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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
376	Meag Munich Ergo Munich, Germany	$32.2M	+$16.8M	2	1.54%	Increased
377	GE General Electric Evendale, Ohio	$32M	-$63.5M	2	0.07%	Reduced
378	CA Claar Advisors New York	$31.9M	-$4.53M	2	12.8%	Reduced
379	AC Avenir Corporation Alexandria, Virginia	$31.8M	+$19.2M	1	2.31%	Increased
380	Disciplined Growth Investors Minneapolis, Minnesota	$31.5M	-$36M	1	0.74%	Reduced
381	TSU TD Securities (USA) New York	$30.8M	+$3.23M	5	0.46%	Increased
382	EC EMS Capital New York	$30.7M	$0	1	3.57%	Maintained
383	RIM Rainier Investment Management Seattle, Washington	$30.4M	-$3.21M	1	0.61%	Reduced
384	ICAP Independence Capital Asset Partners Denver, Colorado	$30.1M	-$7.7M	1	4.68%	Reduced
385	Nisa Investment Advisors St. Louis, Missouri	$30.1M	+$1.76M	8	0.41%	Increased
386	CCM Century Capital Management Boston, Massachusetts	$30.1M	-$3.23M	3	1.73%	Reduced
387	Envestnet Asset Management Chicago, Illinois	$29.9M	+$25.1M	11	0.15%	Increased
388	DekaBank Deutsche Girozentrale Frankfurt, Germany	$29.9M	+$3.11M	9	0.37%	Increased
389	MAA Matrix Asset Advisors White Plains, New York	$29.8M	+$305K	1	3.45%	Increased
390	BNP Paribas Financial Markets Paris, France	$29.7M	-$18.6M	20	0.08%	Reduced
391	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$29.7M	-$80.2K	6	0.22%	Reduced
392	Natixis Advisors Boston, Massachusetts	$29.6M	-$935K	8	0.52%	Reduced
393	SC Salzman & Co Pittsford, New York	$29.4M	-$3.23M	1	6.76%	Reduced
394	AIM Allen Investment Management New York	$29.4M	+$851K	3	2.15%	Increased
395	Employees Provident Fund Board Shah Alam, Malaysia	$29.3M	-$10.5M	1	1%	Reduced
396	ALPS Advisors Denver, Colorado	$28.9M	+$2.53M	5	0.24%	Increased
397	FAS Formuepleje A/S Aarhus C, Denmark	$28.9M	+$9.21M	1	3.41%	Increased
398	Teacher Retirement System of Texas Austin, Texas	$28.8M	-$17.2M	17	0.22%	Reduced
399	United Capital Financial Advisors Irving, Texas	$28.7M	+$17.4M	8	0.35%	Increased
400	Gulf International Bank (UK) London, United Kingdom	$28.6M	+$21.9K	6	0.51%	Increased