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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	Wealthfront Advisers Palo Alto, California	$35.9M	+$2.58M	8	0.15%	Increased
552	Covea Finance Paris, France	$35.8M	$0	2	2.02%	Maintained
553	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$35.6M	-$2.48M	7	0.92%	Reduced
554	South Dakota Investment Council Sioux Falls, South Dakota	$35.6M	-$122K	5	0.81%	Reduced
555	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$35.5M	-$134K	13	0.82%	Reduced
556	Kestra Advisory Services Austin, Texas	$35.3M	+$3.96M	10	0.35%	Increased
557	Boston Trust Walden Boston, Massachusetts	$35.2M	+$2.12M	3	0.3%	Increased
558	Quadrature Capital London, United Kingdom	$35.2M	+$31.7M	10	0.72%	Increased
559	Sabal Trust St. Petersburg, Florida	$35.1M	-$1.1M	2	2.35%	Reduced
560	Third Avenue Management New York	$35M	-$3.43M	3	5.87%	Reduced
561	LGT Capital Partners Pfaeffikon, Switzerland	$34.7M	-$2.3M	3	1.25%	Reduced
562	Oslo Pensjonsforsikring Oslo,	$34.7M	$0	1	6.13%	Maintained
563	NewEdge Advisors New Orleans, Louisiana	$34.6M	+$4.16M	25	0.38%	Increased
564	Verition Fund Management Greenwich, Connecticut	$34.6M	+$688K	19	0.4%	Increased
565	Ferguson Wellman Capital Management Portland, Oregon	$34.5M	+$966K	5	0.85%	Increased
566	Adams Diversified Equity Fund Baltimore, Maryland	$34.5M	$0	2	1.47%	Maintained
567	Greenhouse Funds Baltimore, Maryland	$34.2M	-$10M	1	2.53%	Reduced
568	Axiom Investors Greenwich, Connecticut	$34.1M	+$2.61M	2	0.49%	Increased
569	Delta Asset Management Memphis, Tennessee	$34M	-$88.8K	9	3.54%	Reduced
570	Ethic Inc New York	$34M	+$3.44M	14	1.19%	Increased
571	WCM Investment Management Laguna Beach, California	$33.8M	-$231K	3	0.1%	Reduced
572	TCM Tekne Capital Management New York	$33.8M	+$9.9M	1	12.47%	Increased
573	Pathstone Family Office Englewood, New Jersey	$33.7M	+$15M	14	0.26%	Increased
574	LCG Lisanti Capital Growth New York	$33.6M	+$20.2M	5	5.31%	Increased
575	Aristotle Atlantic Partners Sarasota, Florida	$33.3M	-$577K	1	1.33%	Reduced