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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	MML Investors Services Springfield, Massachusetts	$82.5M	+$8.98M	17	0.38%	Increased
377	GW&K Investment Management Boston, Massachusetts	$81.9M	-$2.85M	9	0.76%	Reduced
378	Gateway Investment Advisers Cincinnati, Ohio	$81.5M	+$12.1M	6	0.95%	Increased
379	UMB Bank Kansas City, Missouri	$81.3M	+$359K	15	1.19%	Increased
380	R.M. Davis Inc Portland, Maine	$81.1M	+$236K	5	1.87%	Increased
381	Utah Retirement Systems Salt Lake City, Utah	$81M	+$495K	12	1.03%	Increased
382	Nissay Asset Management Tokyo, Japan	$80.6M	+$5M	8	0.65%	Increased
383	Pinnacle Associates New York	$79.5M	+$44.5K	9	1.34%	Increased
384	Capital Fund Management (CFM) Paris, France	$79.5M	+$16.4M	10	0.21%	Increased
385	Cincinnati Insurance Fairfield, Ohio	$79.1M	$0	2	1.42%	Maintained
386	IP Interval Partners New York	$79M	-$15.9M	1	2.26%	Reduced
387	Glenmede Trust Philadelphia, Pennsylvania	$79M	-$22.9M	13	0.41%	Reduced
388	Douglas Lane & Associates New York	$78M	-$3.79M	5	1.2%	Reduced
389	DnB Asset Management Oslo, Norway	$77.8M	+$10.9M	6	0.4%	Increased
390	SAM Scopus Asset Management New York	$77.7M	-$6.34M	4	1.96%	Reduced
391	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$77.7M	-$4.15M	4	1.08%	Reduced
392	HCM Harspring Capital Management New York	$77.5M	+$2.37M	1	18.38%	Increased
393	Tower Research Capital (TRC) New York	$77.5M	+$43.3M	40	0.96%	Increased
394	E. Ohman J:or Asset Management Stockholm, Sweden	$77M	+$13.6M	7	2.82%	Increased
395	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$76.8M	-$1.18M	4	4.76%	Reduced
396	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$76.4M	+$4.87M	10	0.44%	Increased
397	PCM Portolan Capital Management Boston, Massachusetts	$76.3M	-$6.4M	5	6.67%	Reduced
398	Swiss Life Asset Management Zurich,	$76M	+$8.11M	9	0.91%	Increased
399	Cubist Systematic Strategies Stamford, Connecticut	$75.7M	-$41.8M	19	0.49%	Reduced
400	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$75.4M	+$67.6M	4	1.52%	Increased