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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	Tudor Investment Corp Stamford, Connecticut	$40.9M	+$863K	16	0.77%	Increased
502	Vestcor Inc Fredericton, New Brunswick, Canada	$40.8M	-$7.12M	11	1.38%	Reduced
503	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$40.7M	+$10.9M	5	2.11%	Increased
504	OP Oslo Pensjonsforsikring Oslo,	$40.6M	+$4.62M	1	5.35%	Increased
505	Cullen/Frost Bankers San Antonio, Texas	$40.6M	-$490K	9	0.81%	Reduced
506	JAM JLP Asset Management New York	$40.3M	+$585K	3	21.66%	Increased
507	ESBC E.S. Barr & Co Lexington, Kentucky	$40M	-$955K	1	2.88%	Reduced
508	PineBridge Investments New York	$39.8M	-$26.2M	8	0.46%	Reduced
509	MSL Mackay Shields LLC New York	$39.7M	-$25.8M	6	0.37%	Reduced
510	GLCM Greenlea Lane Capital Management Weston, Connecticut	$39.7M	-$10.2M	1	11.92%	Reduced
511	KM Kylin Management New York	$39.6M	-$15M	1	16.1%	Reduced
512	Snyder Capital Management San Francisco, California	$39.6M	+$37.2M	1	1.11%	New
513	RIG Roosevelt Investment Group New York	$39.2M	+$9.73M	4	2.36%	Increased
514	Signature Estate & Investment Advisors Los Angeles, California	$39M	-$227K	1	1.75%	Reduced
515	Rathbones Group Liverpool, United Kingdom	$38.6M	+$967K	3	0.43%	Increased
516	QS Investors New York	$38.6M	-$296K	9	0.46%	Reduced
517	LFDLE La Financiere de L'Echiquier Paris, France	$38.5M	+$1.77M	2	1.47%	Increased
518	Waratah Capital Advisors Toronto, Ontario, Canada	$38.3M	+$4.2M	2	0.54%	Increased
519	MFAM Motley Fool Asset Management Alexandria, Virginia	$38.3M	+$72.7K	2	2.53%	Increased
520	MUFG Securities (Canada) New York	$38.2M	-$209K	1	1.84%	Reduced
521	LM Lincluden Management Mississauga, Ontario, Canada	$38.1M	-$5.27M	2	3.66%	Reduced
522	SC Sasco Capital Fairfield, Connecticut	$37.7M	-$2.6M	1	4.45%	Reduced
523	ST Sabal Trust St. Petersburg, Florida	$37.5M	-$230K	1	2.71%	Reduced
524	MML Investors Services Springfield, Massachusetts	$37.4M	+$1.87M	14	0.31%	Increased
525	OA Oak Associates Akron, Ohio	$36.8M	+$378K	3	2.08%	Increased