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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
401	OAM Oxford Asset Management Oxford, United Kingdom	$34.9M	+$9.59M	13	0.67%	Increased
402	Susquehanna International Group Bala Cynwyd, Pennsylvania	$34.5M	+$23.1M	14	0.01%	Increased
403	SIC Schwartz Investment Counsel Plymouth, Michigan	$34.5M	+$11.4M	3	1.97%	Increased
404	Mitsubishi UFJ Asset Management Tokyo, Japan	$34.5M	-$1.56M	10	0.76%	Reduced
405	Utah Retirement Systems Salt Lake City, Utah	$34.4M	+$1.31M	10	0.71%	Increased
406	H Hexavest Montreal, Quebec, Canada	$34.1M	+$13.6M	2	0.44%	Increased
407	MSL Mackay Shields LLC New York	$34.1M	-$5.04M	6	0.24%	Reduced
408	AAM Ardevora Asset Management London, United Kingdom	$33.8M	+$32.2M	1	0.95%	Increased
409	GGHC Gilder Gagnon Howe & Co New York	$33.7M	-$8.13M	2	0.36%	Reduced
410	Putnam Investments Boston, Massachusetts	$33.5M	-$70.6M	9	0.08%	Reduced
411	DCM Dupont Capital Management Wilmington, Delaware	$33.3M	+$3.5M	11	0.79%	Increased
412	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.1M	-$514K	2	1.46%	Reduced
413	CP Cumberland Partners Toronto, Ontario, Canada	$33M	+$26.1M	4	3.32%	Increased
414	MSA Mason Street Advisors Milwaukee, Wisconsin	$32.7M	+$2.24M	14	0.72%	Increased
415	HCM Hitchwood Capital Management New York	$32.1M	-$5.15M	1	1.01%	Reduced
416	Haverford Trust Company Radnor, Pennsylvania	$32M	-$889K	2	0.63%	Reduced
417	Ferguson Wellman Capital Management Portland, Oregon	$32M	+$748K	3	1.12%	Increased
418	T TOBAM Paris, France	$31.8M	+$11.3M	1	1.31%	Increased
419	GW&K Investment Management Boston, Massachusetts	$31.8M	+$3.12M	1	0.52%	Increased
420	Avalon Investment & Advisory Houston, Texas	$31.7M	-$1.47M	2	0.94%	Reduced
421	MLICM Metropolitan Life Insurance Company (MetLife) New York	$31.7M	-$3.43M	15	0.51%	Reduced
422	Acadian Asset Management Boston, Massachusetts	$31.3M	-$19.1M	10	0.14%	Reduced
423	Calamos Advisors Naperville, Illinois	$31.3M	+$2.01M	4	0.19%	Increased
424	MN Services Vermogensbeheer The Hague, Netherlands	$31.2M	-$853K	8	0.78%	Reduced
425	ABC Anchor Bolt Capital Chicago, Illinois	$31.2M	-$4.31M	1	1.37%	Reduced