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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	GGHC Gilder Gagnon Howe & Co New York	$48.6M	+$2.93M	2	0.65%	Increased
352	Polar Capital London, United Kingdom	$48.5M	+$48.3M	1	0.5%	New
353	EP Elkfork Partners Portland, Oregon	$47.9M	+$1.84M	11	1.3%	Increased
354	Janney Montgomery Scott Philadelphia, Pennsylvania	$47.4M	+$4.61M	11	0.49%	Increased
355	Creative Planning Overland Park, Kansas	$47M	-$1.04M	16	0.2%	Reduced
356	South Texas Money Management San Antonio, Texas	$46.3M	-$704K	2	2.15%	Reduced
357	Martingale Asset Management Boston, Massachusetts	$45.6M	+$8.01M	6	0.6%	Increased
358	Mutual of America Capital Management New York	$45.4M	+$50.9K	11	0.69%	Increased
359	Fjarde Ap-fonden Stockholm, Sweden	$45M	+$5.83M	8	0.68%	Increased
360	Virginia Retirement Systems Richmond, Virginia	$44.7M	-$7.34M	6	0.53%	Reduced
361	Copeland Capital Management Conshohocken, Pennsylvania	$44.6M	+$6.17M	4	2.82%	Increased
362	Squarepoint New York	$44.5M	+$14.2M	12	0.78%	Increased
363	Xact Kapitalforvaltning Stockholm, Sweden	$44.1M	+$4.4M	14	1.06%	Increased
364	QS Investors New York	$44.1M	+$1.1M	16	0.42%	Increased
365	SIM Sadoff Investment Management Milwaukee, Wisconsin	$44M	-$1.45M	1	3.6%	Reduced
366	Bridgeway Capital Management Houston, Texas	$43.5M	+$25.3M	6	0.47%	Increased
367	SCCM Schafer Cullen Capital Management New York	$43.4M	+$286K	2	0.51%	Increased
368	Chilton Capital Management Houston, Texas	$43.2M	+$9.57M	2	3.94%	Increased
369	Rockefeller Financial Services New York	$42.9M	+$4.72M	5	0.68%	Increased
370	NPIC Neumeier Poma Investment Counsel Carmel, California	$42.4M	-$1.37M	1	4.25%	Reduced
371	Weiss Multi-Strategy Advisers New York	$42.1M	+$19.1M	5	1.08%	Increased
372	GHCM Glen Harbor Capital Management San Diego, California	$41.8M	+$1.17M	14	0.95%	Increased
373	MCI McDonald Capital Investors Orinda, California	$41M	-$9.52K	1	3.27%	Reduced
374	TCM Twin Capital Management Mcmurray, Pennsylvania	$40.9M	-$1.28M	4	2.01%	Reduced
375	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$40.6M	+$22.5M	6	0.24%	Increased