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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	Covea Finance Paris, France	$39M	-$9.74M	2	2.13%	Reduced
527	ABN AMRO Investment Solutions Paris Cedex 008,	$38.9M	+$4.7M	4	0.78%	Increased
528	Centiva Capital New York	$38.8M	-$11.7M	10	0.85%	Reduced
529	E Ergoteles New York	$38.8M	+$7.67M	10	1.86%	Increased
530	Brandes Investment Partners La Jolla, California	$38.8M	+$2.29M	1	0.78%	Increased
531	HCM Harspring Capital Management New York	$38.7M	+$30.4M	1	9.62%	Increased
532	LCP LGT Capital Partners Pfaeffikon, Switzerland	$38.7M	-$1.14M	3	1.34%	Reduced
533	Vestcor Inc Fredericton, New Brunswick, Canada	$38.3M	+$9.44M	12	1.4%	Increased
534	River Road Asset Management Louisville, Kentucky	$38M	-$30.2M	2	0.52%	Reduced
535	Jericho Capital Asset Management New York	$37.9M	+$32.9M	1	1.48%	New
536	Maryland State Retirement & Pension System Baltimore, Maryland	$37.9M	+$1.25M	15	0.8%	Increased
537	TIAA FSB Jacksonville, Florida	$37.8M	-$2.33M	5	0.14%	Reduced
538	Brookstone Capital Management Wheaton, Illinois	$37.8M	+$345K	2	0.76%	Increased
539	Gulf International Bank (UK) London, United Kingdom	$37.8M	-$9.92M	8	0.94%	Reduced
540	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$37.7M	+$12.9M	15	0.85%	Increased
541	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$37.5M	-$762K	7	0.94%	Reduced
542	Carson Wealth (CWM LLC) Omaha, Nebraska	$37.5M	-$1.16M	29	0.23%	Reduced
543	South Dakota Investment Council Sioux Falls, South Dakota	$37.2M	-$424K	5	0.77%	Reduced
544	AIA Group Hong Kong	$37.1M	-$3.25M	4	1.79%	Reduced
545	Capital International Inc Los Angeles, California	$37M	-$74.9K	4	0.67%	Reduced
546	Aristotle Atlantic Partners Sarasota, Florida	$36.9M	+$3.95M	2	1.39%	Increased
547	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$36.8M	-$8.4M	1	2.23%	Reduced
548	Atria Investments Charlotte, North Carolina	$36.8M	-$278K	8	0.66%	Reduced
549	Metis Global Partners San Diego, California	$36.7M	+$15.8M	8	1.98%	Increased
550	Norinchukin Bank Tokyo, Japan	$36.4M	+$4.7M	7	0.61%	Increased