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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$95.7M	+$93.2M	14	1.8%	New
227	Comerica Bank Dallas, Texas	$95.4M	+$2.65M	17	0.72%	Increased
228	Zacks Investment Management Chicago, Illinois	$94.1M	+$7.13M	9	2.39%	Increased
229	Rothschild & Co Asset Management US Stamford, Connecticut	$93.4M	+$6.1M	3	1.07%	Increased
230	PS Presima Securities Montreal, Quebec, Canada	$92.7M	+$5.33M	2	13.51%	Increased
231	Intact Investment Management Montreal, Quebec, Canada	$91.3M	-$1.02M	4	3.71%	Reduced
232	Eagle Asset Management St Petersburg, Florida	$90.9M	-$13.4M	7	0.57%	Reduced
233	Panagora Asset Management Boston, Massachusetts	$89.2M	+$3.88M	16	0.37%	Increased
234	Zurich Cantonal Bank Zurich, Switzerland	$89M	+$1.92M	17	0.88%	Increased
235	Eaton Vance Management Boston, Massachusetts	$88.8M	+$13M	9	0.24%	Increased
236	BNP Paribas Asset Management Paris, France	$88.5M	-$49.7M	12	0.81%	Reduced
237	Axa Paris, France	$88.5M	-$20.5M	12	0.4%	Reduced
238	Ruane, Cunniff & Goldfarb New York	$88.5M	+$939K	1	0.83%	Increased
239	TIAAOA Teachers Insurance & Annuity Association of America New York	$87.8M	-$1.36M	5	3.82%	Reduced
240	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$87M	+$59.5M	3	1.33%	Increased
241	MICM Matthews International Capital Management San Francisco, California	$85.7M	$0	1	4.37%	Maintained
242	AIG American International Group New York	$85.5M	+$6.76M	17	0.31%	Increased
243	ClearBridge Investments New York	$85.5M	+$3.49M	9	0.09%	Increased
244	Fenimore Asset Management Cobleskill, New York	$85.4M	+$615K	2	3.66%	Increased
245	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$85.4M	-$2.78M	11	0.77%	Reduced
246	CCMH Cornerstone Capital Management Holdings New York	$85.2M	-$3.39M	12	0.66%	Reduced
247	MAMU Marathon Asset Management (UK) London, United Kingdom	$84.6M	-$2.35M	1	1.85%	Reduced
248	Hamlin Capital Management New York	$84.1M	+$6.16M	1	3.55%	Increased
249	Westfield Capital Management Boston, Massachusetts	$83.9M	+$19M	2	0.72%	Increased
250	Horizon Kinetics New York	$83.4M	-$2.67M	2	2.64%	Reduced