-$16.7M	4	0.44%	Reduced
367	CAM Cortina Asset Management Milwaukee, Wisconsin	$33.8M	+$2.33M	4	1.49%	Increased
368	Obermeyer Wealth Partners Aspen, Colorado	$33.6M	+$14.8M	3	3.04%	Increased
369	STB S&T Bank Indiana, Pennsylvania	$33.5M	+$590K	2	4.86%	Increased
370	SFM Systematic Financial Management Teaneck, New Jersey	$33.5M	-$3.11M	3	0.25%	Reduced
371	Advisors Asset Management Monument, Colorado	$33.4M	-$422K	10	0.45%	Reduced
372	Hillhouse Investment Management Grand Cayman, Cayman Islands	$32.9M	+$5.53M	1	0.75%	Increased
373	FAM Foxhaven Asset Management Charlottesville, Virginia	$32.9M	+$20.6M	1	6.24%	Increased
374	RIM Rainier Investment Management Seattle, Washington	$32.8M	-$19.4M	1	0.59%	Reduced
375	Capital International Sarl Los Angeles, California	$32.8M	-$4.83M	2	2.03%	Reduced