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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	IC Inverness Counsel New York	$130M	+$27.9M	1	6.12%	Increased
227	AL AJO LP Philadelphia, Pennsylvania	$129M	+$21.3M	7	0.77%	Increased
228	SSM Sound Shore Management Greenwich, Connecticut	$128M	-$130M	1	2.98%	Reduced
229	Jefferies Group New York	$124M	+$90.1M	11	0.96%	Increased
230	AMF Tjänstepension Stockholm, Sweden	$122M	-$15.3M	3	1.16%	Reduced
231	Virginia Retirement Systems Richmond, Virginia	$121M	-$404K	12	1.31%	Reduced
232	Prudential plc London, England, United Kingdom	$120M	-$38.7M	4	0.51%	Reduced
233	Natixis Advisors Boston, Massachusetts	$116M	+$14.4M	13	0.82%	Increased
234	Silvercrest Asset Management New York	$116M	-$820K	5	0.9%	Reduced
235	BNP Paribas Asset Management Paris, France	$116M	+$1.66M	9	0.79%	Increased
236	ESCM Echo Street Capital Management New York	$116M	+$48.6M	2	1.78%	Increased
237	NN Investment Partners Holdings The Hague, Netherlands	$115M	+$17.8M	10	0.78%	Increased
238	Check Capital Management Costa Mesa, California	$114M	-$3.22M	1	5.49%	Reduced
239	Glenmede Trust Philadelphia, Pennsylvania	$114M	-$26.8M	21	0.52%	Reduced
240	AAM Ardevora Asset Management London, United Kingdom	$113M	+$32M	2	2.55%	Increased
241	Nisa Investment Advisors St. Louis, Missouri	$112M	+$1.78M	15	0.95%	Increased
242	Davis Selected Advisers Tucson, Arizona	$111M	+$2.25M	5	0.53%	Increased
243	Railway Pension Investments London, United Kingdom	$111M	+$5.37M	4	1.24%	Increased
244	OP Oldfield Partners London, United Kingdom	$108M	+$4.65M	2	9.61%	Increased
245	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$107M	-$8.94M	8	0.91%	Reduced
246	PS Presima Securities Montreal, Quebec, Canada	$106M	-$19.1M	2	17.72%	Reduced
247	AACA American Assets Capital Advisers San Diego, California	$106M	+$3.9M	5	26.54%	Increased
248	TIAAOA Teachers Insurance & Annuity Association of America New York	$105M	-$1.23M	7	12.77%	Reduced
249	State of Alaska Department of Revenue Juneau, Alaska	$104M	+$27.5M	15	1.36%	Increased
250	Employees Retirement System of Texas Austin, Texas	$102M	+$11.5M	10	1.6%	Increased