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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	Group One Trading Chicago, Illinois	$123M	+$20.1M	23	0.28%	Increased
352	SFM Systematic Financial Management Teaneck, New Jersey	$123M	-$10.1M	4	3.13%	Reduced
353	Tudor Investment Corp Stamford, Connecticut	$123M	-$24.3M	16	0.47%	Reduced
354	Osaic Holdings Scottsdale, Arizona	$123M	+$13.1M	44	0.28%	Increased
355	Meitav Investment House Bene-Beraq, Israel	$122M	-$44.9M	4	2.06%	Reduced
356	Locust Wood Capital Advisers New York	$121M	-$87.2M	1	4.19%	Reduced
357	Welch & Forbes Boston, Massachusetts	$121M	-$582K	6	1.55%	Reduced
358	Mercer Global Advisors Denver, Colorado	$120M	+$19.7M	17	0.29%	Increased
359	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$119M	-$8.51M	6	11.08%	Reduced
360	Mutual of America Capital Management New York	$119M	+$5.15M	15	1.28%	Increased
361	Regions Financial Corp Birmingham, Alabama	$119M	-$11.5M	11	0.87%	Reduced
362	Trillium Asset Management Boston, Massachusetts	$117M	-$2.57M	4	3.05%	Reduced
363	Guggenheim Capital Chicago, Illinois	$117M	-$101M	17	0.95%	Reduced
364	O'Shaughnessy Asset Management Stamford, Connecticut	$117M	+$7.03M	24	0.99%	Increased
365	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$116M	+$2.34M	28	0.1%	Increased
366	MCI McDonald Capital Investors Orinda, California	$116M	-$1.22M	1	7.3%	Reduced
367	BRIM Broad Run Investment Management Arlington, Virginia	$116M	-$13.2M	2	15.71%	Reduced
368	Two Sigma Advisers New York	$116M	-$24.4M	19	0.27%	Reduced
369	Valeo Financial Advisors Carmel, Indiana	$115M	+$795K	8	3.21%	Increased
370	Varma Mutual Pension Insurance Co Helsinki, Finland	$114M	-$19.2M	7	0.87%	Reduced
371	ACM Alua Capital Management New York	$114M	-$40.5M	1	7.06%	Reduced
372	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$113M	+$118M	28	1.1%	New
373	Gabelli Funds Rye, New York	$113M	-$2.66M	12	0.85%	Reduced
374	Border to Coast Pensions Partnership Leeds, United Kingdom	$112M	-$1.76M	2	2.19%	Reduced
375	LBP AM Paris, France	$112M	+$6.04M	6	1.51%	Increased