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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	MCI McDonald Capital Investors Orinda, California	$124M	-$5.51M	1	7.6%	Reduced
427	Mondrian Investment Partners London, United Kingdom	$123M	-$2.53M	2	2.02%	Reduced
428	GA GRS Advisors Chicago, Illinois	$122M	+$35.3M	3	10.98%	Increased
429	Copeland Capital Management Conshohocken, Pennsylvania	$120M	-$3.55M	7	2.67%	Reduced
430	Assenagon Asset Management Senningerberg, Luxembourg	$119M	-$167M	16	0.16%	Reduced
431	Jones Financial Companies Des Peres, Missouri	$119M	+$18.4M	38	0.07%	Increased
432	PM Pembroke Management Montreal, Quebec, Canada	$119M	-$1.83M	4	12.3%	Reduced
433	Valeo Financial Advisors Carmel, Indiana	$119M	-$2.15M	12	2.64%	Reduced
434	Jain Global New York	$118M	-$4.13M	14	0.57%	Reduced
435	Encompass Capital Advisors New York	$118M	-$17.4M	1	4.8%	Reduced
436	DF Dent & Co Baltimore, Maryland	$116M	-$21.6M	4	1.68%	Reduced
437	Xponance Philadelphia, Pennsylvania	$116M	+$7.37M	25	0.87%	Increased
438	Danica Pension Livsforsikrings Copenhagen V,	$115M	+$2.94M	1	1.66%	Increased
439	Gabelli Funds Rye, New York	$115M	-$6.52M	14	0.78%	Reduced
440	Elliott Investment Management West Palm Beach, Florida	$115M	$0	1	0.51%	Maintained
441	Regions Financial Corp Birmingham, Alabama	$115M	-$2.55M	14	0.73%	Reduced
442	Raiffeisen Bank International Vienna, Austria	$114M	+$67.4M	12	1.47%	Increased
443	Clal Insurance Tel-Aviv, Israel	$113M	+$56.9M	4	0.73%	Increased
444	Utah Retirement Systems Salt Lake City, Utah	$113M	+$451K	15	1.08%	Increased
445	Zurich Insurance Group Zurich, Switzerland	$113M	+$23.3M	6	0.78%	Increased
446	Great Lakes Advisors Chicago, Illinois	$112M	-$7.26M	11	0.92%	Reduced
447	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$112M	+$8.39M	7	0.96%	Increased
448	Moran Wealth Management Naples, Florida	$112M	+$6.81M	11	3.42%	Increased
449	ACM Anomaly Capital Management New York	$112M	-$222M	1	4.01%	Reduced
450	Midwest Trust Overland Park, Kansas	$111M	+$2.55M	7	1.39%	Increased