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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
MC
MIG Capital
California
$48.4M -$9.9M 1 6.87% Reduced
352
JVBC
J.V. Bruni & Co
Colorado
$48.3M -$22.9K 1 8.39% Reduced
353
Cerity Partners
Cerity Partners
New York
$48.2M +$1.46M 6 3.56% Increased
354
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$47.7M +$2.83M 12 0.46% Increased
355
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$47.4M +$12.9M 7 0.86% Increased
356
NPIC
Neumeier Poma Investment Counsel
California
$46.9M +$1.96M 1 4.37% Increased
357
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$46.3M +$1.09M 10 0.37% Increased
358
QS Investors
QS Investors
New York
$45.8M -$2.68M 16 0.45% Reduced
359
IAM
Impax Asset Management
New Hampshire
$45.6M +$6.72M 4 2.7% Increased
360
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$45.2M +$27.4M 15 1.17% Increased
361
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$45.1M -$724K 6 0.46% Reduced
362
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$45.1M +$3.29M 16 0.96% Increased
363
HI
Honeywell International
North Carolina
$44.8M -$1.62M 7 2.7% Reduced
364
Royal London Asset Management
Royal London Asset Management
United Kingdom
$44.8M +$44.9M 5 0.45% New
365
Chilton Capital Management
Chilton Capital Management
Texas
$44.7M +$30.7K 2 3.84% Increased
366
Creative Planning
Creative Planning
Kansas
$44.2M -$3.46M 14 0.17% Reduced
367
FAS
Formuepleje A/S
Denmark
$43.3M +$2.1M 1 4.58% Increased
368
Andra AP-fonden
Andra AP-fonden
Sweden
$43M -$1.4M 9 1.16% Reduced
369
HS
Hazelview Securities
Ontario, Canada
$42.6M +$20.4M 3 9.41% Increased
370
CMG
Cavalry Management Group
California
$42.5M +$17.8M 1 18.01% Increased
371
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$42.4M -$26K 1 1.21% Reduced
372
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$42.4M -$39.2M 3 0.27% Reduced
373
HighTower Advisors
HighTower Advisors
Illinois
$42.1M +$5.22M 12 0.33% Increased
374
Emerald Advisers
Emerald Advisers
Pennsylvania
$41.4M -$515K 3 1.56% Reduced
375
EP
Elkfork Partners
Oregon
$41.3M -$1.73M 11 1.06% Reduced
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