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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	NIG NFJ Investment Group Dallas, Texas	$52.8M	+$425K	4	1.4%	Increased
452	AC Avenir Corporation Alexandria, Virginia	$52.2M	-$2.31M	3	4.58%	Reduced
453	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$52.1M	+$805K	2	3.35%	Increased
454	Swiss Life Asset Management Zurich,	$52M	+$6.97M	8	0.77%	Increased
455	JP Morgan Private Wealth Advisors San Francisco, California	$51.9M	-$812M	12	0.27%	Reduced
456	Cetera Advisor Networks El Segundo, California	$51.1M	-$744K	18	0.35%	Reduced
457	GA GRS Advisors Chicago, Illinois	$50.3M	+$20.2M	3	8.96%	Increased
458	PFC Phocas Financial Corp Alameda, California	$50.1M	-$2.17M	9	6.86%	Reduced
459	Kennedy Capital Management St Louis, Missouri	$49.9M	+$3.12M	7	1.16%	Increased
460	LI Leeward Investments Boston, Massachusetts	$49.8M	-$5.83M	3	2.34%	Reduced
461	Oppenheimer Asset Management New York	$49.7M	-$4.76M	12	0.73%	Reduced
462	AHC Adell Harriman & Carpenter Houston, Texas	$49.6M	+$2.31M	5	5.04%	Increased
463	LPAM Legion Partners Asset Management Los Angeles, California	$49.6M	+$3.26M	1	14.5%	Increased
464	Oversea-Chinese Banking Corp (OCBC) Singapore	$49.3M	-$2.01M	5	2.36%	Reduced
465	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$48.9M	-$3.22K	1	6.49%	Reduced
466	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$48.9M	-$37.9M	11	0.21%	Reduced
467	MN Services Vermogensbeheer The Hague, Netherlands	$48.3M	-$2.13M	2	0.45%	Reduced
468	Badgley Phelps Wealth Managers Seattle, Washington	$47.9M	+$1.25M	4	1.58%	Increased
469	VAM Vert Asset Management Sausalito, California	$47.6M	+$2.74M	4	24.36%	Increased
470	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$47.5M	$0	5	0.6%	Maintained
471	Erste Asset Management Vienna, Austria	$46.9M	+$8.34M	5	0.83%	Increased
472	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$46.9M	-$3.36M	3	1.5%	Reduced
473	SW SVB Wealth Boston, Massachusetts	$46.8M	-$19.3M	9	0.85%	Reduced
474	Krane Funds Advisors New York	$46.8M	+$1.64M	1	2.47%	Increased
475	Rokos Capital Management (UK) London, United Kingdom	$46.7M	+$40.9M	1	0.45%	New