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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	FAS Formuepleje A/S Aarhus C, Denmark	$40M	+$17.3M	2	2.66%	Increased
402	TCM Tekne Capital Management New York	$39.9M	-$11.7M	1	18.27%	Reduced
403	Brandywine Global Investment Management Philadelphia, Pennsylvania	$39.8M	-$1.52M	3	0.48%	Reduced
404	Winton Group London, United Kingdom	$39.6M	-$16.7M	10	1.05%	Reduced
405	BOK Financial Tulsa, Oklahoma	$39.6M	-$5.21M	8	1.14%	Reduced
406	Country Trust Bank Bloomington, Illinois	$39.6M	-$63.8K	3	1.78%	Reduced
407	GW&K Investment Management Boston, Massachusetts	$39.3M	+$5.18M	2	0.69%	Increased
408	Commerce Bank Kansas City, Missouri	$38.6M	+$137K	7	0.47%	Increased
409	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$38.6M	+$25.2M	1	3.9%	Increased
410	WorldQuant Millennium Advisors New York	$38.6M	-$1.84M	3	0.94%	Reduced
411	SFM Systematic Financial Management Teaneck, New Jersey	$38.6M	-$791K	4	2.37%	Reduced
412	Gabelli Funds Rye, New York	$38.4M	-$115K	9	0.34%	Reduced
413	MN Services Vermogensbeheer The Hague, Netherlands	$38.3M	-$3.17M	2	0.43%	Reduced
414	AAM Ardevora Asset Management London, United Kingdom	$38M	-$63.8M	1	1.01%	Reduced
415	CP Cumberland Partners Toronto, Ontario, Canada	$37.9M	-$2.35M	2	4.56%	Reduced
416	Nissay Asset Management Tokyo, Japan	$37.7M	+$10M	10	0.96%	Increased
417	Dana Investment Advisors Waukesha, Wisconsin	$37.6M	+$13.3M	3	2.29%	Increased
418	SRFM Shannon River Fund Management New York	$37.5M	-$10.7M	1	6.33%	Reduced
419	Ninety One (UK) London, United Kingdom	$36.9M	-$10.7M	3	0.16%	Reduced
420	Bowen Hanes & Co Ponte Vedra Beach, Florida	$36.6M	+$39M	3	1.79%	Increased
421	FP Foundry Partners Minneapolis, Minnesota	$36.5M	+$2.11M	6	2.06%	Increased
422	JAM JLP Asset Management New York	$36.4M	+$20M	3	25.22%	Increased
423	RI Redwood Investments Boston, Massachusetts	$36.4M	+$755K	3	4.29%	Increased
424	Barings Charlotte, North Carolina	$35.9M	+$7.09M	5	1.2%	Increased
425	SGAM Smith Group Asset Management Dallas, Texas	$35.9M	-$3.99M	4	1.96%	Reduced