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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	MUFG Securities (Canada) New York	$151M	-$12.8M	1	4.2%	Reduced
377	Frontier Capital Management Boston, Massachusetts	$150M	-$330M	6	1.59%	Reduced
378	1WCM 12 West Capital Management New York	$150M	-$8.24M	1	17.81%	Reduced
379	Sequoia Financial Advisors Akron, Ohio	$148M	+$8.2M	20	0.83%	Increased
380	BWC Blue Whale Capital London, United Kingdom	$146M	+$35.9M	1	7.47%	Increased
381	Guardian Capital (Canada) Toronto, Ontario, Canada	$145M	+$1.17M	4	4.3%	Increased
382	PineBridge Investments New York	$145M	-$31.1M	9	1.07%	Reduced
383	Cardano Risk Management Rotterdam, Netherlands	$143M	+$12.6M	1	1.44%	Increased
384	Weiss Asset Management Boston, Massachusetts	$141M	+$104M	11	1.87%	Increased
385	Cantor Fitzgerald New York	$141M	+$138M	6	2.14%	Increased
386	Sanctuary Advisors Indianapolis, Indiana	$140M	+$6.01M	25	0.77%	Increased
387	&Partners Nashville, Tennessee	$140M	+$23.6M	21	0.73%	Increased
388	HS Hazelview Securities Toronto, Ontario, Canada	$139M	+$4.88M	3	26.79%	Increased
389	Walleye Capital New York	$139M	-$13.8M	25	0.43%	Reduced
390	Czech National Bank Prague, Czech Republic	$138M	+$13.6M	9	0.89%	Increased
391	Locust Wood Capital Advisers New York	$137M	-$48.4M	1	3.31%	Reduced
392	Addenda Capital Montreal, Quebec, Canada	$136M	+$3.57M	1	3.99%	Increased
393	Conestoga Capital Advisors Wayne, Pennsylvania	$135M	+$7.82M	1	2.28%	Increased
394	Amalgamated Bank New York	$135M	-$9.91M	31	0.98%	Reduced
395	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$135M	-$9.6M	12	1.19%	Reduced
396	Bowen Hanes & Co Ponte Vedra Beach, Florida	$134M	+$2.45M	4	3.36%	Increased
397	Kestra Advisory Services Austin, Texas	$134M	+$5.67M	36	0.55%	Increased
398	Cambridge Investment Research Advisors Fairfield, Iowa	$134M	+$2.98M	33	0.35%	Increased
399	MUFG Securities EMEA London, United Kingdom	$134M	+$5.55M	10	1.55%	Increased
400	Mutual of America Capital Management New York	$133M	+$2.69M	18	1.39%	Increased