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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	Mizuho Markets Americas New York	$83.3M	+$63.9M	6	1.49%	Increased
452	Andra AP-fonden Goteborg, Sweden	$83.2M	-$3.67M	7	1.33%	Reduced
453	Glenmede Trust Philadelphia, Pennsylvania	$83M	-$166K	16	0.42%	Reduced
454	Ancora Advisors Cleveland, Ohio	$82.8M	+$10.8M	13	1.85%	Increased
455	NAAA New Age Alpha Advisors Rye, New York	$82.7M	+$80.3M	12	3.34%	Increased
456	Engineers Gate Manager New York	$81.1M	+$20.6M	23	1.41%	Increased
457	BIC B&I Capital Zurich, Switzerland	$80.8M	+$12.5M	3	26.31%	Increased
458	AHC Adell Harriman & Carpenter Houston, Texas	$80.8M	-$2.36M	5	5.62%	Reduced
459	Oppenheimer & Co New York	$80.5M	+$12.6M	17	1.2%	Increased
460	HCM Harspring Capital Management New York	$79.8M	-$11.3M	1	22.67%	Reduced
461	ZIG Zuckerman Investment Group Chicago, Illinois	$79.7M	-$13.9M	2	7.65%	Reduced
462	Carmignac Gestion Paris, France	$79.7M	+$15.2M	2	1.27%	Increased
463	Tocqueville Asset Management New York	$79.3M	+$3.04M	6	1.24%	Increased
464	Madison Asset Management Madison, Wisconsin	$78.6M	-$2.34M	3	0.89%	Reduced
465	Madison Investment Advisors Madison, Wisconsin	$78.6M	+$78M	3	0.89%	New
466	Klingenstein Fields & Co New York	$78.5M	-$469K	3	3.17%	Reduced
467	VARA Value Aligned Research Advisors Princeton, New Jersey	$78.4M	+$28M	3	21.44%	Increased
468	VAM Vert Asset Management Sausalito, California	$77.9M	+$3.77M	4	26.66%	Increased
469	Menora Mivtachim Holdings Ramat Gan, Israel	$77.1M	-$64.5M	1	0.48%	Reduced
470	WorldQuant Millennium Advisors New York	$76.7M	-$20.9M	4	0.5%	Reduced
471	NPIC Neumeier Poma Investment Counsel Carmel, California	$76.5M	+$32.4M	3	7.42%	Increased
472	PCM Portolan Capital Management Boston, Massachusetts	$76.2M	-$32M	6	5.12%	Reduced
473	Atalanta Sosnoff Capital New York	$75M	-$832K	3	1.63%	Reduced
474	Fayez Sarofim & Co Houston, Texas	$74.6M	+$50.4M	6	0.18%	Increased
475	Quantinno Capital Management New York	$73.8M	+$13.3M	20	0.73%	Increased