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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	Pendal Group Sydney, Australia	$34.7M	-$13.2M	9	0.34%	Reduced
527	OA Oak Associates Akron, Ohio	$34.2M	+$759K	3	2.02%	Increased
528	Qube Research & Technologies (QRT) London, United Kingdom	$34M	+$10.6M	13	0.54%	Increased
529	YCMGA York Capital Management Global Advisors New York	$33.9M	+$7.72M	2	4.88%	Increased
530	KCM Kingdon Capital Management New York	$33.9M	-$13.9M	2	3.46%	Reduced
531	Weiss Asset Management Boston, Massachusetts	$33.6M	+$30.8M	7	0.91%	Increased
532	ST Sabal Trust St. Petersburg, Florida	$33.5M	+$544K	1	2.49%	Increased
533	MUFG Securities (Canada) New York	$33.2M	+$14.1K	1	1.93%	Increased
534	Clal Insurance Tel-Aviv, Israel	$32.8M	+$8.91M	4	0.38%	Increased
535	MFAM Motley Fool Asset Management Alexandria, Virginia	$32.8M	+$4.12M	2	2.36%	Increased
536	MIM Manitou Investment Management Toronto, Ontario, Canada	$32.6M	+$548K	1	6.23%	Increased
537	Rathbones Group Liverpool, United Kingdom	$32.2M	+$6.11M	3	0.41%	Increased
538	OP Oslo Pensjonsforsikring Oslo,	$32.1M	+$29.5M	1	4.71%	New
539	BM Bridger Management New York	$32M	-$6.47M	1	2.99%	Reduced
540	NIMI Natixis Investment Managers International Paris, France	$31.9M	+$3.05M	4	2.18%	Increased
541	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.9M	+$1.49M	7	0.84%	Increased
542	RCW Rheos Capital Works Tokyo, Japan	$31.8M	+$12M	3	2.11%	Increased
543	Ancora Advisors Cleveland, Ohio	$31.8M	-$1.68M	12	0.88%	Reduced
544	MML Investors Services Springfield, Massachusetts	$31.7M	+$3.16M	13	0.3%	Increased
545	NCA Newbrook Capital Advisors New York	$31.7M	+$9.96M	1	2.17%	Increased
546	ACP Atalan Capital Partners New York	$31.6M	+$38.9M	1	2.16%	New
547	Dana Investment Advisors Waukesha, Wisconsin	$31.5M	-$214K	4	1.45%	Reduced
548	Fort Washington Investment Advisors Cincinnati, Ohio	$31.4M	+$2.19M	8	0.3%	Increased
549	Country Trust Bank Bloomington, Illinois	$31.2M	+$1.45M	3	1%	Increased
550	Nicholas Company Milwaukee, Wisconsin	$31.1M	+$3.16M	4	0.58%	Increased