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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	Midwest Trust Overland Park, Kansas	$126M	+$1.73M	8	1.58%	Increased
452	Groupe la Francaise Paris, France	$125M	+$3.79M	7	1.72%	Increased
453	Mondrian Investment Partners London, United Kingdom	$125M	-$1.99M	2	1.87%	Reduced
454	Huntington National Bank Columbus, Ohio	$125M	+$4.03M	27	0.69%	Increased
455	Welch & Forbes Boston, Massachusetts	$124M	-$232K	7	1.61%	Reduced
456	Great Lakes Advisors Chicago, Illinois	$123M	+$615K	10	1.02%	Increased
457	Raiffeisen Bank International Vienna, Austria	$123M	-$98.3M	13	1.77%	Reduced
458	Baupost Group Boston, Massachusetts	$123M	$0	1	2.4%	Maintained
459	Addenda Capital Montreal, Quebec, Canada	$122M	+$467K	1	3.44%	Increased
460	Discovery Capital Management South Norwalk, Connecticut	$121M	-$84.6M	3	6.3%	Reduced
461	SIG Senator Investment Group New York	$121M	+$49.7M	5	5.54%	Increased
462	NIG NFJ Investment Group Dallas, Texas	$121M	-$18M	5	4.57%	Reduced
463	QRG Capital Management Chicago, Illinois	$120M	+$22.9M	17	1.24%	Increased
464	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$119M	-$3.59M	6	1.05%	Reduced
465	LGT Group Foundation Vaduz, Liechtenstein	$119M	+$9.35M	7	1.45%	Increased
466	Mizuho Markets Americas New York	$119M	+$3.31M	4	3.25%	Increased
467	Jefferies Financial Group New York	$119M	-$80.5M	23	0.81%	Reduced
468	Glenmede Trust Philadelphia, Pennsylvania	$119M	-$944K	21	0.58%	Reduced
469	Chilton Capital Management Houston, Texas	$118M	-$118K	10	4.12%	Reduced
470	D.A. Davidson & Co Great Falls, Montana	$117M	-$3.22M	17	0.71%	Reduced
471	Cantor Fitzgerald New York	$117M	-$16.8M	8	1.72%	Reduced
472	HRT Financial New York	$116M	-$44M	24	0.29%	Reduced
473	Azora Capital LP Miami, Florida	$116M	+$68.3M	7	7.64%	Increased
474	Yousif Capital Management Bloomfield Hills, Michigan	$116M	+$3.58M	20	1.36%	Increased
475	Bartlett & Co Wealth Management Cincinnati, Ohio	$116M	+$10.3M	15	1.48%	Increased