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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	LGT Group Foundation Vaduz, Liechtenstein	$73.4M	+$34.1M	7	1.16%	Increased
427	JLBC J.L. Bainbridge & Co Sarasota, Florida	$72.9M	-$85.9K	2	7.23%	Reduced
428	BIC B&I Capital Zurich, Switzerland	$72.6M	+$3.79M	2	23.23%	Increased
429	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$72.6M	+$418K	2	3.64%	Increased
430	Envestnet Portfolio Solutions Chicago, Illinois	$72.4M	+$4.6M	16	0.25%	Increased
431	C Chescapmanager Baltimore, Maryland	$72.3M	-$13.4M	1	5.8%	Reduced
432	ZIG Zuckerman Investment Group Chicago, Illinois	$72M	-$25.4M	2	8.33%	Reduced
433	MAMU Marathon Asset Management (UK) London, United Kingdom	$71.6M	-$13M	1	2.24%	Reduced
434	DF Dent & Co Baltimore, Maryland	$71.4M	-$1.82M	4	0.92%	Reduced
435	Klingenstein Fields & Co New York	$71M	-$291K	3	2.94%	Reduced
436	Harding Loevner Bridgewater, New Jersey	$71M	-$11.2M	1	0.39%	Reduced
437	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$70.8M	+$6.87M	4	0.79%	Increased
438	AHC Adell Harriman & Carpenter Houston, Texas	$70.6M	+$167K	5	5.45%	Increased
439	DnB Asset Management Oslo, Norway	$70M	-$1.46M	8	0.33%	Reduced
440	USS Investment Management London, United Kingdom	$69.8M	-$109K	8	0.56%	Reduced
441	E. Ohman J:or Asset Management Stockholm, Sweden	$69.8M	+$1.24M	8	1.73%	Increased
442	Blackstone Inc New York	$69.6M	-$14.1M	3	0.29%	Reduced
443	Trexquant Investment Stamford, Connecticut	$69.3M	+$10.4M	15	1.06%	Increased
444	UMB Bank Kansas City, Missouri	$69.1M	-$4.62M	17	1.13%	Reduced
445	Steward Partners Investment Advisory New York	$68.1M	-$962K	24	0.72%	Reduced
446	ORIO Old Republic International (ORI) Chicago, Illinois	$68M	$0	1	2.77%	Maintained
447	Oversea-Chinese Banking Corp (OCBC) Singapore	$67.9M	+$9.26M	6	2%	Increased
448	ACM Anomaly Capital Management New York	$67.7M	+$66.8M	1	2.58%	New
449	BFM Blacksheep Fund Management Co. Dublin, Ireland	$67.6M	-$6.69M	1	51.98%	Reduced
450	Jupiter Asset Management London, United Kingdom	$67.5M	+$30.1M	2	0.64%	Increased