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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	LPU Lansdowne Partners (UK) London, United Kingdom	$50.3M	+$5.19M	1	10.83%	Increased
402	GAMCO Investors Greenwich, Connecticut	$50.1M	+$346K	6	0.59%	Increased
403	Artemis Investment Management Edinburgh, United Kingdom	$49.8M	-$6.44M	2	0.57%	Reduced
404	Regions Financial Corp Birmingham, Alabama	$49.6M	-$714K	9	0.5%	Reduced
405	Intact Investment Management Montreal, Quebec, Canada	$49.4M	-$17.4M	4	1.63%	Reduced
406	CT Cambridge Trust Cambridge, Massachusetts	$49.4M	+$4M	7	2.34%	Increased
407	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$49.3M	-$3.21M	9	0.38%	Reduced
408	TAM Third Avenue Management New York	$49.2M	-$2.16M	4	9.68%	Reduced
409	Credit Agricole Montrouge Cedex, France	$49.2M	+$553K	8	0.93%	Increased
410	Copeland Capital Management Conshohocken, Pennsylvania	$49.2M	-$38.5M	4	1.62%	Reduced
411	Weiss Multi-Strategy Advisers New York	$49.1M	+$44.6M	6	1.3%	Increased
412	IP Interval Partners New York	$49M	-$6.77M	2	2.16%	Reduced
413	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$48.7M	-$6.7M	14	0.24%	Reduced
414	Fifth Third Bancorp Cincinnati, Ohio	$48.6M	-$1.25M	21	0.25%	Reduced
415	Bridgewater Associates Westport, Connecticut	$48.4M	-$51.8M	11	0.24%	Reduced
416	DFO Duquesne Family Office New York	$47.9M	+$55.3M	1	2.72%	New
417	USS Investment Management London, United Kingdom	$47.8M	-$23.4M	8	0.7%	Reduced
418	FCI Financial Counselors Inc Overland Park, Kansas	$47.8M	+$471K	5	1.18%	Increased
419	SW SVB Wealth Boston, Massachusetts	$47.8M	+$21.9M	9	0.7%	Increased
420	Cartenna Capital Stamford, Connecticut	$47.5M	+$49.2M	2	11.39%	New
421	CQS Credential Qtrade Securities Vancouver,	$47.3M	+$1.6M	5	3.67%	Increased
422	DnB Asset Management Oslo, Norway	$47M	+$1.67M	5	0.36%	Increased
423	CAPTRUST Financial Advisors Raleigh, North Carolina	$47M	+$31.4M	17	0.27%	Increased
424	Advisors Asset Management Monument, Colorado	$46.5M	-$1.26M	17	0.92%	Reduced
425	ACB Aristotle Capital Boston Boston, Massachusetts	$46.5M	-$4.89M	1	1.57%	Reduced