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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	QRG Capital Management Chicago, Illinois	$82M	+$2.91M	13	0.97%	Increased
402	Danica Pension Livsforsikrings Copenhagen V,	$81.9M	+$4.78M	2	1.68%	Increased
403	Copeland Capital Management Conshohocken, Pennsylvania	$81.8M	+$841K	3	1.53%	Increased
404	Whale Rock Capital Management Boston, Massachusetts	$80.6M	+$70.8M	1	1.14%	New
405	Kestra Advisory Services Austin, Texas	$80.6M	+$4.34M	18	0.45%	Increased
406	Channing Capital Management Chicago, Illinois	$80.5M	+$2.32M	1	2.21%	Increased
407	WorldQuant Millennium Advisors New York	$80M	-$33.1M	6	0.73%	Reduced
408	ExodusPoint Capital Management New York	$79.9M	-$18M	12	0.55%	Reduced
409	Focus Partners Wealth Boston, Massachusetts	$79.9M	+$36.6M	13	0.27%	Increased
410	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$79.9M	-$55.4M	5	5.95%	Reduced
411	Summit Partners Public Asset Management Boston, Massachusetts	$79.4M	-$53.6M	4	3.04%	Reduced
412	Atalanta Sosnoff Capital New York	$78.5M	-$1.29M	2	1.77%	Reduced
413	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$78.4M	-$8.1M	15	0.7%	Reduced
414	PS Presima Securities Montreal, Quebec, Canada	$78.2M	+$18.3M	3	17.39%	Increased
415	Gateway Investment Advisers Cincinnati, Ohio	$77.1M	-$4.97M	9	0.87%	Reduced
416	First Financial Bankshares Abilene, Texas	$76.4M	-$14.5M	3	1.75%	Reduced
417	Advisors Asset Management Monument, Colorado	$76.3M	-$1.78M	17	1.49%	Reduced
418	Ariel Investments Chicago, Illinois	$76.1M	-$31.7M	1	0.82%	Reduced
419	Walleye Capital New York	$75.4M	+$24.6M	22	0.13%	Increased
420	Douglas Lane & Associates New York	$75M	+$2.4M	5	1.07%	Increased
421	NewEdge Advisors New Orleans, Louisiana	$74.9M	+$12.5M	25	0.55%	Increased
422	Meitav Investment House Bene-Beraq, Israel	$74.9M	+$28M	2	1.33%	Increased
423	FMI F/M Investments Washington, District of Columbia	$74.4M	+$73.7M	6	2.69%	New
424	Merewether Investment Management Dallas, Texas	$73.6M	+$33.1M	2	3.88%	Increased
425	Curi RMB Capital Chicago, Illinois	$73.4M	-$268K	7	1.76%	Reduced