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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
BM
Bridger Management
New York
$51.1M -$8.27M 1 3.68% Reduced
377
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$50.7M +$9.06K 9 0.77% Increased
378
AIM
Allen Investment Management
New York
$50.5M -$429K 3 1.2% Reduced
379
ALPS Advisors
ALPS Advisors
Colorado
$50.2M -$4.26M 9 0.39% Reduced
380
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50M +$3.72M 17 0.19% Increased
381
Fisher Asset Management
Fisher Asset Management
Washington
$48.8M -$10.6M 5 0.05% Reduced
382
LSCM
Light Street Capital Management
California
$48.4M -$2.5M 1 2.89% Reduced
383
BOK Financial
BOK Financial
Oklahoma
$47.9M +$5.35M 10 1.08% Increased
384
Gabelli Funds
Gabelli Funds
New York
$46.7M -$13.4M 9 0.3% Reduced
385
Commerce Bank
Commerce Bank
Missouri
$46.7M +$3.39M 7 0.44% Increased
386
Utah Retirement Systems
Utah Retirement Systems
Utah
$46.7M +$139K 10 0.82% Increased
387
TP
Toronado Partners
California
$46.5M +$4.55M 1 13.2% Increased
388
TCM
Tekne Capital Management
New York
$46.3M -$3.71M 1 20.33% Reduced
389
Calamos Advisors
Calamos Advisors
Illinois
$46M +$6.28M 8 0.23% Increased
390
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$46M +$16.3K 4 4.31% Increased
391
Alyeska Investment Group
Alyeska Investment Group
Illinois
$45.5M -$46.3M 3 0.6% Reduced
392
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$45.4M +$886K 9 0.38% Increased
393
PR
Payden & Rygel
California
$45.2M -$61.5K 2 2.83% Reduced
394
FP
Foundry Partners
Minnesota
$44.4M -$8.2M 5 1.67% Reduced
395
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$44.4M -$11.5M 8 0.47% Reduced
396
Ninety One (UK)
Ninety One (UK)
United Kingdom
$44.2M -$2.18M 3 0.15% Reduced
397
MSA
Mason Street Advisors
Wisconsin
$43.7M +$265K 14 0.84% Increased
398
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$43.2M +$4.65M 4 0.83% Increased
399
SG Americas Securities
SG Americas Securities
New York
$42.6M -$16.4M 18 0.39% Reduced
400
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$42.5M -$12.1M 4 0.87% Reduced
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