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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
226	Thornburg Investment Management Santa Fe, New Mexico	$85.5M	-$20.6M	1	0.43%	Reduced
227	ACM Atlanta Capital Management Atlanta, Georgia	$85.5M	-$3.61M	2	0.59%	Reduced
228	Factory Mutual Insurance Waltham, Massachusetts	$83.6M	+$3.55M	2	1.13%	Increased
229	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$83.4M	-$1.17M	11	0.48%	Reduced
230	Confluence Investment Management St. Louis, Missouri	$83.4M	+$3.95M	2	3.4%	Increased
231	Fenimore Asset Management Cobleskill, New York	$83.2M	-$814K	2	4.23%	Reduced
232	ACI AMP Capital Investors Sydney, Australia	$82.8M	-$4.22M	8	0.51%	Reduced
233	Resolution Capital Sydney, NSW, Australia	$82.6M	-$33.1M	1	6.45%	Reduced
234	TimesSquare Capital Management New York	$82M	-$2.99M	2	0.46%	Reduced
235	Hardman Johnston Global Advisors Stamford, Connecticut	$81.7M	-$40M	1	4.42%	Reduced
236	Janus Henderson Group London,	$80.8M	-$388K	6	0.58%	Reduced
237	TIAAOA Teachers Insurance & Annuity Association of America New York	$80.1M	+$10M	3	2.66%	Increased
238	BRIM Broad Run Investment Management Arlington, Virginia	$78.6M	+$5.29M	1	5.48%	Increased
239	KeyBank National Association Cleveland, Ohio	$78.2M	-$6.01M	9	0.51%	Reduced
240	Winton Group London, United Kingdom	$77.1M	+$14.6M	3	0.95%	Increased
241	Thrivent Financial for Lutherans Minneapolis, Minnesota	$76.2M	-$16.7M	11	0.42%	Reduced
242	Johnson Investment Counsel Cincinnati, Ohio	$76M	-$1.57M	3	2.5%	Reduced
243	Retirement Systems of Alabama Montgomery, Alabama	$74.8M	+$7.11M	5	0.4%	Increased
244	Ruane, Cunniff & Goldfarb New York	$74.3M	+$293K	1	0.38%	Increased
245	Eaton Vance Management Boston, Massachusetts	$74.3M	+$35.3M	7	0.22%	Increased
246	SEI Investments Oaks, Pennsylvania	$74.1M	+$71.1M	12	0.65%	New
247	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.8M	-$39.8M	1	0.76%	Reduced
248	SC Stralem & Co New York	$73.6M	-$9.3M	1	3.42%	Reduced
249	Axa Paris, France	$73.6M	-$7.92M	8	0.3%	Reduced
250	CM CS McKee Pittsburgh, Pennsylvania	$71.3M	-$3.69M	1	1.72%	Reduced