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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	HRT Financial New York	$53.3M	-$42.4M	15	0.53%	Reduced
452	Eastern Bank Boston, Massachusetts	$52.8M	+$80.4K	3	2.62%	Increased
453	Capital Fund Management (CFM) Paris, France	$52.6M	+$24.2M	6	0.18%	Increased
454	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$52.3M	+$5.39M	15	0.23%	Increased
455	Brinker Capital Investments Berwyn, Pennsylvania	$52M	+$721K	14	0.63%	Increased
456	Orion Portfolio Solutions Omaha, Nebraska	$52M	+$721K	14	0.63%	Increased
457	Snyder Capital Management San Francisco, California	$52M	+$1.59M	1	1.17%	Increased
458	AHC Adell Harriman & Carpenter Houston, Texas	$51.2M	+$2.17M	5	5.31%	Increased
459	Oversea-Chinese Banking Corp (OCBC) Singapore	$51.1M	+$4.1M	4	2.3%	Increased
460	MN Services Vermogensbeheer The Hague, Netherlands	$50.8M	+$755K	2	0.49%	Increased
461	NIMI Natixis Investment Managers International Paris, France	$50.8M	-$4.56M	6	3.93%	Reduced
462	ABN AMRO Investment Solutions Paris Cedex 008,	$50.7M	+$15.1M	3	0.99%	Increased
463	LI Leeward Investments Boston, Massachusetts	$50.7M	-$2.05M	3	2.59%	Reduced
464	Perpetual Ltd Sydney, New South Wales, Australia	$50.6M	-$9.24M	6	0.52%	Reduced
465	QRG Capital Management Chicago, Illinois	$50.5M	+$52.1M	13	0.88%	New
466	PGH Partners Group Holding Baar-Zug, Switzerland	$50.1M	-$5.78M	3	4.69%	Reduced
467	WCM Whitefort Capital Management New York	$49.9M	+$48.9M	1	26.14%	New
468	CC Conversant Capital Summit, New Jersey	$49.2M	$0	1	14.96%	Maintained
469	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$49.2M	-$688K	2	3.28%	Reduced
470	British Columbia Investment Management Victoria, British Columbia, Canada	$49.2M	-$3.97M	9	0.47%	Reduced
471	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$49.2M	-$922K	1	4.15%	Reduced
472	VAM Vert Asset Management Sausalito, California	$49M	+$2.67M	4	24.83%	Increased
473	GLCM Greenlea Lane Capital Management Weston, Connecticut	$48.8M	+$8.47M	1	17.48%	Increased
474	Waverton Investment Management London, United Kingdom	$48.5M	+$11.6M	2	1.4%	Increased
475	Envestnet Portfolio Solutions Chicago, Illinois	$48.5M	+$50.9M	14	0.23%	New