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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	Sequoia Financial Advisors Akron, Ohio	$74.1M	-$3.49M	16	0.57%	Reduced
452	Channing Capital Management Chicago, Illinois	$73.9M	+$5.38M	2	2.23%	Increased
453	E. Ohman J:or Asset Management Stockholm, Sweden	$73.9M	+$19.8M	10	1.96%	Increased
454	Aviso Financial Toronto, Ontario, Canada	$73.5M	-$8M	3	3.63%	Reduced
455	Cubist Systematic Strategies Stamford, Connecticut	$73.4M	+$29.7M	10	0.44%	Increased
456	Walleye Capital New York	$71.9M	+$7.42M	23	0.32%	Increased
457	Metis Global Partners San Diego, California	$71.8M	+$8.87M	10	2.02%	Increased
458	Klingenstein Fields & Co New York	$71.7M	+$26.2K	3	3.05%	Increased
459	VAM Vert Asset Management Sausalito, California	$71M	+$2.16M	4	24.4%	Increased
460	Steward Partners Investment Advisory New York	$70.4M	-$6.76M	31	0.62%	Reduced
461	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$70.1M	-$2.26M	5	5.21%	Reduced
462	Fjarde Ap-fonden Stockholm, Sweden	$69.8M	-$12M	9	0.84%	Reduced
463	EIP Easterly Investment Partners Beverly, Massachusetts	$69.7M	+$54.7M	6	5.8%	Increased
464	BOK Financial Tulsa, Oklahoma	$69.5M	+$2.18M	14	1.23%	Increased
465	Aware Super Sydney, Australia	$69.4M	+$18.3M	5	1.18%	Increased
466	Madison Asset Management Madison, Wisconsin	$69.2M	-$1.63M	3	0.77%	Reduced
467	Gateway Investment Advisers Cincinnati, Ohio	$69M	-$12.9M	7	0.79%	Reduced
468	Perpetual Ltd Sydney, New South Wales, Australia	$68.9M	+$33.2M	10	0.83%	Increased
469	Advisors Asset Management Monument, Colorado	$68.6M	-$2.7M	22	1.29%	Reduced
470	Ancora Advisors Cleveland, Ohio	$68.3M	+$4.41M	13	1.52%	Increased
471	Munro Partners Melbourne, Australia	$68.3M	+$3.87M	3	3.2%	Increased
472	MN Services Vermogensbeheer The Hague, Netherlands	$68.2M	-$6.54M	4	0.53%	Reduced
473	Oppenheimer & Co New York	$68.1M	+$2.26M	18	1.03%	Increased
474	Glenmede Trust Philadelphia, Pennsylvania	$67.8M	-$5.16M	15	0.36%	Reduced
475	PCM Portolan Capital Management Boston, Massachusetts	$67.8M	+$14.7M	4	5.15%	Increased