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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	F.L. Putnam Investment Management Lynnfield, Massachusetts	$60.8M	+$13.8M	9	1.09%	Increased
527	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$60.1M	-$35M	5	4.99%	Reduced
528	AACA American Assets Capital Advisers San Diego, California	$59.9M	-$9.43M	5	18.4%	Reduced
529	ABN AMRO Investment Solutions Paris Cedex 008,	$59.9M	+$1.95M	8	1.05%	Increased
530	Trexquant Investment Stamford, Connecticut	$59.6M	-$16.3M	7	0.75%	Reduced
531	AssetMark Inc Concord, California	$59.3M	+$5.83M	18	0.17%	Increased
532	Wealthfront Advisers Palo Alto, California	$58.8M	+$1.02M	10	0.18%	Increased
533	Sachem Head Capital Management New York	$57.6M	+$24.7M	1	3.02%	Increased
534	SONA Asset Management (US) New York	$57.4M	+$46.4M	3	1.31%	New
535	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$57.4M	+$15M	10	1%	Increased
536	United Capital Financial Advisors Irving, Texas	$57.3M	+$632K	12	0.47%	Increased
537	DFO Duquesne Family Office New York	$57.1M	+$1.17M	3	1.94%	Increased
538	Quilter Plc London, United Kingdom	$57.1M	+$5.25M	1	1.17%	Increased
539	Ferguson Wellman Capital Management Portland, Oregon	$57M	-$8.64M	4	1.1%	Reduced
540	Vest Financial Mclean, Virginia	$56.8M	+$5.23M	4	1.09%	Increased
541	Stock Yards Bank & Trust Louisville, Kentucky	$56.7M	-$3.65M	7	1.82%	Reduced
542	AIA Group Hong Kong	$56.6M	+$2.72M	4	1.46%	Increased
543	J. Safra Sarasin Holding	$56.2M	-$3.34M	10	0.98%	Reduced
544	Blackstone Inc New York	$56.1M	-$38.7M	2	0.24%	Reduced
545	Zurich Insurance Group Zurich, Switzerland	$56M	-$2.76M	2	0.47%	Reduced
546	CIA CCM Investment Advisers Columbia, South Carolina	$55.9M	+$14.2M	4	6.23%	Increased
547	VCP Varenne Capital Partners Paris, France	$55.7M	+$50.2M	1	10.67%	Increased
548	RCM Ratan Capital Management Miami Beach, Florida	$55.4M	-$616K	1	14.94%	Reduced
549	Emerald Advisers Leola, Pennsylvania	$55.2M	+$989K	4	2.14%	Increased
550	BFM Blacksheep Fund Management Co. Dublin, Ireland	$55.2M	-$27.9M	1	50.84%	Reduced