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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
526	LPU Lansdowne Partners (UK) London, United Kingdom	$16.5M	-$781K	1	0.24%	Reduced
527	CT Cambridge Trust Cambridge, Massachusetts	$16.4M	+$3.76M	1	1.13%	Increased
528	RCM Riverpark Capital Management New York	$16.4M	+$85.7K	1	3.75%	Increased
529	LBIM Land & Buildings Investment Management Stamford, Connecticut	$16.3M	+$6.09M	1	4.52%	Increased
530	Polar Asset Management Partners Toronto, Ontario, Canada	$16.3M	+$374K	1	0.32%	Increased
531	PM Pembroke Management Montreal, Quebec, Canada	$16.3M	-$2.75M	1	2.22%	Reduced
532	Ladenburg Thalmann Financial Services Miami, Florida	$16.3M	+$1.24M	28	0.15%	Increased
533	SOAMC Spirit of America Management Corp Syosset, New York	$16.2M	+$250K	4	2.56%	Increased
534	Anchor Capital Advisors Boston, Massachusetts	$16.2M	-$597K	3	0.66%	Reduced
535	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$16.2M	-$18.1M	3	1.81%	Reduced
536	ELI Empire Life Investments Toronto, Ontario, Canada	$16.1M	+$11.3M	1	1.45%	Increased
537	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$16.1M	+$1.65M	5	3.19%	Increased
538	Candriam SCA Strassen, Luxembourg, Luxembourg	$16M	-$3.65M	5	0.25%	Reduced
539	DI Dalton Investments Las Vegas, Nevada	$16M	+$1.78M	2	8.6%	Increased
540	HIM HGC Investment Management Toronto, Ontario, Canada	$16M	+$6.55M	2	3.86%	Increased
541	MNBTD Moody National Bank Trust Division Galveston, Texas	$16M	-$7.48M	8	0.45%	Reduced
542	Första AP-fonden Stockholm, Sweden	$16M	-$6.4M	7	0.76%	Reduced
543	Personal Capital Advisors Redwood City, California	$15.9M	-$174K	2	0.21%	Reduced
544	RI Redwood Investments Boston, Massachusetts	$15.9M	+$2.84M	1	1.49%	Increased
545	Perpetual Ltd Sydney, New South Wales, Australia	$15.8M	+$907K	3	2.37%	Increased
546	Cullen/Frost Bankers San Antonio, Texas	$15.7M	-$1.85M	3	0.59%	Reduced
547	MTC McDaniel Terry & Co Austin, Texas	$15.6M	-$110K	1	3.02%	Reduced
548	Conning Inc Hartford, Connecticut	$15.5M	+$5.7K	6	0.53%	Increased
549	RA RMR Advisors Newton, Massachusetts	$15.4M	+$1.09M	5	6.36%	Increased
550	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.4M	+$32.5K	5	0.63%	Increased