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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	British Columbia Investment Management Victoria, British Columbia, Canada	$82.3M	-$7.13M	8	0.78%	Reduced
227	Fenimore Asset Management Cobleskill, New York	$82.1M	-$36.7K	2	4.23%	Reduced
228	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$80.1M	+$47.2K	11	0.46%	Increased
229	Ruane, Cunniff & Goldfarb New York	$80M	+$326K	1	0.38%	Increased
230	Brown Advisory Baltimore, Maryland	$79.7M	+$13.2M	8	0.26%	Increased
231	ACM Atlanta Capital Management Atlanta, Georgia	$79.7M	-$3.08M	2	0.54%	Reduced
232	Kornitzer Capital Management Shawnee Mission, Kansas	$79.3M	+$16.3M	4	1.07%	Increased
233	Factory Mutual Insurance Waltham, Massachusetts	$79.3M	-$2.19M	2	1.04%	Reduced
234	Eaton Vance Management Boston, Massachusetts	$78.9M	+$17.2M	7	0.24%	Increased
235	Confluence Investment Management St. Louis, Missouri	$78.1M	+$2.78M	2	2.84%	Increased
236	Highbridge Capital Management New York	$77.5M	+$65.2M	4	0.98%	Increased
237	TCG Tremblant Capital Group West Palm Beach, Florida	$77.1M	+$31.1M	1	4.31%	Increased
238	Credit Agricole Montrouge Cedex, France	$77M	-$1.17M	13	0.36%	Reduced
239	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$76.7M	-$1.96M	1	4.39%	Reduced
240	Thrivent Financial for Lutherans Minneapolis, Minnesota	$76.1M	+$2.76M	11	0.42%	Increased
241	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$75.6M	+$963K	1	2.27%	Increased
242	Aviva London, United Kingdom	$74.9M	+$1.55M	8	0.53%	Increased
243	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$74.7M	-$5.26M	6	0.51%	Reduced
244	Balyasny Asset Management Chicago, Illinois	$72.7M	+$33.7M	8	0.45%	Increased
245	Haverford Trust Company Radnor, Pennsylvania	$72.7M	+$1.11M	2	2%	Increased
246	Davis Selected Advisers Tucson, Arizona	$70.7M	-$203M	3	0.25%	Reduced
247	Cooke & Bieler Philadelphia, Pennsylvania	$70M	-$1.85M	1	1.57%	Reduced
248	OC Orange Capital Manhasset, New York	$70M	+$16.5M	1	4%	Increased
249	Retirement Systems of Alabama Montgomery, Alabama	$68.9M	-$600K	5	0.37%	Reduced
250	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$68.3M	-$3.85M	1	3.54%	Reduced