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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
501	BUB BBVA USA Bancshares Houston, Texas	$16.8M	-$1.62M	3	0.76%	Reduced
502	Bradley Foster & Sargent Hartford, Connecticut	$16.7M	-$1.6M	2	0.79%	Reduced
503	PFM Parsec Financial Management Asheville, North Carolina	$16.6M	+$571K	1	1.73%	Increased
504	Hancock Whitney Gulfport, Mississippi	$16.5M	+$5.43M	2	0.63%	Increased
505	ZDA Zweig-DiMenna Associates New York	$16.4M	-$2.13M	1	0.71%	Reduced
506	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$16.3M	-$1.07M	3	0.28%	Reduced
507	Andra AP-fonden Goteborg, Sweden	$16.3M	+$3.45M	6	0.38%	Increased
508	Oregon Public Employees Retirement Fund Tigard, Oregon	$16.3M	+$532K	8	0.38%	Increased
509	SIC Schwartz Investment Counsel Plymouth, Michigan	$16.2M	+$4.01M	1	1.07%	Increased
510	TU TDAM USA Toronto, Ontario, Canada	$16.1M	+$1.13M	2	0.68%	Increased
511	ZC Zelman Capital Beachwood, Ohio	$16M	+$14.1M	2	10.44%	New
512	OAM Oxford Asset Management Oxford, United Kingdom	$16M	+$1.78M	4	0.35%	Increased
513	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16M	-$369K	5	0.23%	Reduced
514	People's United Financial Bridgeport, Connecticut	$15.9M	+$379K	3	0.81%	Increased
515	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.8M	-$837K	5	0.67%	Reduced
516	State of Alaska Department of Revenue Juneau, Alaska	$15.8M	+$977K	4	3.27%	Increased
517	SW SVB Wealth Boston, Massachusetts	$15.8M	+$15.6M	5	0.51%	New
518	WesBanco Bank Wheeling, West Virginia	$15.8M	+$294K	5	0.86%	Increased
519	HBK Investments Dallas, Texas	$15.7M	-$2.34M	7	0.19%	Reduced
520	PineBridge Investments New York	$15.7M	+$4.66M	11	0.59%	Increased
521	Aristotle Capital Management Los Angeles, California	$15.6M	+$444K	2	0.2%	Increased
522	NLCM Neon Liberty Capital Management New York	$15.5M	$0	1	17.81%	Maintained
523	TAAM Top Ace Asset Management Hong Kong	$15.5M	+$18.4M	1	23.82%	New
524	Brandywine Global Investment Management Philadelphia, Pennsylvania	$15.4M	+$2.46M	5	0.1%	Increased
525	Commerce Bank Kansas City, Missouri	$15.3M	-$5.89M	3	0.24%	Reduced