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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
476	CAM ClariVest Asset Management San Diego, California	$20.6M	-$3.87M	5	0.52%	Reduced
477	WIC Willis Investment Counsel Gainesville, Georgia	$20.5M	-$538K	2	1.54%	Reduced
478	Axiom Investors Greenwich, Connecticut	$20.3M	-$145K	2	0.52%	Reduced
479	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$20.3M	-$7.26M	1	1.35%	Reduced
480	Churchill Management Los Angeles, California	$20.2M	+$875K	1	0.57%	Increased
481	Partners Capital Investment Group Boston, Massachusetts	$20.1M	+$1.45M	1	4.02%	Increased
482	Sterling Capital Management Charlotte, North Carolina	$20.1M	+$7.42M	7	0.19%	Increased
483	BSPF British Steel Pension Fund London, United Kingdom	$20.1M	-$119K	2	2.26%	Reduced
484	SM Selkirk Management Chatham, New Jersey	$20M	-$1.94M	1	11.33%	Reduced
485	BOK Financial Tulsa, Oklahoma	$19.9M	+$78.5K	8	0.62%	Increased
486	New Mexico Educational Retirement Board Santa Fe, New Mexico	$19.9M	-$469K	7	0.92%	Reduced
487	CAM Capstone Asset Management Houston, Texas	$19.8M	+$384K	15	0.55%	Increased
488	Commonwealth Equity Services Waltham, Massachusetts	$19.8M	+$3.87M	12	0.13%	Increased
489	CM CS McKee Pittsburgh, Pennsylvania	$19.6M	-$2.07M	1	1.56%	Reduced
490	Artemis Investment Management Edinburgh, United Kingdom	$19.5M	-$37.9M	2	0.52%	Reduced
491	Segall Bryant & Hamill Chicago, Illinois	$19.3M	+$674K	3	0.47%	Increased
492	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$19.1M	-$1.13M	1	0.87%	Reduced
493	Cullen/Frost Bankers San Antonio, Texas	$19M	-$1.12M	2	0.65%	Reduced
494	DAM Dorsey Asset Management Chicago, Illinois	$19M	-$155K	1	10.73%	Reduced
495	MUFG Securities EMEA London, United Kingdom	$19M	+$18.5M	1	0.95%	New
496	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19M	-$23.7M	12	0.01%	Reduced
497	Dai-ichi Life Insurance Company Tokyo, Japan	$18.7M	+$8.29M	9	0.51%	Increased
498	BFS Baskin Financial Services Toronto, Ontario, Canada	$18.6M	+$184K	1	4.11%	Increased
499	CHAM Clear Harbor Asset Management Stamford, Connecticut	$18.6M	-$322K	1	3.75%	Reduced
500	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$18.6M	+$3.19M	1	9.42%	Increased