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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$65M	+$4.49M	9	1.17%	Increased
377	Congress Wealth Management Boston, Massachusetts	$65M	+$1.35M	9	1.57%	Increased
378	Pinnacle Associates New York	$64.6M	+$189K	8	1.32%	Increased
379	River Road Asset Management Louisville, Kentucky	$64.6M	-$36.8M	2	0.88%	Reduced
380	Fort Washington Investment Advisors Cincinnati, Ohio	$64M	-$9.74M	3	0.48%	Reduced
381	NIMI Natixis Investment Managers International Paris, France	$63.2M	-$9.81M	6	4.78%	Reduced
382	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$63.1M	+$5.05M	8	0.44%	Increased
383	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$62.3M	-$670K	3	1.48%	Reduced
384	Regions Financial Corp Birmingham, Alabama	$62.2M	+$314K	9	0.56%	Increased
385	NPIC Neumeier Poma Investment Counsel Carmel, California	$62.2M	-$16.9M	1	5.8%	Reduced
386	Paradigm Capital Management Inc Albany, New York	$62.2M	-$8.53M	2	4.12%	Reduced
387	United Capital Financial Advisors Irving, Texas	$61.7M	+$4.58M	7	0.34%	Increased
388	Fifth Third Bancorp Cincinnati, Ohio	$61.6M	+$3.12M	21	0.29%	Increased
389	Squarepoint New York	$61.4M	-$44M	23	0.25%	Reduced
390	New York Life Investment Management New York	$61.4M	-$3.08M	12	0.68%	Reduced
391	Jupiter Asset Management London, United Kingdom	$61.3M	-$25.5M	2	0.85%	Reduced
392	DnB Asset Management Oslo, Norway	$61.1M	+$2.89M	5	0.39%	Increased
393	CCM Cinctive Capital Management New York	$60.9M	+$23.6M	5	2.03%	Increased
394	SW SVB Wealth Boston, Massachusetts	$60.9M	-$3.82M	9	0.85%	Reduced
395	CAPTRUST Financial Advisors Raleigh, North Carolina	$60.8M	+$1.27M	18	0.27%	Increased
396	CT Cambridge Trust Cambridge, Massachusetts	$60.7M	-$128K	7	2.9%	Reduced
397	Locust Wood Capital Advisers New York	$60.6M	+$10M	2	3.55%	Increased
398	Nissay Asset Management Tokyo, Japan	$60.4M	-$250K	7	0.54%	Reduced
399	USS Investment Management London, United Kingdom	$60M	+$975K	8	0.82%	Increased
400	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$59.7M	-$453K	1	2.74%	Reduced