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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	Nissay Asset Management Tokyo, Japan	$64.9M	+$936K	7	0.56%	Increased
402	Cerity Partners New York	$64.8M	+$2.38M	15	0.25%	Increased
403	Natixis Paris, France	$64.7M	-$19.1M	11	0.53%	Reduced
404	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$64.5M	-$10M	8	0.91%	Reduced
405	Curi RMB Capital Chicago, Illinois	$64M	+$452K	3	2.1%	Increased
406	USS Investment Management London, United Kingdom	$63.1M	$0	8	0.74%	Maintained
407	Cubist Systematic Strategies Stamford, Connecticut	$62.5M	-$55.7M	19	0.41%	Reduced
408	ORIO Old Republic International (ORI) Chicago, Illinois	$62.3M	$0	1	2.04%	Maintained
409	Castle Hook Partners New York	$61.9M	+$20.9M	1	1.84%	Increased
410	NIMI Natixis Investment Managers International Paris, France	$61.7M	-$3.99M	6	4.57%	Reduced
411	Advisors Asset Management Monument, Colorado	$61.2M	-$72.2K	17	1.24%	Reduced
412	Klingenstein Fields & Co New York	$61.2M	-$514K	4	2.83%	Reduced
413	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$60.9M	-$902K	2	2.76%	Reduced
414	Cullen/Frost Bankers San Antonio, Texas	$60.5M	-$98.2K	9	1.03%	Reduced
415	MML Investors Services Springfield, Massachusetts	$60.4M	+$6.9M	16	0.33%	Increased
416	BOK Financial Tulsa, Oklahoma	$60.4M	+$528K	12	1.23%	Increased
417	PGH Partners Group Holding Baar-Zug, Switzerland	$59.9M	-$9.73M	3	4.98%	Reduced
418	MFWM Motley Fool Wealth Management Alexandria, Virginia	$59.9M	-$616K	2	3.53%	Reduced
419	SIG Senator Investment Group New York	$59.6M	-$5.65M	2	2.69%	Reduced
420	Moran Wealth Management Naples, Florida	$59.4M	+$7.7M	6	2.23%	Increased
421	Woodline Partners San Francisco, California	$58.2M	+$10.9M	3	0.69%	Increased
422	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$58M	+$1.75M	1	3.32%	Increased
423	SRFM Shannon River Fund Management New York	$57.8M	-$1.37M	1	14.42%	Reduced
424	Westfield Capital Management Boston, Massachusetts	$57.4M	+$10.4M	3	0.37%	Increased
425	CCM Cinctive Capital Management New York	$57.4M	-$10.5M	3	1.92%	Reduced