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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
426	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$49.6M	+$4.58M	4	1.45%	Increased
427	Cullen/Frost Bankers San Antonio, Texas	$49.5M	+$4.67M	8	0.94%	Increased
428	Nishkama Capital LLC Dorado, Puerto Rico	$49.4M	-$35.8M	1	16.49%	Reduced
429	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$49.3M	+$31.6M	3	1.7%	Increased
430	LI Leeward Investments Boston, Massachusetts	$48.9M	+$5.78M	3	2.17%	Increased
431	Advisors Asset Management Monument, Colorado	$48.8M	-$4.49M	17	0.99%	Reduced
432	ORIO Old Republic International (ORI) Chicago, Illinois	$48.6M	$0	1	1.52%	Maintained
433	Locust Wood Capital Advisers New York	$48.5M	+$8.38M	1	2.72%	Increased
434	SCH Sylebra Capital (HK) Hong Kong	$48.4M	-$1.08M	1	2.73%	Reduced
435	Curi RMB Capital Chicago, Illinois	$48.2M	+$402K	3	1.72%	Increased
436	Xponance Philadelphia, Pennsylvania	$48.1M	+$7.83M	12	0.78%	Increased
437	Covea Finance Paris, France	$47.5M	$0	2	2.36%	Maintained
438	MML Investors Services Springfield, Massachusetts	$47.2M	+$902K	15	0.31%	Increased
439	Encompass Capital Advisors New York	$46.8M	+$29.7M	2	1.82%	Increased
440	Pendal Group Sydney, Australia	$46.7M	-$7.38M	5	0.4%	Reduced
441	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$46.4M	-$3.06M	1	2.61%	Reduced
442	ST Sabal Trust St. Petersburg, Florida	$46.2M	-$1.39M	2	3.15%	Reduced
443	O'Shaughnessy Asset Management Stamford, Connecticut	$45.9M	-$989K	14	0.75%	Reduced
444	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$45.9M	-$11.2M	1	6.43%	Reduced
445	Cambridge Investment Research Advisors Fairfield, Iowa	$45.6M	+$3.37M	21	0.24%	Increased
446	SC Sasco Capital Fairfield, Connecticut	$44.9M	-$8.89M	2	5.71%	Reduced
447	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$44.8M	-$10K	2	3.25%	Reduced
448	Thompson Siegel & Walmsley Richmond, Virginia	$44.7M	-$6.8M	5	0.72%	Reduced
449	Oppenheimer Asset Management New York	$44.6M	+$1.37M	13	0.72%	Increased
450	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$44.5M	+$6.78M	1	2.98%	Increased