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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	FAS Formuepleje A/S Aarhus C, Denmark	$36.3M	+$2.34M	1	2.66%	Increased
527	Gotham Asset Management New York	$36.1M	+$8.53M	14	0.87%	Increased
528	PM Pembroke Management Montreal, Quebec, Canada	$36M	-$2.47M	2	3.93%	Reduced
529	South Dakota Investment Council Sioux Falls, South Dakota	$36M	$0	5	0.77%	Maintained
530	Boston Trust Walden Boston, Massachusetts	$35.8M	+$854K	3	0.31%	Increased
531	Erste Asset Management Vienna, Austria	$35.5M	+$2.02M	4	0.68%	Increased
532	Penserra Capital Management Orinda, California	$35.4M	+$2.61M	15	0.73%	Increased
533	Vaughan David Investments Peoria, Illinois	$35.4M	+$464K	1	1.07%	Increased
534	Crossmark Global Holdings Houston, Texas	$35.3M	+$1.84M	14	0.83%	Increased
535	Axiom Investors Greenwich, Connecticut	$35M	+$609K	1	0.58%	Increased
536	Steward Partners Investment Advisory New York	$35M	-$2.3M	20	0.56%	Reduced
537	Dana Investment Advisors Waukesha, Wisconsin	$34.8M	+$171K	5	1.77%	Increased
538	Atria Investments Charlotte, North Carolina	$34.6M	+$4.55M	10	0.66%	Increased
539	Carson Wealth (CWM LLC) Omaha, Nebraska	$34M	+$1.85M	32	0.23%	Increased
540	HIM HughesLittle Investment Management Vancouver,	$34M	$0	1	10.33%	Maintained
541	Capital International Inc Los Angeles, California	$33.9M	-$12M	3	0.68%	Reduced
542	WorldQuant Millennium Advisors New York	$33.9M	+$16.4M	4	0.63%	Increased
543	Maryland State Retirement & Pension System Baltimore, Maryland	$33.9M	-$27.7K	13	0.76%	Reduced
544	Blackstone Inc New York	$33.7M	$0	1	0.14%	Maintained
545	Aristotle Atlantic Partners Sarasota, Florida	$33.6M	+$63.3K	2	1.73%	Increased
546	CC Conversant Capital Summit, New Jersey	$33.6M	+$4.39M	1	8.57%	Increased
547	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$33.4M	+$3.83M	7	0.9%	Increased
548	Carnegie Investment Counsel Pepper Pike, Ohio	$33.4M	+$1.28M	4	1.33%	Increased
549	ZIG Zuckerman Investment Group Chicago, Illinois	$33.2M	-$210K	1	5.04%	Reduced
550	Brookstone Capital Management Wheaton, Illinois	$33.2M	+$3.62M	3	0.65%	Increased