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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	Vontobel Holding Zurich, Switzerland	$112M	+$17.7M	19	0.38%	Increased
377	KeyBank National Association Cleveland, Ohio	$109M	-$1.65M	13	0.42%	Reduced
378	SG Americas Securities New York	$109M	-$16.8M	23	0.45%	Reduced
379	USS Investment Management London, United Kingdom	$108M	+$27.7M	9	0.76%	Increased
380	Ossiam Paris, France	$108M	+$28.7M	10	1.87%	Increased
381	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$107M	+$49.7M	10	1.13%	Increased
382	Rokos Capital Management (UK) London, United Kingdom	$107M	+$75.5M	1	1.07%	Increased
383	MC MIG Capital Newport Beach, California	$106M	+$10.4M	3	10.95%	Increased
384	Yousif Capital Management Bloomfield Hills, Michigan	$106M	+$908K	19	1.17%	Increased
385	Pinnacle Associates New York	$106M	+$5.2M	12	1.44%	Increased
386	Cambridge Investment Research Advisors Fairfield, Iowa	$105M	+$1.08M	26	0.35%	Increased
387	Jacobs Levy Equity Management Florham Park, New Jersey	$105M	+$54.5M	6	0.37%	Increased
388	Fiduciary Management Inc Milwaukee, Wisconsin	$105M	-$491K	1	0.98%	Reduced
389	QRG Capital Management Chicago, Illinois	$104M	+$13.8M	14	1.07%	Increased
390	Hardman Johnston Global Advisors Stamford, Connecticut	$104M	-$5.92M	3	4.27%	Reduced
391	Cookson Peirce & Co Pittsburgh, Pennsylvania	$103M	+$445K	6	4.66%	Increased
392	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$103M	+$4M	5	7.22%	Increased
393	PineBridge Investments New York	$103M	+$4.78M	10	0.77%	Increased
394	Fiera Capital (Canada) Montreal, Quebec, Canada	$102M	-$3.4M	4	0.32%	Reduced
395	WCP Waterfront Capital Partners New York	$102M	-$10M	4	18.69%	Reduced
396	BOK Financial Tulsa, Oklahoma	$101M	-$7.19M	14	1.71%	Reduced
397	Baupost Group Boston, Massachusetts	$101M	$0	1	2.94%	Maintained
398	SIG Senator Investment Group New York	$101M	+$7.15M	5	2.96%	Increased
399	Pathstone Holdings Englewood, New Jersey	$101M	-$2.56M	20	0.44%	Reduced
400	Mondrian Investment Partners London, United Kingdom	$100M	+$22.4M	2	1.66%	Increased