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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	Janney Montgomery Scott Philadelphia, Pennsylvania	$45M	-$1.82M	11	0.45%	Reduced
352	FAS Formuepleje A/S Aarhus C, Denmark	$44.8M	-$6.88M	1	5.27%	Reduced
353	State of Michigan Retirement System Lansing, Michigan	$44.2M	-$4.18M	9	0.36%	Reduced
354	GGHC Gilder Gagnon Howe & Co New York	$43M	+$2.48M	3	0.53%	Increased
355	Copeland Capital Management Conshohocken, Pennsylvania	$42.4M	+$388K	3	2.72%	Increased
356	CIBC World Markets New York	$42.1M	+$8.42M	6	0.45%	Increased
357	Fjarde Ap-fonden Stockholm, Sweden	$42M	+$78.3K	8	0.64%	Increased
358	EP Elkfork Partners Portland, Oregon	$42M	-$4.77M	11	1.13%	Reduced
359	RC Rivulet Capital Summit, New Jersey	$41.8M	+$42.1M	1	4.76%	New
360	Suntrust Banks Atlanta, Georgia	$41.8M	+$3.22M	10	0.23%	Increased
361	JCI Jet Capital Investors New York	$41.7M	-$27.4M	1	2.39%	Reduced
362	Mutual of America Capital Management New York	$41.4M	+$569K	11	0.64%	Increased
363	Chilton Capital Management Houston, Texas	$41.4M	+$2.95M	2	3.75%	Increased
364	Xact Kapitalforvaltning Stockholm, Sweden	$41.4M	-$579K	15	0.94%	Reduced
365	Rockefeller Capital Management New York	$41.1M	+$40.5M	5	0.68%	New
366	William Blair & Company Chicago, Illinois	$40.7M	-$8.69M	10	0.29%	Reduced
367	NPIC Neumeier Poma Investment Counsel Carmel, California	$40.4M	+$385K	1	4.17%	Increased
368	SIM Sadoff Investment Management Milwaukee, Wisconsin	$40.3M	+$305K	1	3.39%	Increased
369	CIP Champlain Investment Partners Burlington, Vermont	$39.2M	-$13.4M	1	0.42%	Reduced
370	MSL Mackay Shields LLC New York	$38.1M	+$38.8M	8	0.24%	New
371	Advisors Asset Management Monument, Colorado	$38.1M	+$1.84M	15	0.64%	Increased
372	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$37.9M	+$7.26M	9	0.56%	Increased
373	ABC Anchor Bolt Capital Chicago, Illinois	$37.8M	+$38.8M	1	1.53%	New
374	HBK Investments Dallas, Texas	$37.8M	+$35.1M	9	0.26%	Increased
375	SCCM Schafer Cullen Capital Management New York	$37.4M	-$3.35M	2	0.45%	Reduced