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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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$24.9M	-$71.8M	7	0.23%	Reduced
477	HIM HGC Investment Management Toronto, Ontario, Canada	$24.9M	+$8.61M	2	5.79%	Increased
478	BFS Baskin Financial Services Toronto, Ontario, Canada	$24.6M	+$244K	1	4.57%	Increased
479	Signature Estate & Investment Advisors Los Angeles, California	$24.4M	+$830K	1	1.64%	Increased
480	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24.3M	+$928K	3	1.18%	Increased
481	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$24.3M	+$158K	5	0.17%	Increased
482	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$24.3M	-$5.72M	2	0.66%	Reduced
483	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$24.3M	-$263K	1	3.24%	Reduced
484	GGHC Gilder Gagnon Howe & Co New York	$24.2M	-$940K	2	0.26%	Reduced
485	Amalgamated Bank New York	$24.1M	+$725K	15	0.58%	Increased
486	Dai-ichi Life Insurance Company Tokyo, Japan	$23.9M	+$1.5M	9	0.59%	Increased
487	PHAM Pacific Heights Asset Management San Francisco, California	$23.9M	-$4.49M	2	3.11%	Reduced
488	Castle Hook Partners New York	$23.8M	+$16.7M	4	1.2%	Increased
489	Capital Fund Management (CFM) Paris, France	$23.8M	-$11.4M	8	0.21%	Reduced
490	MAA Matrix Asset Advisors White Plains, New York	$23.5M	-$484K	1	4.01%	Reduced
491	FCM Flinton Capital Management Philadelphia, Pennsylvania	$23.4M	+$1.55M	10	0.77%	Increased
492	PFM Parsec Financial Management Asheville, North Carolina	$23.4M	+$179K	2	1.48%	Increased
493	WI Wafra Inc New York	$23.3M	$0	1	0.81%	Maintained
494	HBK Investments Dallas, Texas	$23.1M	-$11.2M	7	0.23%	Reduced
495	Nissay Asset Management Tokyo, Japan	$23.1M	+$3.06M	9	0.61%	Increased
496	SFG Sather Financial Group Victoria, Texas	$22.9M	-$155K	1	4.63%	Reduced
497	Meag Munich Ergo Munich, Germany	$22.8M	-$1.06M	7	1.87%	Reduced
498	CC Carlson Capital Dallas, Texas	$22.8M	-$46.5M	2	0.4%	Reduced
499	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$22.7M	-$1.8M	1	0.45%	Reduced
500	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$22.7M	+$213K	8	0.41%	Increased