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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
751	TIAA Wealth Investment Management New York	$67.1M	+$4.7M	9	0.45%	Increased
752	Norinchukin Bank Tokyo, Japan	$67.1M	+$4.85M	11	0.65%	Increased
753	SC Sagefield Capital Dallas, Texas	$67M	-$4.93M	3	4.97%	Reduced
754	OBAM ODDO BHF Asset Management Paris, France	$66.8M	+$12.8M	6	3.09%	Increased
755	JLBC J.L. Bainbridge & Co Sarasota, Florida	$66.8M	-$721K	2	5.26%	Reduced
756	Ritholtz Wealth Management New York	$66.5M	+$4.09M	20	0.99%	Increased
757	Madison Asset Management Madison, Wisconsin	$66.4M	-$2.21M	5	0.79%	Reduced
758	Integrated Wealth Concepts Waltham, Massachusetts	$66.3M	+$12.8M	29	0.43%	Increased
759	HP Highlander Partners Dallas, Texas	$66.2M	-$20.9M	1	22.17%	Reduced
760	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$66.1M	+$44.6M	10	3.51%	Increased
761	HIM HughesLittle Investment Management Vancouver,	$65.9M	+$260K	1	11.42%	Increased
762	SCM SIR Capital Management New York	$65.9M	+$1.44M	8	7.57%	Increased
763	GIP Granite Investment Partners El Segundo, California	$65.8M	-$11.2M	4	3.37%	Reduced
764	Sapient Capital Indianapolis, Indiana	$65.7M	+$4.39M	6	0.86%	Increased
765	XN LP New York	$65.4M	-$79.2M	1	1.72%	Reduced
766	AQR Arbitrage Greenwich, Connecticut	$65.3M	+$4M	1	0.93%	Increased
767	Dana Investment Advisors Waukesha, Wisconsin	$65.1M	-$7.26M	9	1.69%	Reduced
768	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$64.9M	-$2.08M	4	4.81%	Reduced
769	Maryland State Retirement & Pension System Baltimore, Maryland	$64.8M	+$9.57M	23	1.11%	Increased
770	HC Henshaw Capital Woburn, Massachusetts	$64.6M	-$436K	2	2.1%	Reduced
771	WhitTier Trust Company Reno, Nevada	$64.6M	+$555K	17	1.21%	Increased
772	KCL KR Capital LP New York City, New York	$64.3M	+$34.8M	4	6.38%	Increased
773	CCP Clough Capital Partners Boston, Massachusetts	$64.2M	+$10.8M	6	5.23%	Increased
774	GGHC Gilder Gagnon Howe & Co New York	$64.1M	+$6.82M	7	0.66%	Increased
775	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$64.1M	+$28.9M	2	0.42%	Increased