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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	JSC J. Stern & Co London, United Kingdom	$67.9M	-$165K	1	6.4%	Reduced
502	Quilter Plc London, United Kingdom	$67.4M	+$6.62M	1	1.33%	Increased
503	Ferguson Wellman Capital Management Portland, Oregon	$67M	+$9.91M	4	1.28%	Increased
504	OMC Oasis Management Company Grand Cayman, Cayman Islands	$66.3M	-$30.1M	2	13.99%	Reduced
505	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$66.3M	$0	1	1.59%	Maintained
506	Aware Super Sydney, Australia	$66.1M	+$71.6M	5	1.05%	New
507	Encompass Capital Advisors New York	$65.9M	-$11.7M	1	2.48%	Reduced
508	Jump Financial Chicago, Illinois	$65.7M	-$6.43M	14	1.37%	Reduced
509	Oppenheimer Asset Management New York	$65.4M	-$628K	17	0.8%	Reduced
510	Badgley Phelps Wealth Managers Seattle, Washington	$64.9M	+$5.55M	6	1.51%	Increased
511	Brandes Investment Partners La Jolla, California	$64.8M	-$14.8M	2	0.72%	Reduced
512	Chilton Investment Company Stamford, Connecticut	$64.5M	-$1.24M	1	1.66%	Reduced
513	BWC Blue Whale Capital London, United Kingdom	$64.4M	-$44.2M	1	4.78%	Reduced
514	LGT Group Foundation Vaduz, Liechtenstein	$64.3M	+$24.2M	4	1%	Increased
515	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$64.2M	+$21.1M	5	5.69%	Increased
516	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$64.1M	+$33.6M	6	0.55%	Increased
517	Vest Financial Mclean, Virginia	$64M	+$8.52M	6	1.13%	Increased
518	Vestcor Inc Fredericton, New Brunswick, Canada	$63.9M	+$2.77M	14	2.12%	Increased
519	Illinois Municipal Retirement Fund Oak Brook, Illinois	$63.7M	+$738K	15	0.9%	Increased
520	Ethic Inc New York	$63.5M	+$11.6M	19	1.28%	Increased
521	J. Safra Sarasin Holding	$63.4M	+$2.29M	10	1.07%	Increased
522	Stonegate Investment Group Birmingham, Alabama	$63.3M	-$311K	4	1.69%	Reduced
523	HM Payson & Co Portland, Maine	$63.2M	+$13M	15	1.07%	Increased
524	Vaughan David Investments Peoria, Illinois	$63.2M	-$3.66M	1	1.49%	Reduced
525	Alpha Cubed Investments Irvine, California	$63M	+$6.75M	3	2.88%	Increased