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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	IFM Investors Melbourne, Australia	$40.3M	-$420K	6	0.74%	Reduced
552	LM Lincluden Management Mississauga, Ontario, Canada	$40.3M	+$1.32M	2	3.68%	Increased
553	LR Library Research Hong Kong	$40.1M	-$5.51M	1	25.69%	Reduced
554	BIC B&I Capital Zurich, Switzerland	$40M	-$4.21M	2	9.53%	Reduced
555	NP NS Partners London, United Kingdom	$39.9M	+$4.74M	2	1.87%	Increased
556	Bridgewater Associates Westport, Connecticut	$39.8M	+$11.3M	8	0.23%	Increased
557	Private Advisor Group Morristown, New Jersey	$39.8M	-$14.1M	12	0.3%	Reduced
558	Artemis Investment Management Edinburgh, United Kingdom	$39.7M	-$43.9M	2	0.29%	Reduced
559	LFDLE La Financiere de L'Echiquier Paris, France	$39.6M	+$8.72M	2	1.33%	Increased
560	UBV United Bank (Virginia) Vienna, Virginia	$39.5M	-$697K	3	4.86%	Reduced
561	First National Trust Hermitage, Pennsylvania	$39.2M	+$1.27M	5	2.06%	Increased
562	Norinchukin Bank Tokyo, Japan	$39.1M	+$307K	9	0.49%	Increased
563	SW SVB Wealth Boston, Massachusetts	$38.7M	-$2.78M	10	0.63%	Reduced
564	AE Wealth Management Topeka, Kansas	$38.7M	+$4.46M	11	0.27%	Increased
565	TIAA FSB Jacksonville, Florida	$38.6M	+$708K	5	0.13%	Increased
566	Snyder Capital Management San Francisco, California	$38.5M	-$4.8K	1	0.93%	Reduced
567	Vestcor Inc Fredericton, New Brunswick, Canada	$38.4M	-$1.43M	11	1.35%	Reduced
568	MTC McDaniel Terry & Co Austin, Texas	$38.3M	+$564K	1	3.84%	Increased
569	EULAV Asset Management Sarasota, Florida	$38.3M	+$2.06K	3	0.97%	Increased
570	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$38.3M	-$858K	1	1.23%	Reduced
571	Gateway Investment Advisers Cincinnati, Ohio	$38.1M	-$155K	5	0.36%	Reduced
572	Xponance Philadelphia, Pennsylvania	$38.1M	+$5.09M	14	0.6%	Increased
573	SOAMC Spirit of America Management Corp Syosset, New York	$38M	+$498K	5	7.64%	Increased
574	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$38M	+$1.3M	3	2.72%	Increased
575	SCP Sandhill Capital Partners Buffalo, New York	$37.8M	+$460K	1	2.94%	Increased