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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	Steward Partners Investment Advisory New York	$91.5M	+$9.42M	30	0.81%	Increased
427	Temasek Holdings Singapore	$90.5M	-$28.8M	5	0.36%	Reduced
428	MN Services Vermogensbeheer The Hague, Netherlands	$90M	+$2.31M	4	0.61%	Increased
429	Aviso Financial Toronto, Ontario, Canada	$88.9M	+$2.47M	2	4.49%	Increased
430	TC Triata Capital Hong Kong	$88.8M	+$74.8M	2	36.8%	New
431	Gateway Investment Advisers Cincinnati, Ohio	$88.3M	+$13.3M	8	0.98%	Increased
432	Moran Wealth Management Naples, Florida	$88.2M	-$18.4M	11	2.82%	Reduced
433	Sequoia Financial Advisors Akron, Ohio	$88.1M	+$10.5M	17	0.85%	Increased
434	Danica Pension Livsforsikrings Copenhagen V,	$88.1M	+$3.34M	1	1.65%	Increased
435	Cresset Asset Management Chicago, Illinois	$88M	-$37.6M	16	0.42%	Reduced
436	SFG Sather Financial Group Victoria, Texas	$88M	-$1.19M	3	5.51%	Reduced
437	DFO Duquesne Family Office New York	$87.5M	+$25M	4	2.35%	Increased
438	Advisors Asset Management Monument, Colorado	$87.3M	+$1.01M	18	1.61%	Increased
439	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$87.2M	+$68.1M	1	3.95%	Increased
440	Envestnet Portfolio Solutions Chicago, Illinois	$87M	+$1.11M	17	0.28%	Increased
441	Cincinnati Insurance Fairfield, Ohio	$86.9M	$0	2	1.54%	Maintained
442	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$86.8M	+$910K	1	6.33%	Increased
443	CIP Champlain Investment Partners Burlington, Vermont	$86.7M	+$93.8M	1	0.55%	New
444	ING Group Amsterdam, Netherlands	$86.1M	-$67.5M	9	0.58%	Reduced
445	Munro Partners Melbourne, Australia	$85.5M	-$21.2M	5	2.84%	Reduced
446	NewEdge Advisors New Orleans, Louisiana	$85.4M	+$4.27M	32	0.51%	Increased
447	Polar Asset Management Partners Toronto, Ontario, Canada	$85.3M	+$56.3M	9	1%	Increased
448	Channing Capital Management Chicago, Illinois	$84.7M	-$1.83M	1	2.26%	Reduced
449	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$84.7M	+$218K	1	9.59%	Increased
450	First Financial Bankshares Abilene, Texas	$84M	+$607K	3	1.82%	Increased