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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	Oppenheimer & Co New York	$61.1M	+$10.8M	17	0.97%	Increased
477	Brandes Investment Partners La Jolla, California	$60.6M	+$4.72M	1	0.75%	Increased
478	Aviso Financial Toronto, Ontario, Canada	$60.5M	+$61.2M	4	3.37%	New
479	Madison Asset Management Madison, Wisconsin	$60.3M	-$104K	3	0.75%	Reduced
480	Andra AP-fonden Goteborg, Sweden	$60.2M	+$24.5M	6	1.01%	Increased
481	Viking Global Investors Stamford, Connecticut	$59.7M	-$29.9M	1	0.23%	Reduced
482	Atria Investments Charlotte, North Carolina	$59.3M	+$2.09M	19	0.77%	Increased
483	Mondrian Investment Partners London, United Kingdom	$58.9M	+$34.8M	2	0.91%	Increased
484	Oppenheimer Asset Management New York	$58.6M	+$5.22M	16	0.75%	Increased
485	Braun Stacey Associates New York	$58.5M	-$36.5M	2	2.27%	Reduced
486	Erste Asset Management Vienna, Austria	$58.3M	-$1.14M	4	0.77%	Reduced
487	Ossiam Paris, France	$58M	+$15.3M	8	1.1%	Increased
488	CP Cumberland Partners Toronto, Ontario, Canada	$57.7M	-$5.6M	3	4.19%	Reduced
489	TCM Tekne Capital Management New York	$57.5M	+$25.1M	1	30.23%	Increased
490	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$57.5M	+$10.7M	4	5.26%	Increased
491	INTECH Investment Management West Palm Beach, Florida	$57M	+$31.7M	11	0.71%	Increased
492	NIMI Natixis Investment Managers International Paris, France	$56.9M	-$29.1M	6	4.24%	Reduced
493	Illinois Municipal Retirement Fund Oak Brook, Illinois	$56.5M	-$6.39M	14	0.86%	Reduced
494	Capital Advisors Inc Tulsa, Oklahoma	$56.4M	-$8.91M	3	1.17%	Reduced
495	Eastern Bank Boston, Massachusetts	$56.3M	-$5.06M	3	2.27%	Reduced
496	Nishkama Capital LLC Dorado, Puerto Rico	$56.2M	+$24.2M	5	4.29%	Increased
497	CCM Corsair Capital Management New York	$56.2M	-$2.46M	1	9.11%	Reduced
498	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$56M	+$864K	3	0.19%	Increased
499	WhitTier Trust Company Reno, Nevada	$56M	+$2.68M	14	1.56%	Increased
500	Stephens Inc Little Rock, Arkansas	$55M	+$10.9M	12	0.84%	Increased