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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	M&T Bank Buffalo, New York	$146M	-$31.3M	17	0.49%	Reduced
377	Cookson Peirce & Co Pittsburgh, Pennsylvania	$145M	+$951K	8	5.96%	Increased
378	TAM Thematics Asset Management Paris, France	$145M	-$20.1M	5	6.57%	Reduced
379	Private Advisor Group Morristown, New Jersey	$144M	+$7.73M	27	0.71%	Increased
380	Guardian Capital (Canada) Toronto, Ontario, Canada	$144M	+$1.81M	4	4.64%	Increased
381	OP Asset Management Helsinki,	$142M	+$714K	12	1.87%	Increased
382	Sanctuary Advisors Indianapolis, Indiana	$142M	+$524K	25	0.81%	Increased
383	Tudor Investment Corp Stamford, Connecticut	$141M	-$65.2M	15	0.24%	Reduced
384	WorldQuant Millennium Advisors New York	$141M	-$6.86M	6	0.61%	Reduced
385	Munro Partners Melbourne, Australia	$140M	+$3.91M	3	3.79%	Increased
386	Bowen Hanes & Co Ponte Vedra Beach, Florida	$140M	+$7.74M	4	3.49%	Increased
387	DF Dent & Co Baltimore, Maryland	$139M	-$17.3M	4	1.8%	Reduced
388	Evercore Wealth Management New York	$139M	+$1.32M	9	2.04%	Increased
389	Cambridge Investment Research Advisors Fairfield, Iowa	$137M	+$1.88M	29	0.38%	Increased
390	Kestra Advisory Services Austin, Texas	$137M	+$16.5M	23	0.63%	Increased
391	Copeland Capital Management Conshohocken, Pennsylvania	$136M	+$44.2M	7	2.83%	Increased
392	INTECH Investment Management West Palm Beach, Florida	$135M	-$50.1M	24	1.2%	Reduced
393	MUFG Securities EMEA London, United Kingdom	$135M	+$123M	10	3.38%	Increased
394	Andra AP-fonden Goteborg, Sweden	$134M	-$11.8M	11	1.72%	Reduced
395	Regions Financial Corp Birmingham, Alabama	$134M	+$2.94M	14	0.87%	Increased
396	Mutual of America Capital Management New York	$133M	-$16.8M	18	1.4%	Reduced
397	HS Hazelview Securities Toronto, Ontario, Canada	$133M	-$3.24M	3	25.04%	Reduced
398	Danica Pension Livsforsikrings Copenhagen V,	$133M	+$1.13M	1	2.05%	Increased
399	PM Pembroke Management Montreal, Quebec, Canada	$132M	+$36.5M	4	13.15%	Increased
400	Addenda Capital Montreal, Quebec, Canada	$132M	-$311K	1	3.92%	Reduced