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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	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$89.3M	+$76.5M	12	2.06%	Increased
377	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$88.8M	+$10.7M	3	7.09%	Increased
378	BOK Financial Tulsa, Oklahoma	$88.5M	+$74.6K	16	1.59%	Increased
379	PCM Portolan Capital Management Boston, Massachusetts	$88.2M	-$1.87M	6	7.26%	Reduced
380	Aspex Management (HK) Central, Hong Kong	$87.7M	$0	2	1.87%	Maintained
381	MN Services Vermogensbeheer The Hague, Netherlands	$87.3M	-$2.18M	4	0.63%	Reduced
382	Ghisallo Capital Management Boston, Massachusetts	$87.3M	+$71.8M	2	7.52%	Increased
383	MCI McDonald Capital Investors Orinda, California	$87.3M	-$561K	1	5.45%	Reduced
384	Chilton Capital Management Houston, Texas	$86.7M	+$1.44M	6	3.88%	Increased
385	Pinnacle Associates New York	$86.6M	-$1.59M	9	1.36%	Reduced
386	VC Vision Capital Toronto, Ontario, Canada	$86.6M	+$52.8M	2	14.07%	Increased
387	Mercer Global Advisors Denver, Colorado	$86.5M	+$2.44M	12	0.24%	Increased
388	Utah Retirement Systems Salt Lake City, Utah	$86.5M	-$2.68M	14	1.03%	Reduced
389	Cincinnati Insurance Fairfield, Ohio	$85.4M	$0	2	1.41%	Maintained
390	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$85.4M	+$6.61M	9	0.41%	Increased
391	Glenmede Trust Philadelphia, Pennsylvania	$84.9M	-$30M	14	0.43%	Reduced
392	Xponance Philadelphia, Pennsylvania	$84.6M	+$4.08M	20	0.86%	Increased
393	Vontobel Holding Zurich, Switzerland	$84.5M	+$9.14M	16	0.27%	Increased
394	Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Stockholm, Sweden	$84.3M	+$83.5M	9	0.95%	New
395	Czech National Bank Prague, Czech Republic	$84.1M	+$7.1M	7	0.96%	Increased
396	MML Investors Services Springfield, Massachusetts	$84.1M	-$7.91M	18	0.34%	Reduced
397	Cookson Peirce & Co Pittsburgh, Pennsylvania	$84.1M	+$8.41M	7	4.05%	Increased
398	Sanctuary Advisors Indianapolis, Indiana	$83.9M	+$85.3M	18	0.61%	New
399	Group One Trading Chicago, Illinois	$82.4M	+$23.1M	24	0.32%	Increased
400	Manning & Napier Advisors Fairport, New York	$82.2M	+$81.8M	5	0.93%	New