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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
451	OAM Origin Asset Management London, United Kingdom	$16.4M	+$15.7M	1	1.42%	New
452	O'Shaughnessy Asset Management Stamford, Connecticut	$16.3M	+$17.8M	7	0.44%	New
453	DILH Dai-ichi Life Holdings Tokyo, Japan	$16.2M	+$16.1M	7	0.57%	New
454	DSI Daiwa SB Investments Tokyo, Japan	$16.2M	+$15.5M	1	2.74%	New
455	FIG Fortress Investment Group New York	$16M	+$15.4M	2	0.4%	New
456	GC GW Capital Bellevue, Washington	$15.9M	+$20.8M	1	0.81%	New
457	HHC Hutchin Hill Capital New York	$15.8M	+$17.8M	1	1.63%	New
458	Creative Planning Overland Park, Kansas	$15.8M	+$15.2M	15	0.37%	New
459	Rothschild & Co Asset Management US Stamford, Connecticut	$15.7M	+$15.2M	1	0.37%	New
460	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$15.6M	+$16.8M	2	9.28%	New
461	HTA Haber Trilix Advisors Boston, Massachusetts	$15.6M	+$15.8M	1	1.93%	New
462	Ferguson Wellman Capital Management Portland, Oregon	$15.5M	+$14.9M	1	1.2%	New
463	Kayne Anderson Rudnick Investment Management Los Angeles, California	$15.5M	+$15.9M	3	0.31%	New
464	CC Chubb Corp Warren, New Jersey	$15.3M	+$14.2M	1	0.84%	New
465	Utah Retirement Systems Salt Lake City, Utah	$15.2M	+$15.7M	6	0.51%	New
466	Tudor Investment Corp Stamford, Connecticut	$15.2M	+$15.1M	6	1.14%	New
467	OAM Oxford Asset Management Oxford, United Kingdom	$15.1M	+$14.9M	6	0.41%	New
468	SIC Schwartz Investment Counsel Plymouth, Michigan	$15.1M	+$14.5M	2	1.5%	New
469	Allstate Corporation Northbrook, Illinois	$14.9M	+$13.9M	1	0.68%	New
470	RHBC R.H. Bluestein & Co Birmingham, Michigan	$14.8M	+$16.6M	1	1.3%	New
471	Raymond James Financial Services Advisors St. Petersburg, Florida	$14.7M	+$15.9M	4	0.43%	New
472	DekaBank Deutsche Girozentrale Frankfurt, Germany	$14.7M	+$14.2M	8	0.29%	New
473	LI LMCG Investments Boston, Massachusetts	$14.7M	+$14.9M	4	0.38%	New
474	CAM Contour Asset Management New York	$14.6M	+$14.5M	1	1.02%	New
475	CAM ClariVest Asset Management San Diego, California	$14.4M	+$16.1M	3	0.65%	New