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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	RIM Ranger Investment Management Dallas, Texas	$98.8M	+$22.1M	5	7.15%	Increased
527	Ethic Inc New York	$98.6M	+$12.3M	20	1.54%	Increased
528	ECM Engle Capital Management Greenwich, Connecticut	$98.5M	+$83.5M	7	33.57%	Increased
529	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$98.4M	+$71.9M	1	3.56%	Increased
530	Crawford Investment Counsel Atlanta, Georgia	$98.1M	-$24.7M	7	1.67%	Reduced
531	DF Dent & Co Baltimore, Maryland	$98M	-$42.4M	4	1.88%	Reduced
532	MN Services Vermogensbeheer The Hague, Netherlands	$97.8M	-$427K	4	0.65%	Reduced
533	Wealthfront Advisers Palo Alto, California	$97.8M	+$11M	16	0.21%	Increased
534	Oregon Public Employees Retirement Fund Tigard, Oregon	$97.5M	+$10M	17	1.29%	Increased
535	Vestcor Inc Fredericton, New Brunswick, Canada	$97.2M	+$12M	19	2.67%	Increased
536	Two Seas Capital Rye, New York	$96.3M	+$7.7M	4	1.35%	Increased
537	Advisors Asset Management Monument, Colorado	$96.2M	-$1.9M	24	1.6%	Reduced
538	R.M. Davis Inc Portland, Maine	$95.9M	-$910K	6	1.7%	Reduced
539	Andra AP-fonden Goteborg, Sweden	$95.5M	-$12.8M	11	1.14%	Reduced
540	ASR Vermogensbeheer Utrecht, Netherlands	$95.2M	+$2.58M	12	1.12%	Increased
541	NA Navellier & Associates Reno, Nevada	$94M	+$6.71M	10	9.8%	Increased
542	Sterling Capital Management Charlotte, North Carolina	$93.9M	+$45.7M	33	1.78%	Increased
543	Cullen/Frost Bankers San Antonio, Texas	$93.6M	+$1.95M	18	1.06%	Increased
544	Oppenheimer & Co New York	$93.1M	-$1.27M	19	1.13%	Reduced
545	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$93.1M	+$103K	13	0.71%	Increased
546	New York Life Investment Management New York	$92.4M	+$20M	14	0.78%	Increased
547	INTECH Investment Management West Palm Beach, Florida	$92.3M	-$30M	25	0.91%	Reduced
548	ARAM Ardmore Road Asset Management New York	$92.1M	+$41.8M	3	6.06%	Increased
549	Walleye Trading New York	$92M	+$56.4M	14	0.15%	Increased
550	Aviso Financial Toronto, Ontario, Canada	$92M	+$1.73M	3	3.27%	Increased