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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	PGH Partners Group Holding Baar-Zug, Switzerland	$69.8M	+$14.4M	2	4.49%	Increased
477	Oppenheimer & Co New York	$69.6M	+$707K	17	1.06%	Increased
478	Horizon Kinetics Asset Management New York	$68.9M	+$4.05M	7	1.03%	Increased
479	Capital Advisors Inc Tulsa, Oklahoma	$68.8M	+$1.4M	3	1.38%	Increased
480	Swiss Life Asset Management Zurich,	$68.8M	-$1.77M	10	0.78%	Reduced
481	Atria Investments Charlotte, North Carolina	$68.7M	+$2.37M	19	0.85%	Increased
482	Cullen/Frost Bankers San Antonio, Texas	$68.6M	+$958K	13	0.94%	Increased
483	Kestra Advisory Services Austin, Texas	$68.4M	-$19.2M	18	0.38%	Reduced
484	Tocqueville Asset Management New York	$68.2M	+$16.2M	6	1.07%	Increased
485	Bank Julius Baer & Co Zurich, Switzerland	$68M	+$11.4M	7	0.23%	Increased
486	MUFG Securities (Canada) New York	$68M	+$24.7M	1	3.04%	Increased
487	JSC J. Stern & Co London, United Kingdom	$67.9M	+$2.01M	1	7.24%	Increased
488	Marex Group London,	$67.9M	-$41.2M	11	1.55%	Reduced
489	Vanguard Personalized Indexing Management Oakland, California	$67.9M	+$7.73M	26	1.09%	Increased
490	CP Cumberland Partners Toronto, Ontario, Canada	$67.5M	+$6.01M	5	4.69%	Increased
491	Engineers Gate Manager New York	$66.9M	-$2.84M	18	1.31%	Reduced
492	Oversea-Chinese Banking Corp (OCBC) Singapore	$66.8M	-$9.44M	7	1.85%	Reduced
493	Vaughan David Investments Peoria, Illinois	$66.6M	-$172K	1	1.53%	Reduced
494	Illinois Municipal Retirement Fund Oak Brook, Illinois	$66.6M	+$2.39M	13	0.95%	Increased
495	D1 Capital Partners New York	$66.2M	+$31.7M	3	1.28%	Increased
496	Ariel Investments Chicago, Illinois	$66M	-$3.73M	1	0.67%	Reduced
497	Jacobs Levy Equity Management Florham Park, New Jersey	$65.8M	-$6.66M	6	0.25%	Reduced
498	Carmignac Gestion Paris, France	$65.8M	+$61.2M	2	1.1%	New
499	Mediolanum International Funds Dublin 1, Ireland	$65.6M	-$271K	8	0.91%	Reduced
500	Chilton Investment Company Stamford, Connecticut	$65.6M	+$20.9M	1	1.72%	Increased