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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	LBP AM Paris, France	$163M	-$82.3M	10	2.23%	Reduced
377	Sanctuary Advisors Indianapolis, Indiana	$162M	-$2.86M	28	0.88%	Reduced
378	Kestra Advisory Services Austin, Texas	$159M	+$2.54M	25	0.6%	Increased
379	Sequoia Financial Advisors Akron, Ohio	$158M	+$2.65M	19	0.89%	Increased
380	Private Advisor Group Morristown, New Jersey	$158M	-$9.59M	26	0.74%	Reduced
381	Cardano Risk Management Rotterdam, Netherlands	$156M	+$7.94M	1	1.53%	Increased
382	HS Hazelview Securities Toronto, Ontario, Canada	$156M	-$2.53M	3	29.06%	Reduced
383	Encompass Capital Advisors New York	$155M	+$20.3M	2	4.65%	Increased
384	Nishkama Capital LLC Dorado, Puerto Rico	$155M	+$96.8M	3	9.78%	Increased
385	Trexquant Investment Stamford, Connecticut	$154M	-$49.6M	16	1.11%	Reduced
386	Pathstone Holdings Englewood, New Jersey	$154M	+$2.13M	25	0.61%	Increased
387	Guardian Capital (Canada) Toronto, Ontario, Canada	$154M	+$15.7M	4	4.06%	Increased
388	PWAM Park West Asset Management San Francisco, California	$153M	+$27.9M	6	13.03%	Increased
389	Channing Capital Management Chicago, Illinois	$153M	+$38.9M	3	3.93%	Increased
390	Bowen Hanes & Co Ponte Vedra Beach, Florida	$153M	+$359K	4	3.73%	Increased
391	Harding Loevner Bridgewater, New Jersey	$152M	+$65.3M	2	1.57%	Increased
392	Emerald Advisers Leola, Pennsylvania	$151M	-$4.82M	5	4.79%	Reduced
393	CCM Corsair Capital Management New York	$151M	-$5.1M	4	22.37%	Reduced
394	Close Asset Management London, United Kingdom	$150M	$0	2	4.08%	Maintained
395	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$150M	+$46.4M	5	2.26%	Increased
396	Merewether Investment Management Dallas, Texas	$149M	-$121M	4	2.89%	Reduced
397	Moore Capital Management New York	$148M	+$3.57M	13	3%	Increased
398	CAM Contour Asset Management New York	$148M	-$138M	1	4.8%	Reduced
399	Calamos Advisors Naperville, Illinois	$147M	+$37.4M	10	0.52%	Increased
400	Elliott Investment Management West Palm Beach, Florida	$147M	$0	1	0.73%	Maintained