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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	DCM Dupont Capital Management Wilmington, Delaware	$51.7M	-$298K	11	1.18%	Reduced
352	Gabelli Funds Rye, New York	$51.6M	-$271K	9	0.33%	Reduced
353	LPL Financial San Diego, California	$51.2M	+$9.1M	16	0.11%	Increased
354	Swiss Life Asset Management Zurich,	$51.1M	+$2.87M	6	0.62%	Increased
355	O'Shaughnessy Asset Management Stamford, Connecticut	$50.5M	+$5.26M	12	1.18%	Increased
356	Zevenbergen Capital Investments Edmonds, Washington	$50.3M	-$34.9M	2	1.65%	Reduced
357	FAS Formuepleje A/S Aarhus C, Denmark	$50M	-$14.1M	1	3.89%	Reduced
358	ALPS Advisors Denver, Colorado	$49.9M	-$9.33M	13	0.37%	Reduced
359	FP Foundry Partners Minneapolis, Minnesota	$49.1M	-$4.69M	5	1.93%	Reduced
360	MC MIG Capital Newport Beach, California	$48.9M	-$9.55M	1	6.82%	Reduced
361	GIP General Industrial Partners London, United Kingdom	$48.8M	-$2.98M	1	19.29%	Reduced
362	Suntrust Banks Atlanta, Georgia	$48.7M	-$391K	9	0.25%	Reduced
363	MCIM Meadow Creek Investment Management Atlanta, Georgia	$48.4M	-$8.55M	13	0.96%	Reduced
364	BM Bridger Management New York	$48.2M	+$6.44M	1	3.78%	Increased
365	Cincinnati Insurance Fairfield, Ohio	$48.2M	$0	2	1.29%	Maintained
366	Avalon Investment & Advisory Houston, Texas	$47.8M	+$14.6M	4	1.06%	Increased
367	Welch & Forbes Boston, Massachusetts	$47.7M	-$1.48M	2	1.16%	Reduced
368	BB&T Securities Richmond, Virginia	$47.6M	+$6.27M	14	0.43%	Increased
369	Xact Kapitalforvaltning Stockholm, Sweden	$47.4M	+$1.86M	17	0.98%	Increased
370	Advisors Asset Management Monument, Colorado	$47.3M	-$3.78M	14	0.84%	Reduced
371	William Blair & Company Chicago, Illinois	$47.3M	+$2.53M	12	0.27%	Increased
372	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$47.1M	-$24M	1	5.04%	Reduced
373	Susquehanna International Group Bala Cynwyd, Pennsylvania	$46.8M	+$40.8M	24	0.02%	Increased
374	Alyeska Investment Group Chicago, Illinois	$46.7M	+$8.2M	4	0.6%	Increased
375	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$46.6M	+$13.9M	14	0.57%	Increased