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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	Krane Funds Advisors New York	$54.8M	-$15.6M	1	2.24%	Reduced
402	Klingenstein Fields & Co New York	$54.1M	-$3.93M	4	2.81%	Reduced
403	United Capital Financial Advisors Irving, Texas	$54.1M	-$3.89M	7	0.3%	Reduced
404	USS Investment Management London, United Kingdom	$54M	+$1.67M	8	0.76%	Increased
405	Hardman Johnston Global Advisors Stamford, Connecticut	$53.7M	-$20.6M	3	2.1%	Reduced
406	Sessa Capital New York	$53.6M	$0	1	3.3%	Maintained
407	MFWM Motley Fool Wealth Management Alexandria, Virginia	$53.6M	-$4.05M	2	3.72%	Reduced
408	Qube Research & Technologies (QRT) London, United Kingdom	$53.3M	-$134M	16	0.29%	Reduced
409	DnB Asset Management Oslo, Norway	$53.3M	+$873K	5	0.38%	Increased
410	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$53.3M	-$26.2M	13	0.92%	Reduced
411	Congress Wealth Management Boston, Massachusetts	$53M	+$7.47M	8	1.36%	Increased
412	Gateway Investment Advisers Cincinnati, Ohio	$52.8M	+$18.7M	6	0.65%	Increased
413	R.M. Davis Inc Portland, Maine	$52.7M	-$991K	2	1.42%	Reduced
414	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$52.3M	-$1.72M	8	0.39%	Reduced
415	Fifth Third Bancorp Cincinnati, Ohio	$52.1M	-$998K	20	0.25%	Reduced
416	BC Brahman Capital New York	$51.9M	+$1.01M	1	7.19%	Increased
417	TIAM TT International Asset Management London, United Kingdom	$51.6M	-$1.7M	1	5.05%	Reduced
418	Factory Mutual Insurance Waltham, Massachusetts	$51.5M	-$1.01M	1	0.78%	Reduced
419	Gulf International Bank (UK) London, United Kingdom	$51.5M	+$3.15M	8	0.91%	Increased
420	IP Interval Partners New York	$51.4M	-$8.27M	2	3.06%	Reduced
421	GF Greenhouse Funds Baltimore, Maryland	$51.4M	+$2.94M	1	4.69%	Increased
422	ACB Aristotle Capital Boston Boston, Massachusetts	$50.2M	-$1.33M	1	1.58%	Reduced
423	UMB Bank Kansas City, Missouri	$49.9M	+$3.95M	14	0.79%	Increased
424	Jennison Associates New York	$49.8M	-$8.13M	2	0.05%	Reduced
425	Mercer Global Advisors Denver, Colorado	$49.7M	+$4.16M	10	0.25%	Increased