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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	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$59.7M	$0	8	6.88%	Maintained
452	ECA Endeavour Capital Advisors Greenwich, Connecticut	$59.1M	-$5.5M	3	8.3%	Reduced
453	MC MIG Capital Newport Beach, California	$58.8M	-$24.4M	1	5.87%	Reduced
454	HIM HughesLittle Investment Management Vancouver,	$58.4M	$0	1	12.59%	Maintained
455	QI QV Investors Calgary, Alberta, Canada	$58M	-$8.28M	1	4.04%	Reduced
456	RCW Rheos Capital Works Tokyo, Japan	$57.1M	$0	3	2.49%	Maintained
457	Advisors Capital Management Ridgewood, New Jersey	$56.8M	+$3.04M	5	1.54%	Increased
458	Tower Research Capital (TRC) New York	$56.8M	+$33.2M	39	0.98%	Increased
459	DP Dearborn Partners Chicago, Illinois	$56.7M	+$122K	4	2.06%	Increased
460	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$56.7M	+$2.8M	10	1.18%	Increased
461	BFS Baskin Financial Services Toronto, Ontario, Canada	$56.7M	+$547K	1	4.52%	Increased
462	Krane Funds Advisors New York	$56.4M	+$8.73M	6	1.42%	Increased
463	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$55.5M	+$2.73M	2	3.87%	Increased
464	Great Lakes Advisors Chicago, Illinois	$55.5M	-$19.6M	5	0.84%	Reduced
465	FP Foundry Partners Minneapolis, Minnesota	$55.3M	-$328K	5	1.96%	Reduced
466	GLCM Greenlea Lane Capital Management Weston, Connecticut	$55.2M	+$2.55M	1	17.91%	Increased
467	Oppenheimer Asset Management New York	$54.6M	-$4.43M	16	0.72%	Reduced
468	MML Investors Services Springfield, Massachusetts	$54.5M	+$3.33M	14	0.39%	Increased
469	Brinker Capital Investments Berwyn, Pennsylvania	$54.5M	-$1.55M	17	0.79%	Reduced
470	Penserra Capital Management Orinda, California	$54.4M	+$5.53M	17	1.16%	Increased
471	Oregon Public Employees Retirement Fund Tigard, Oregon	$54.3M	-$11.9M	14	0.6%	Reduced
472	Tidal Investments Milwaukee, Wisconsin	$54.3M	+$10.6M	12	1.66%	Increased
473	Reinhart Partners Mequon, Wisconsin	$54.2M	+$1.91M	2	2.6%	Increased
474	LCP LGT Capital Partners Pfaeffikon, Switzerland	$54M	-$7.63M	3	1.44%	Reduced
475	DCM Dupont Capital Management Wilmington, Delaware	$53.8M	-$5.07M	16	1.92%	Reduced