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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	WBC Westpac Banking Corp Sydney, Australia	$110M	-$8.61M	7	1.67%	Reduced
227	AACA American Assets Capital Advisers San Diego, California	$108M	-$402K	5	24.23%	Reduced
228	Virginia Retirement Systems Richmond, Virginia	$108M	+$4.38M	13	1.24%	Increased
229	YCMGA York Capital Management Global Advisors New York	$107M	+$90.8M	2	4.35%	Increased
230	Artisan Partners Milwaukee, Wisconsin	$107M	+$10.1M	2	0.2%	Increased
231	Holocene Advisors New York	$106M	-$3.16M	6	1.35%	Reduced
232	TIAAOA Teachers Insurance & Annuity Association of America New York	$104M	-$19.7M	7	12.33%	Reduced
233	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$104M	-$37.9M	2	2.85%	Reduced
234	Glenmede Trust Philadelphia, Pennsylvania	$104M	-$9.68M	19	0.45%	Reduced
235	Westfield Capital Management Boston, Massachusetts	$103M	+$85.1M	2	0.77%	Increased
236	Check Capital Management Costa Mesa, California	$102M	-$2.48M	1	5.22%	Reduced
237	Nomura Asset Management Tokyo, Japan	$101M	-$850K	9	0.99%	Reduced
238	Brown Advisory Baltimore, Maryland	$100M	-$21.4M	8	0.29%	Reduced
239	OP Oldfield Partners London, United Kingdom	$100M	+$12.9M	2	9.59%	Increased
240	Montrusco Bolton Investments Montreal, Quebec, Canada	$96.9M	-$469K	1	6.3%	Reduced
241	Rothschild & Co Asset Management US Stamford, Connecticut	$95.9M	-$12.5M	2	1.02%	Reduced
242	Thornburg Investment Management Santa Fe, New Mexico	$95.9M	+$14.4M	4	0.92%	Increased
243	Williams Jones & Associates New York	$95.7M	-$4.57M	3	1.98%	Reduced
244	OCM Osterweis Capital Management San Francisco, California	$95.4M	+$697K	3	6.74%	Increased
245	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$94.1M	+$1.62M	4	0.85%	Increased
246	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$93.6M	+$992K	4	5.93%	Increased
247	SC Schooner Capital Vero Beach, Florida	$92.8M	$0	1	100%	Maintained
248	ESCM Echo Street Capital Management New York	$91.5M	-$25.7M	2	1.62%	Reduced
249	Employees Retirement System of Texas Austin, Texas	$91.4M	-$23.4M	12	1.39%	Reduced
250	Railway Pension Investments London, United Kingdom	$90.8M	+$8.17M	4	1.18%	Increased