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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	SAM Scopus Asset Management New York	$40.5M	-$50.1M	3	1%	Reduced
502	Aristotle Atlantic Partners Sarasota, Florida	$40.4M	+$253K	2	2.5%	Increased
503	South Dakota Investment Council Sioux Falls, South Dakota	$40.3M	+$25.3M	4	0.8%	Increased
504	DCM Dupont Capital Management Wilmington, Delaware	$39.9M	-$9.76M	14	1.61%	Reduced
505	LGT Group Foundation Vaduz, Liechtenstein	$39.9M	+$16M	4	0.93%	Increased
506	GIM Grassi Investment Management Santa Clara, California	$39.8M	+$311K	2	4.16%	Increased
507	AHC Adell Harriman & Carpenter Houston, Texas	$39.3M	+$633K	5	3.82%	Increased
508	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$39.1M	+$37.6M	3	1.38%	New
509	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$39M	-$536K	3	1.5%	Reduced
510	L1 Capital Melbourne VIC 3000, Australia	$38.8M	-$13.1M	1	4.7%	Reduced
511	AE Wealth Management Topeka, Kansas	$38.2M	+$2.67M	11	0.26%	Increased
512	Vident Investment Advisory Alpharetta, Georgia	$37.9M	-$1.74M	22	0.99%	Reduced
513	AIA Group Hong Kong	$37.8M	+$3.58M	7	1.65%	Increased
514	Dana Investment Advisors Waukesha, Wisconsin	$37.8M	+$2.98M	5	1.74%	Increased
515	MFAM Motley Fool Asset Management Alexandria, Virginia	$37.8M	-$2.38M	3	2.77%	Reduced
516	TCM Tributary Capital Management Omaha, Nebraska	$37.8M	+$11.7M	4	2.98%	Increased
517	Norinchukin Bank Tokyo, Japan	$37.7M	+$2.12M	8	0.5%	Increased
518	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$37.7M	-$9.88M	13	0.73%	Reduced
519	Hancock Whitney Gulfport, Mississippi	$37.6M	-$4.4M	6	1.28%	Reduced
520	Alyeska Investment Group Chicago, Illinois	$37.5M	-$132M	1	0.41%	Reduced
521	MLICM Metropolitan Life Insurance Company (MetLife) New York	$37.2M	-$33.7M	19	1.33%	Reduced
522	SW SVB Wealth Boston, Massachusetts	$36.9M	+$2.49M	10	0.49%	Increased
523	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$36.7M	-$18.2M	5	17.5%	Reduced
524	TM THRC Management Cisco, Texas	$36.3M	+$4.42M	1	5.73%	Increased
525	Tiedemann Advisors New York	$36.1M	-$2.79M	2	1.83%	Reduced