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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
MFWM
Motley Fool Wealth Management
Virginia
$78.4M -$1.05M 2 3.41% Reduced
352
CAM
Cidel Asset Management
Ontario, Canada
$78M +$10.9M 1 3.18% Increased
353
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$77.9M +$867K 1 5.54% Increased
354
Marshall Wace
Marshall Wace
United Kingdom
$77.7M +$26.4M 12 0.32% Increased
355
Martingale Asset Management
Martingale Asset Management
Massachusetts
$77.7M -$61.2M 7 1.02% Reduced
356
Two Sigma Advisers
Two Sigma Advisers
New York
$77.2M -$10.8M 12 0.2% Reduced
357
Los Angeles Capital Management
Los Angeles Capital Management
California
$76M +$3.5M 21 0.35% Increased
358
Creative Planning
Creative Planning
Kansas
$75.8M +$6.89M 21 0.13% Increased
359
Nissay Asset Management
Nissay Asset Management
Japan
$75.7M +$3.98M 10 0.64% Increased
360
SG Americas Securities
SG Americas Securities
New York
$75.3M -$6.01M 28 0.35% Reduced
361
Swiss Life Asset Management
Swiss Life Asset Management
$75.2M -$2.99M 9 1.04% Reduced
362
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$75.2M +$6.32M 19 0.78% Increased
363
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$75.1M -$3.4M 10 0.41% Reduced
364
Beck Mack & Oliver
Beck Mack & Oliver
New York
$75M -$1.72M 2 1.95% Reduced
365
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$74.9M +$15.1M 12 0.24% Increased
366
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$74.7M +$15.7M 5 2.13% Increased
367
Vontobel Holding
Vontobel Holding
Switzerland
$74.6M +$4.25M 9 0.66% Increased
368
TPSF
Texas Permanent School Fund
Texas
$73.8M -$3.97M 14 0.91% Reduced
369
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$72.8M -$2.69M 2 0.04% Reduced
370
Credit Agricole
Credit Agricole
France
$72.1M -$2.33M 8 1.37% Reduced
371
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$71.5M +$11.2M 4 2.57% Increased
372
Rafferty Asset Management
Rafferty Asset Management
New York
$71.1M -$20.5M 11 0.49% Reduced
373
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$70.3M -$74.2M 1 0.29% Reduced
374
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$70.2M -$932K 10 0.9% Reduced
375
ICP
Indus Capital Partners
New York
$70.1M +$60.8M 2 12.09% Increased
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