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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	USS Investment Management London, United Kingdom	$63M	+$2.46M	8	0.68%	Increased
402	Krane Funds Advisors New York	$62M	+$7.53M	1	2.54%	Increased
403	Fjarde Ap-fonden Stockholm, Sweden	$61.9M	-$2.2M	7	0.82%	Reduced
404	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$61.8M	+$3.73M	4	4.29%	Increased
405	CT Cambridge Trust Cambridge, Massachusetts	$61.8M	-$4.02M	6	2.85%	Reduced
406	SG Americas Securities New York	$61.8M	-$19.6M	24	0.71%	Reduced
407	AC Avenir Corporation Alexandria, Virginia	$61.7M	+$56.5K	3	5.77%	Increased
408	Czech National Bank Prague, Czech Republic	$61.6M	+$21.3M	7	0.98%	Increased
409	MML Investors Services Springfield, Massachusetts	$61.5M	+$3.59M	16	0.34%	Increased
410	Advisors Asset Management Monument, Colorado	$61.5M	+$305K	16	1.31%	Increased
411	AC Athos Capital Hong Kong	$61.2M	+$60M	1	31.39%	New
412	HCM Harspring Capital Management New York	$60.9M	+$26.8M	1	16.15%	Increased
413	Braun Stacey Associates New York	$60.4M	+$26.1M	3	2.94%	Increased
414	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$60.4M	-$7.97M	9	0.4%	Reduced
415	INTECH Investment Management West Palm Beach, Florida	$60.3M	-$73.7M	10	0.89%	Reduced
416	Comerica Bank Dallas, Texas	$60.3M	+$62.1M	18	0.31%	New
417	Cetera Advisor Networks El Segundo, California	$60M	+$9.07M	23	0.38%	Increased
418	BIC B&I Capital Zurich, Switzerland	$59.9M	$0	2	21.66%	Maintained
419	Erste Asset Management Vienna, Austria	$59.3M	+$17M	5	1.02%	Increased
420	Klingenstein Fields & Co New York	$59.2M	-$287K	4	2.89%	Reduced
421	Mercer Global Advisors Denver, Colorado	$59.2M	-$9.96M	16	0.22%	Reduced
422	LPAM Legion Partners Asset Management Los Angeles, California	$59.1M	-$113K	1	17.78%	Reduced
423	Intact Investment Management Montreal, Quebec, Canada	$59M	-$5.64M	3	2.55%	Reduced
424	ACB Aristotle Capital Boston Boston, Massachusetts	$58.8M	-$4.43M	1	1.9%	Reduced
425	O'Shaughnessy Asset Management Stamford, Connecticut	$58.4M	+$2.58M	17	0.87%	Increased