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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	&Partners Nashville, Tennessee	$67.7M	+$19.5M	16	0.72%	Increased
477	AHC Adell Harriman & Carpenter Houston, Texas	$67.5M	+$79.9K	5	5.08%	Increased
478	NewEdge Advisors New Orleans, Louisiana	$67.5M	-$2.54M	30	0.4%	Reduced
479	Reinhart Partners Mequon, Wisconsin	$67.2M	+$56.3M	1	2.45%	Increased
480	Group One Trading Chicago, Illinois	$67M	-$14M	18	0.19%	Reduced
481	Stonegate Investment Group Birmingham, Alabama	$66.7M	+$668K	4	1.78%	Increased
482	ASR Vermogensbeheer Utrecht, Netherlands	$66.1M	+$73.3M	10	0.98%	New
483	Harding Loevner Bridgewater, New Jersey	$65.9M	+$3.95M	1	0.51%	Increased
484	Marex Group London,	$65.8M	+$33M	10	1.26%	Increased
485	Vest Financial Mclean, Virginia	$65.8M	+$7.55M	6	1.02%	Increased
486	OFI Invest Asset Management Paris, France	$65.7M	+$43M	4	1.73%	Increased
487	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$65.4M	+$1.33M	2	3.25%	Increased
488	Mediolanum International Funds Dublin 1, Ireland	$65M	-$12.3M	7	0.9%	Reduced
489	SLF Sun Life Financial Toronto, Ontario, Canada	$64.4M	+$1.62M	3	4.08%	Increased
490	Quilter Plc London, United Kingdom	$64.2M	+$6.53M	1	1.33%	Increased
491	Capital Advisors Inc Tulsa, Oklahoma	$64.1M	+$1.14M	4	1.28%	Increased
492	Fiera Capital (Canada) Montreal, Quebec, Canada	$64M	-$18.2M	6	0.23%	Reduced
493	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$63.7M	-$4.01M	6	0.67%	Reduced
494	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$63.4M	+$7.12M	3	7.03%	Increased
495	ExodusPoint Capital Management New York	$63.1M	-$56.3M	13	0.62%	Reduced
496	New York Life Investment Management New York	$63M	-$125K	10	0.64%	Reduced
497	RG Renaissance Group Covington, Kentucky	$63M	+$20.1M	4	2.78%	Increased
498	PHK Point72 Hong Kong Hong Kong	$61.7M	+$55.7M	7	3.93%	Increased
499	Envestnet Portfolio Solutions Chicago, Illinois	$61.1M	-$16.4M	15	0.23%	Reduced
500	Vanguard Personalized Indexing Management Oakland, California	$61M	+$3.49M	24	0.9%	Increased