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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	Xact Kapitalforvaltning Stockholm, Sweden	$54.7M	+$3.99M	17	1.04%	Increased
352	Suntrust Banks Atlanta, Georgia	$54.1M	+$2.02M	9	0.28%	Increased
353	Boston Financial Management Boston, Massachusetts	$53.9M	+$1.17M	3	3.07%	Increased
354	William Blair & Company Chicago, Illinois	$53.8M	+$3.44M	11	0.31%	Increased
355	HighTower Advisors Chicago, Illinois	$53.2M	-$3.42M	13	0.29%	Reduced
356	Zevenbergen Capital Investments Edmonds, Washington	$52.2M	-$5.45M	2	2%	Reduced
357	Cincinnati Insurance Fairfield, Ohio	$51M	+$2.32M	2	1.34%	Increased
358	Gateway Investment Advisers Cincinnati, Ohio	$50.8M	-$9.83M	6	0.51%	Reduced
359	Fort Washington Investment Advisors Cincinnati, Ohio	$50.5M	+$11.1M	8	0.56%	Increased
360	AIM Allen Investment Management New York	$50.1M	+$722K	3	1.32%	Increased
361	FP Foundry Partners Minneapolis, Minnesota	$49.9M	+$579K	5	2.06%	Increased
362	MLICM Metropolitan Life Insurance Company (MetLife) New York	$49.8M	+$2.27M	19	0.85%	Increased
363	CP Cumberland Partners Toronto, Ontario, Canada	$49.7M	+$38.8K	3	4.78%	Increased
364	ALPS Advisors Denver, Colorado	$49.7M	-$962K	8	0.39%	Reduced
365	SFM Systematic Financial Management Teaneck, New Jersey	$49.5M	-$7.02M	4	2.22%	Reduced
366	MCIM Meadow Creek Investment Management Atlanta, Georgia	$49.1M	-$1.93M	12	0.97%	Reduced
367	Ninety One (UK) London, United Kingdom	$49M	-$1.35M	2	0.19%	Reduced
368	Welch & Forbes Boston, Massachusetts	$48.5M	-$55.7K	2	1.16%	Reduced
369	Weiss Multi-Strategy Advisers New York	$48.4M	+$33.2M	5	0.98%	Increased
370	Gulf International Bank (UK) London, United Kingdom	$48.3M	+$1.06M	9	0.8%	Increased
371	AssetMark Inc Concord, California	$47.3M	+$3.42M	9	0.4%	Increased
372	BM Bridger Management New York	$47.1M	-$4.36M	1	3.89%	Reduced
373	SRFM Shannon River Fund Management New York	$47M	+$45.8M	1	8.17%	New
374	Copeland Capital Management Conshohocken, Pennsylvania	$47M	-$870K	4	2.42%	Reduced
375	Oregon Public Employees Retirement Fund Tigard, Oregon	$46.9M	-$163K	15	0.62%	Reduced