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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	Cincinnati Insurance Fairfield, Ohio	$95.3M	$0	2	1.72%	Maintained
352	Baillie Gifford & Co Edinburgh, United Kingdom	$95.1M	-$2.37M	3	0.05%	Reduced
353	GW&K Investment Management Boston, Massachusetts	$94.9M	-$9.88M	4	0.79%	Reduced
354	Swiss Life Asset Management Zurich,	$94.3M	+$4.98M	10	1.22%	Increased
355	Gabelli Funds Rye, New York	$94M	+$23.8M	11	0.59%	Increased
356	KeyBank National Association Cleveland, Ohio	$93.6M	+$21.3K	12	0.37%	Increased
357	Boston Financial Management Boston, Massachusetts	$93.1M	-$50.3K	5	3.39%	Reduced
358	Första AP-fonden Stockholm, Sweden	$91.9M	+$8.22M	7	0.93%	Increased
359	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$91.8M	-$661K	1	11.33%	Reduced
360	Zacks Investment Management Chicago, Illinois	$91.8M	+$603K	3	1.29%	Increased
361	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$90.8M	+$7.57M	4	2.81%	Increased
362	Nissay Asset Management Tokyo, Japan	$90.6M	+$3.08M	10	0.69%	Increased
363	OP Oldfield Partners London, United Kingdom	$90.6M	-$11M	2	11.76%	Reduced
364	AAM Alpine Associates Management Palm Beach, Florida	$89.3M	+$84.5M	1	3.34%	New
365	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$88.3M	+$172K	1	3.28%	Increased
366	ZP Zimmer Partners New York	$87.5M	+$58.9M	2	1.31%	Increased
367	Creative Planning Overland Park, Kansas	$86.2M	+$1.13M	21	0.14%	Increased
368	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$85.3M	-$5.04M	10	0.44%	Reduced
369	Voloridge Investment Management Jupiter, Florida	$85M	-$7.34M	14	0.47%	Reduced
370	E. Ohman J:or Asset Management Stockholm, Sweden	$84.6M	+$569K	6	2.44%	Increased
371	SCM Spyglass Capital Management San Francisco, California	$84.4M	-$4.26M	1	2.24%	Reduced
372	MFWM Motley Fool Wealth Management Alexandria, Virginia	$84.4M	-$900K	2	3.67%	Reduced
373	Credit Agricole Montrouge Cedex, France	$84.4M	+$2.86M	8	1.35%	Increased
374	Scout Investments Kansas City, Missouri	$84.2M	+$36.9M	3	1.22%	Increased
375	KC Kryger Capital London, United Kingdom	$84.1M	+$79.6M	2	4.72%	New