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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
551	ANI American National Insurance Galveston, Texas	$15.2M	-$7.26M	3	0.89%	Reduced
552	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.1M	-$1.19M	10	0.72%	Reduced
553	CQS Credential Qtrade Securities Vancouver,	$15.1M	+$3.96M	6	3.31%	Increased
554	Kovitz Investment Group Partners Chicago, Illinois	$15.1M	+$16.1M	2	0.6%	New
555	Capital Guardian Trust Los Angeles, California	$15M	-$2.84M	4	0.24%	Reduced
556	Oppenheimer & Co New York	$14.9M	+$619K	12	0.47%	Increased
557	Arrowstreet Capital Boston, Massachusetts	$14.9M	+$9.86M	6	0.04%	Increased
558	IA Icon Advisers Greenwood Village, Colorado	$14.9M	+$5.94M	2	1.57%	Increased
559	PFC Phocas Financial Corp Alameda, California	$14.9M	+$685K	4	1.6%	Increased
560	Adams Diversified Equity Fund Baltimore, Maryland	$14.8M	-$1.37M	5	0.91%	Reduced
561	DG Delek Group Herzliya, Israel	$14.8M	+$144K	2	0.67%	Increased
562	FIG Fortress Investment Group New York	$14.7M	$0	1	1.79%	Maintained
563	Sculptor Capital New York	$14.7M	-$204K	1	0.1%	Reduced
564	Voloridge Investment Management Jupiter, Florida	$14.7M	-$12.5M	5	0.67%	Reduced
565	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$14.6M	-$14.9M	1	0.68%	Reduced
566	Allstate Corporation Northbrook, Illinois	$14.6M	+$15.8M	5	0.48%	New
567	Crossmark Global Holdings Houston, Texas	$14.5M	-$4.05M	12	0.45%	Reduced
568	Vident Investment Advisory Alpharetta, Georgia	$14.5M	+$985K	9	0.81%	Increased
569	Quantbot Technologies New York	$14.4M	+$734K	10	1.41%	Increased
570	Element Capital Management New York	$14.3M	-$38.6M	5	0.41%	Reduced
571	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.2M	-$1.54M	14	0.81%	Reduced
572	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.2M	+$78.1K	1	1.64%	Increased
573	Nippon Life Global Investors Americas New York	$14.2M	+$2.54M	2	1.23%	Increased
574	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.2M	+$763K	1	1.58%	Increased
575	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.2M	-$1.68M	1	4.24%	Reduced