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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	Encompass Capital Advisors New York	$103M	-$42.8K	1	3.75%	Reduced
427	BGC Blue Grotto Capital Atlanta, Georgia	$103M	+$38.1M	2	12.38%	Increased
428	Two Sigma Advisers New York	$102M	-$125M	18	0.21%	Reduced
429	MN Services Vermogensbeheer The Hague, Netherlands	$102M	+$8.62M	5	0.71%	Increased
430	Cardano Risk Management Rotterdam, Netherlands	$101M	+$6.03M	1	1.3%	Increased
431	Xponance Philadelphia, Pennsylvania	$99.8M	-$905K	22	0.83%	Reduced
432	LGT Group Foundation Vaduz, Liechtenstein	$99.5M	-$5.44M	5	1.25%	Reduced
433	Baupost Group Boston, Massachusetts	$99.4M	-$25.4M	1	2.41%	Reduced
434	Border to Coast Pensions Partnership Leeds, United Kingdom	$98.9M	-$4.24M	2	1.82%	Reduced
435	&Partners Nashville, Tennessee	$98.9M	+$13.3M	19	0.76%	Increased
436	Valeo Financial Advisors Carmel, Indiana	$98.7M	-$316M	10	2.43%	Reduced
437	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$98.6M	+$2.36M	1	6.39%	Increased
438	Sarasin & Partners London, United Kingdom	$98.1M	-$1.89M	3	0.98%	Reduced
439	Calamos Advisors Naperville, Illinois	$97.2M	+$5.85M	11	0.38%	Increased
440	Jefferies Financial Group New York	$96.5M	+$27M	11	0.81%	Increased
441	Moran Wealth Management Naples, Florida	$96.2M	-$3.69M	10	2.96%	Reduced
442	Ancora Advisors Cleveland, Ohio	$95.5M	+$2.15M	18	1.98%	Increased
443	Erste Asset Management Vienna, Austria	$95.2M	+$47.5M	10	0.8%	Increased
444	Aware Super Sydney, Australia	$95M	-$3.28M	5	1.39%	Reduced
445	R.M. Davis Inc Portland, Maine	$94.8M	-$3.63M	4	1.76%	Reduced
446	Eventide Asset Management Boston, Massachusetts	$94.8M	+$18.8M	4	1.66%	Increased
447	Blackstone Inc New York	$93.9M	+$22.1M	2	0.4%	Increased
448	TA Trivest Advisors Hong Kong	$93.8M	+$71M	1	3.64%	New
449	Steward Partners Investment Advisory New York	$93.7M	+$5.33M	31	0.73%	Increased
450	Fundsmith LLP London, United Kingdom	$93.1M	+$70.5M	1	0.4%	New