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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
801	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.7M	-$46.7K	2	0.16%	Reduced
802	BSPF British Steel Pension Fund London, United Kingdom	$8.68M	$0	1	1.56%	Maintained
803	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$8.67M	+$587K	1	0.59%	Increased
804	Achmea Investment Management Zeist, Netherlands	$8.66M	-$10.7M	3	0.34%	Reduced
805	GAM Griffin Asset Management New York	$8.63M	+$701K	6	1.34%	Increased
806	S Seeyond Paris, France	$8.61M	-$399K	5	0.9%	Reduced
807	Oberweis Asset Management Lisle, Illinois	$8.53M	-$403K	3	1.93%	Reduced
808	FL Fort LP Chevy Chase, Maryland	$8.46M	+$116K	4	1.58%	Increased
809	ECAU Everett Capital Advisors (UK) London, United Kingdom	$8.45M	-$9.11M	1	1.37%	Reduced
810	CC Caldera Capital Dallas, Texas	$8.42M	-$2.3M	1	4.84%	Reduced
811	BCM Brasada Capital Management Houston, Texas	$8.37M	-$1.35M	4	2.24%	Reduced
812	ETrade Capital Management Arlington, Virginia	$8.37M	-$2.98M	11	0.21%	Reduced
813	Erste Asset Management Vienna, Austria	$8.36M	+$101K	4	0.45%	Increased
814	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.35M	+$43.2K	1	0.89%	Increased
815	TCCM Timber Creek Capital Management Boston, Massachusetts	$8.34M	-$1.88K	1	5.34%	Reduced
816	ExodusPoint Capital Management New York	$8.33M	+$2.16M	10	0.29%	Increased
817	WGA Weather Gauge Advisory Williamsburg, Virginia	$8.27M	-$19.9K	2	7.74%	Reduced
818	AA Apriem Advisors Irvine, California	$8.26M	-$421K	1	1.83%	Reduced
819	TA Teton Advisors Rye, New York	$8.25M	+$638K	5	0.84%	Increased
820	VWM Venturi Wealth Management Austin, Texas	$8.23M	-$5.47K	3	1.06%	Reduced
821	Ingalls & Snyder LLC New York	$8.22M	-$305K	4	0.4%	Reduced
822	Capital International Sarl Los Angeles, California	$8.14M	-$4.26M	3	1.4%	Reduced
823	Marshall Wace Asia Central, Hong Kong	$8.13M	+$6.48M	1	0.19%	Increased
824	Locust Wood Capital Advisers New York	$8.12M	$0	1	0.69%	Maintained
825	Chartwell Investment Partners Berywn, Pennsylvania	$8.12M	-$24.4K	1	0.27%	Reduced