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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	CQS Credential Qtrade Securities Vancouver,	$29.8M	+$2.57M	4	4.04%	Increased
477	Squarepoint New York	$29.1M	-$32.6M	11	0.17%	Reduced
478	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$28.9M	-$708K	1	3.63%	Reduced
479	SAM Shell Asset Management The Hague, Netherlands	$28.7M	-$2.2M	11	0.62%	Reduced
480	Great Lakes Advisors Chicago, Illinois	$28.7M	-$8.99M	6	0.62%	Reduced
481	Mawer Investment Management Calgary, Alberta, Canada	$28.5M	-$447K	1	0.23%	Reduced
482	Oppenheimer Asset Management New York	$28.3M	+$5.01M	18	0.6%	Increased
483	LCP LGT Capital Partners Pfaeffikon, Switzerland	$28.1M	-$5.4K	3	1.67%	Reduced
484	Cornerstone Investment Partners Atlanta, Georgia	$28.1M	+$5.22M	1	1.33%	Increased
485	CT Cambridge Trust Cambridge, Massachusetts	$28M	+$150K	3	1.48%	Increased
486	Alphinity Investment Management Sydney, Australia	$27.9M	+$3.51M	1	3.09%	Increased
487	Signature Estate & Investment Advisors Los Angeles, California	$27.9M	-$1.67M	1	1.7%	Reduced
488	TIAA FSB Jacksonville, Florida	$27.8M	+$19.1M	3	0.13%	Increased
489	HIM HughesLittle Investment Management Vancouver,	$27.7M	+$773K	1	9.42%	Increased
490	BIM Barton Investment Management West Conshohocken, Pennsylvania	$27.6M	-$58.4K	1	4.29%	Reduced
491	Phoenix Financial Givatayim, Israel	$27.6M	-$1.49M	1	1.15%	Reduced
492	Norinchukin Bank Tokyo, Japan	$27.5M	-$2.19M	6	0.36%	Reduced
493	Azimuth Capital Management Bloomfield Hills, Michigan	$27.3M	-$2.46M	6	1.66%	Reduced
494	Anchor Capital Advisors Boston, Massachusetts	$27.1M	+$1.88M	3	0.59%	Increased
495	Barings Charlotte, North Carolina	$26.7M	-$159M	6	0.71%	Reduced
496	ACM Argent Capital Management St Louis, Missouri	$26.6M	+$500K	2	0.91%	Increased
497	Cullen/Frost Bankers San Antonio, Texas	$26.6M	+$1.55M	8	0.73%	Increased
498	PFM Parsec Financial Management Asheville, North Carolina	$26.5M	-$722K	2	1.55%	Reduced
499	LBIM Land & Buildings Investment Management Stamford, Connecticut	$26.3M	+$12.8M	1	4.84%	Increased
500	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$26.3M	-$122K	4	1.01%	Reduced