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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	Klingenstein Fields & Co New York	$36.7M	+$1.18M	3	1.83%	Increased
452	Squarepoint New York	$36.7M	+$7.8M	20	0.49%	Increased
453	QI QV Investors Calgary, Alberta, Canada	$36.5M	-$1.67M	1	2.48%	Reduced
454	Mariner Overland Park, Kansas	$36.3M	-$1.66M	5	0.34%	Reduced
455	SFG Sather Financial Group Victoria, Texas	$36M	+$1.86M	1	5.73%	Increased
456	Dai-ichi Life Insurance Company Tokyo, Japan	$35.9M	+$1.51M	7	0.65%	Increased
457	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$35.9M	-$129K	3	2.51%	Reduced
458	TP Toronado Partners San Francisco, California	$35.4M	-$18.7M	1	9.87%	Reduced
459	Xponance Philadelphia, Pennsylvania	$35.2M	-$1.12M	12	0.86%	Reduced
460	CCM Corsair Capital Management New York	$35.1M	+$585K	1	12.52%	Increased
461	Advisors Asset Management Monument, Colorado	$34.9M	+$1.9M	13	0.64%	Increased
462	ESCM Echo Street Capital Management New York	$34.7M	-$54.4M	2	0.6%	Reduced
463	BIM Barton Investment Management West Conshohocken, Pennsylvania	$34.6M	-$259K	1	3.33%	Reduced
464	LCM Lomas Capital Management New York	$34.6M	-$12.6M	1	5.66%	Reduced
465	Susquehanna International Group Bala Cynwyd, Pennsylvania	$34.3M	-$74.3M	23	0.01%	Reduced
466	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$34.3M	+$1.18M	10	1.09%	Increased
467	AssetMark Inc Concord, California	$34.3M	+$5.85M	10	0.22%	Increased
468	Ninety One (UK) London, United Kingdom	$34.2M	-$2.68M	2	0.12%	Reduced
469	WorldQuant Millennium Advisors New York	$33.9M	-$7.02M	2	0.8%	Reduced
470	Copeland Capital Management Conshohocken, Pennsylvania	$33.8M	+$5.87M	4	1.5%	Increased
471	DnB Asset Management Oslo, Norway	$33.4M	+$9.35M	8	0.35%	Increased
472	Country Trust Bank Bloomington, Illinois	$33.2M	-$2.44M	4	1.27%	Reduced
473	TAMH Taikang Asset Management (HK) Hong Kong	$33.2M	-$22.4M	3	5.14%	Reduced
474	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$33M	+$15.2M	13	0.99%	Increased
475	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$33M	+$705K	2	2.24%	Increased