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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
LM
Lincluden Management
Ontario, Canada
$39.4M -$2.99M 2 4.77% Reduced
527
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$39.1M -$6.19M 5 0.51% Reduced
528
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39M -$4.61M 2 0.95% Reduced
529
AE Wealth Management
AE Wealth Management
Kansas
$38.8M +$28.1K 17 0.23% Increased
530
Holocene Advisors
Holocene Advisors
New York
$38.6M +$22.1M 3 0.17% Increased
531
Vident Advisory
Vident Advisory
Georgia
$38.5M +$45.5M 25 1.19% New
532
Atria Investments
Atria Investments
North Carolina
$38.1M +$2.58M 9 0.68% Increased
533
Stonegate Investment Group
Stonegate Investment Group
Alabama
$38M +$174K 3 1.38% Increased
534
FFM
Fullerton Fund Management
Singapore
$38M -$6.35M 1 2.66% Reduced
535
Tocqueville Asset Management
Tocqueville Asset Management
New York
$37.8M +$2.74M 6 0.72% Increased
536
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$37.8M -$5M 7 0.63% Reduced
537
Junto Capital Management
Junto Capital Management
New York
$37.7M +$40.2M 1 0.89% New
538
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$37.7M -$3.52M 24 0.58% Reduced
539
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.6M -$5.71M 2 0.12% Reduced
540
CCM
Cinctive Capital Management
New York
$37.6M -$17.6M 2 1.86% Reduced
541
Metis Global Partners
Metis Global Partners
California
$37.5M +$2.4M 8 1.81% Increased
542
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$37.5M -$1.9M 30 0.23% Reduced
543
BGC
Blue Grotto Capital
Georgia
$37.4M -$13M 1 8.78% Reduced
544
VHMC
Value Holdings Management Company
New York
$37.4M $0 1 8.25% Maintained
545
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$37.2M +$1.06M 4 0.92% Increased
546
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$37M +$9.14K 15 0.85% Increased
547
Boothbay Fund Management
Boothbay Fund Management
New York
$37M +$14.7M 15 0.88% Increased
548
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$36.7M +$38.4M 5 0.13% New
549
Algert Global
Algert Global
California
$36.6M -$24M 11 1.72% Reduced
550
Beck Mack & Oliver
Beck Mack & Oliver
New York
$36.1M -$1.6M 2 0.94% Reduced
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