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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	AHC Adell Harriman & Carpenter Houston, Texas	$86.7M	+$1.81M	5	6.31%	Increased
427	Baupost Group Boston, Massachusetts	$86.7M	$0	1	2.47%	Maintained
428	Focus Partners Wealth Boston, Massachusetts	$86.3M	+$16.6M	13	0.28%	Increased
429	Danica Pension Livsforsikrings Copenhagen V,	$84.9M	-$1.64M	2	1.64%	Reduced
430	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$84.4M	-$3.02M	15	0.74%	Reduced
431	Jupiter Asset Management London, United Kingdom	$84.4M	+$7.6M	4	0.74%	Increased
432	NewEdge Advisors New Orleans, Louisiana	$84.1M	+$447K	26	0.55%	Increased
433	SFG Sather Financial Group Victoria, Texas	$82.7M	+$862K	2	5.33%	Increased
434	Steward Partners Investment Advisory New York	$82.6M	+$7.3M	28	0.76%	Increased
435	ZIG Zuckerman Investment Group Chicago, Illinois	$82.2M	-$442K	2	8.45%	Reduced
436	E. Ohman J:or Asset Management Stockholm, Sweden	$81.6M	+$1.68M	8	2.02%	Increased
437	Mondrian Investment Partners London, United Kingdom	$81.6M	+$22.2M	2	1.23%	Increased
438	First Financial Bankshares Abilene, Texas	$81.4M	+$1.48M	3	1.71%	Increased
439	Ossiam Paris, France	$81.1M	+$16.8M	10	1.57%	Increased
440	Klingenstein Fields & Co New York	$80.8M	+$32K	3	3.21%	Increased
441	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$80.2M	-$1.16M	4	0.82%	Reduced
442	Aviso Financial Toronto, Ontario, Canada	$79.9M	+$1.99M	3	3.96%	Increased
443	Pinnacle Associates New York	$79.5M	+$3.21M	9	1.35%	Increased
444	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$79.4M	-$1.54M	1	5.54%	Reduced
445	Gateway Investment Advisers Cincinnati, Ohio	$79.3M	-$5.55M	9	0.87%	Reduced
446	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$79.2M	+$11.6M	1	1.87%	Increased
447	Channing Capital Management Chicago, Illinois	$78.8M	+$923K	1	2.02%	Increased
448	C Chescapmanager Baltimore, Maryland	$78.6M	-$3.73M	1	8.32%	Reduced
449	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$78.2M	-$1.3M	1	8.71%	Reduced
450	GIM Generate Investment Management Auckland, New Zealand	$78M	+$40.4M	2	5.21%	Increased