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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$78.1M	+$10.1M	16	1.02%	Increased
552	SG Americas Securities New York	$78M	-$136M	31	0.26%	Reduced
553	Fjarde Ap-fonden Stockholm, Sweden	$77.9M	-$40M	5	0.67%	Reduced
554	SCM SIR Capital Management New York	$77.7M	-$5.07M	6	6.97%	Reduced
555	OAM Ostrum Asset Management Paris, France	$77.7M	-$3.48M	9	3.49%	Reduced
556	Needham Investment Management New York	$77.5M	-$291K	5	5.41%	Reduced
557	Nishkama Capital LLC Dorado, Puerto Rico	$77.3M	+$61.4M	5	1.84%	New
558	Ethic Inc New York	$77.2M	+$881K	20	1.27%	Increased
559	Vinva Investment Management Sydney, Australia	$76.4M	+$5.07M	7	1.49%	Increased
560	Border to Coast Pensions Partnership Leeds, United Kingdom	$76.3M	-$21.5M	2	1.33%	Reduced
561	Heritage Wealth Advisors Richmond, Virginia	$75.7M	-$372K	6	3.31%	Reduced
562	Waratah Capital Advisors Toronto, Ontario, Canada	$75.5M	+$24.7M	7	1.33%	Increased
563	Luther King Capital Management (LKCM) Fort Worth, Texas	$75M	+$43M	8	0.31%	Increased
564	Channing Capital Management Chicago, Illinois	$74.8M	-$28.7M	2	1.97%	Reduced
565	BGM Burkehill Global Management New York	$74.4M	$0	2	4.23%	Maintained
566	Temasek Holdings Singapore	$74.4M	-$55.7M	2	0.26%	Reduced
567	Brinker Capital Investments Berwyn, Pennsylvania	$74.4M	+$4.34M	23	0.58%	Increased
568	Stock Yards Bank & Trust Louisville, Kentucky	$74.3M	+$6.41M	9	2.33%	Increased
569	Mawer Investment Management Calgary, Alberta, Canada	$73.8M	-$94.8K	1	0.38%	Reduced
570	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$73.6M	-$13.5M	2	5.69%	Reduced
571	SIG Senator Investment Group New York	$73.6M	-$19M	3	2.72%	Reduced
572	Guggenheim Capital Chicago, Illinois	$73.6M	-$10.1M	18	0.53%	Reduced
573	VHMC Value Holdings Management Company Hampton Bays, New York	$73.2M	$0	1	11.73%	Maintained
574	SLF Sun Life Financial Toronto, Ontario, Canada	$73.1M	+$1.68M	3	3.73%	Increased
575	ZDA Zweig-DiMenna Associates New York	$73M	+$22.6M	5	5.11%	Increased