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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	Locust Wood Capital Advisers New York	$64.9M	-$5.52M	1	3.73%	Reduced
402	Intact Investment Management Montreal, Quebec, Canada	$64.8M	-$11.5M	4	1.84%	Reduced
403	RCM Ratan Capital Management Miami Beach, Florida	$64.2M	$0	1	5.56%	Maintained
404	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$64.1M	+$5.83M	1	2.59%	Increased
405	O'Shaughnessy Asset Management Stamford, Connecticut	$63.5M	+$5.3M	25	1.26%	Increased
406	FCI Financial Counselors Inc Overland Park, Kansas	$63.5M	+$1.89M	4	1.38%	Increased
407	Copeland Capital Management Conshohocken, Pennsylvania	$62.8M	-$464K	4	1.88%	Reduced
408	Assenagon Asset Management Senningerberg, Luxembourg	$62.7M	-$1.44M	10	0.21%	Reduced
409	Jane Street New York	$62.6M	-$321M	22	0.02%	Reduced
410	DCM Dupont Capital Management Wilmington, Delaware	$62.3M	-$382K	11	1.47%	Reduced
411	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$62M	-$199K	15	0.57%	Reduced
412	Whittier Trust South Pasadena, California	$61.8M	+$3.13M	10	1.1%	Increased
413	Azimuth Capital Management Bloomfield Hills, Michigan	$61.8M	+$5.05M	7	2.67%	Increased
414	Private Management Group Irvine, California	$61.7M	-$13.7M	2	2.71%	Reduced
415	Utah Retirement Systems Salt Lake City, Utah	$61.7M	-$172K	10	0.79%	Reduced
416	SCH Sylebra Capital (HK) Hong Kong	$61.6M	-$58.1M	1	1.53%	Reduced
417	PR Payden & Rygel Los Angeles, California	$61.2M	-$14.1M	2	2.92%	Reduced
418	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$60.6M	+$16.5M	4	2.16%	Increased
419	Barings Charlotte, North Carolina	$60.2M	-$13.9M	4	1.39%	Reduced
420	FP Foundry Partners Minneapolis, Minnesota	$60M	-$6.63M	4	2.05%	Reduced
421	SFG Sather Financial Group Victoria, Texas	$59.9M	+$304K	1	6.29%	Increased
422	Marshall Wace London, United Kingdom	$59.8M	+$191K	16	0.27%	Increased
423	Welch & Forbes Boston, Massachusetts	$59.6M	+$871K	3	1.01%	Increased
424	SAM Scopus Asset Management New York	$59.6M	-$31.3M	3	0.78%	Reduced
425	Andra AP-fonden Goteborg, Sweden	$58.9M	-$763K	10	1.2%	Reduced