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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	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$43.1M	-$7.88M	1	2.54%	Reduced
377	Xact Kapitalforvaltning Stockholm, Sweden	$43M	+$1.39M	17	0.97%	Increased
378	AIM Allen Investment Management New York	$42.6M	-$29.9M	3	1.34%	Reduced
379	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$42.6M	+$13.1M	9	0.7%	Increased
380	Zacks Investment Management Chicago, Illinois	$42.5M	-$689K	3	0.91%	Reduced
381	TCM Tekne Capital Management New York	$42.2M	+$24M	1	10.94%	Increased
382	Gulf International Bank (UK) London, United Kingdom	$42M	+$599K	9	0.73%	Increased
383	Mitsubishi UFJ Asset Management Tokyo, Japan	$41.9M	+$3.47M	11	0.86%	Increased
384	O'Shaughnessy Asset Management Stamford, Connecticut	$41.9M	+$1.86M	8	1%	Increased
385	Clark Capital Management Group Philadelphia, Pennsylvania	$41.6M	+$17.2M	2	0.99%	Increased
386	OAMG Odey Asset Management Group London, United Kingdom	$41.6M	+$21.9M	1	3.37%	Increased
387	LPL Financial San Diego, California	$40.8M	+$4.67M	16	0.09%	Increased
388	BOK Financial Tulsa, Oklahoma	$40.7M	+$7.58M	11	0.97%	Increased
389	BB&T Securities Richmond, Virginia	$40.6M	+$757K	14	0.39%	Increased
390	CIBC World Markets New York	$40.5M	+$14.5M	6	0.33%	Increased
391	PR Payden & Rygel Los Angeles, California	$40.3M	-$1.3M	2	2.94%	Reduced
392	MLICM Metropolitan Life Insurance Company (MetLife) New York	$39.9M	+$448K	19	0.72%	Increased
393	Utah Retirement Systems Salt Lake City, Utah	$39.9M	+$878K	10	0.79%	Increased
394	Robeco Schweiz Zurich, Switzerland	$39.8M	-$49.8M	1	1.65%	Reduced
395	QS Investors New York	$39.5M	+$2.43M	11	0.43%	Increased
396	BM Bridger Management New York	$39.5M	-$8.59M	1	3.12%	Reduced
397	ACB Aristotle Capital Boston Boston, Massachusetts	$39.2M	+$22.4M	2	1.31%	Increased
398	Alyeska Investment Group Chicago, Illinois	$38.9M	-$156M	5	0.51%	Reduced
399	MICM Matthews International Capital Management San Francisco, California	$38.9M	-$49.4K	2	1.83%	Reduced
400	GL Governors Lane New York	$38.8M	$0	1	2.82%	Maintained