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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	Natixis Paris, France	$45.6M	-$59.6M	7	0.35%	Reduced
402	Azimuth Capital Management Bloomfield Hills, Michigan	$44.3M	+$3.07M	7	2.82%	Increased
403	BOK Financial Tulsa, Oklahoma	$43.6M	-$247K	9	1.02%	Reduced
404	SFM Systematic Financial Management Teaneck, New Jersey	$43.5M	+$937K	4	2.26%	Increased
405	Axiom Investors Greenwich, Connecticut	$43.1M	-$11.2M	3	0.85%	Reduced
406	AAM Ardevora Asset Management London, United Kingdom	$42.8M	+$400K	1	0.84%	Increased
407	Qube Research & Technologies (QRT) London, United Kingdom	$42.7M	+$33.9M	14	0.63%	Increased
408	MN Services Vermogensbeheer The Hague, Netherlands	$42.7M	-$658K	2	0.37%	Reduced
409	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$42.5M	-$519K	1	3.84%	Reduced
410	Scout Investments Kansas City, Missouri	$42.4M	-$8.73M	2	1.01%	Reduced
411	Factory Mutual Insurance Waltham, Massachusetts	$42.3M	-$3.69M	1	0.73%	Reduced
412	Gabelli Funds Rye, New York	$41.9M	-$2.64M	9	0.34%	Reduced
413	CP Cumberland Partners Toronto, Ontario, Canada	$41.2M	-$1.15M	2	4.27%	Reduced
414	RI Redwood Investments Boston, Massachusetts	$41M	-$3.57M	5	3.62%	Reduced
415	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$40.9M	+$3.67M	7	0.33%	Increased
416	HS Hazelview Securities Toronto, Ontario, Canada	$40.2M	-$7.49M	3	8.35%	Reduced
417	MC MIG Capital Newport Beach, California	$40M	+$2.02M	1	4.11%	Increased
418	Private Management Group Irvine, California	$39.8M	+$2.31M	2	2.76%	Increased
419	Fifth Third Bancorp Cincinnati, Ohio	$39.6M	+$3.27M	17	0.24%	Increased
420	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$39.3M	-$85.9M	1	12.52%	Reduced
421	FCI Financial Counselors Inc Overland Park, Kansas	$39.3M	+$2.5M	4	1.26%	Increased
422	Aristotle Capital Management Los Angeles, California	$39.2M	+$1.39M	2	0.13%	Increased
423	Discovery Capital Management South Norwalk, Connecticut	$39.2M	-$1.51M	2	7.12%	Reduced
424	GIM Grassi Investment Management Santa Clara, California	$38.7M	-$215K	3	5.57%	Reduced
425	WorldQuant Millennium Advisors New York	$38.5M	-$5.27M	3	0.89%	Reduced