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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	Sarasin & Partners London, United Kingdom	$91.7M	-$6.59M	1	1.12%	Reduced
552	Border to Coast Pensions Partnership Leeds, United Kingdom	$91.6M	+$4.81M	3	1.55%	Increased
553	Erste Asset Management Vienna, Austria	$91.1M	+$45.5M	11	0.84%	Increased
554	Jump Financial Chicago, Illinois	$91M	-$54.8M	27	1.21%	Reduced
555	VAM Vert Asset Management Sausalito, California	$90.9M	-$807K	4	28.86%	Reduced
556	BIC B&I Capital Zurich, Switzerland	$90.3M	+$5.53M	4	30.71%	Increased
557	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$90.1M	+$9.44M	11	0.71%	Increased
558	Nicholas Company Milwaukee, Wisconsin	$90M	+$15M	4	1.77%	Increased
559	Saturna Capital Bellingham, Washington	$89.6M	-$776K	8	1.26%	Reduced
560	LMR Partners London, United Kingdom	$89.2M	-$7.92M	17	0.2%	Reduced
561	LBIM Land & Buildings Investment Management Stamford, Connecticut	$89.2M	+$14.7M	3	15.08%	Increased
562	Crossmark Global Holdings Houston, Texas	$88.9M	+$9.17M	17	1.31%	Increased
563	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$88.9M	+$271K	3	4.31%	Increased
564	Americana Partners Houston, Texas	$88.8M	+$3.81M	7	2.31%	Increased
565	BOK Financial Tulsa, Oklahoma	$88.6M	-$1.61M	10	1.35%	Reduced
566	Ancora Advisors Cleveland, Ohio	$88.3M	-$6.53M	22	1.88%	Reduced
567	Guggenheim Capital Chicago, Illinois	$88.1M	-$8.77M	22	0.68%	Reduced
568	Liontrust Investment Partners London, United Kingdom	$87.8M	-$12.5M	4	1.5%	Reduced
569	SC Styrax Capital New York	$87.7M	-$10.1M	1	6.13%	Reduced
570	AHC Adell Harriman & Carpenter Houston, Texas	$87.3M	+$2.04M	5	5.33%	Increased
571	DC Dendur Capital New York	$87M	+$70.7M	2	6.38%	Increased
572	HM Payson & Co Portland, Maine	$87M	-$14.8M	17	1.25%	Reduced
573	Gateway Investment Advisers Cincinnati, Ohio	$86.6M	-$1.11M	15	0.97%	Reduced
574	SFG Sather Financial Group Victoria, Texas	$86.6M	+$376K	2	5.32%	Increased
575	AssetMark Inc Concord, California	$86.4M	+$5.77M	29	0.18%	Increased