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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	Loomis, Sayles & Company Boston, Massachusetts	$147M	-$41.6M	11	0.21%	Reduced
227	IC Inverness Counsel New York	$147M	-$1.05M	1	6.56%	Reduced
228	CC Cederberg Capital London, United Kingdom	$146M	+$1.12M	1	15.27%	Increased
229	Zurich Cantonal Bank Zurich, Switzerland	$146M	+$6.59M	21	1.03%	Increased
230	Cincinnati Financial Corp Fairfield, Ohio	$146M	$0	2	4.44%	Maintained
231	BC Brahman Capital New York	$144M	+$8.41M	2	14.23%	Increased
232	BRIM Broad Run Investment Management Arlington, Virginia	$144M	-$440K	1	9.51%	Reduced
233	Employees Retirement System of Texas Austin, Texas	$143M	+$897K	10	2.09%	Increased
234	William Blair Investment Management Chicago, Illinois	$140M	-$123M	2	0.54%	Reduced
235	SCH Sylebra Capital (HK) Hong Kong	$138M	-$28.8M	3	4.23%	Reduced
236	Wedge Capital Management Charlotte, North Carolina	$138M	-$6.72M	5	1.84%	Reduced
237	Fenimore Asset Management Cobleskill, New York	$137M	+$1.84M	2	4.43%	Increased
238	State of Alaska Department of Revenue Juneau, Alaska	$136M	-$3.58M	15	1.67%	Reduced
239	Robeco Schweiz Zurich, Switzerland	$133M	+$18.3M	4	3.94%	Increased
240	M&G Investment Management London, United Kingdom	$131M	+$4.07M	5	1.31%	Increased
241	AACA American Assets Capital Advisers San Diego, California	$131M	+$9.59M	6	21.1%	Increased
242	Vaughan Nelson Investment Management Houston, Texas	$129M	+$19.9M	4	1.8%	Increased
243	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$129M	+$4.02M	18	1.81%	Increased
244	TIAAOA Teachers Insurance & Annuity Association of America New York	$126M	-$34.4M	7	19.2%	Reduced
245	MAMU Marathon Asset Management (UK) London, United Kingdom	$126M	-$3.23M	1	1.98%	Reduced
246	Guardian Capital (Canada) Toronto, Ontario, Canada	$125M	-$29M	2	3.29%	Reduced
247	Davis Selected Advisers Tucson, Arizona	$122M	-$912K	5	0.68%	Reduced
248	Comerica Bank Dallas, Texas	$121M	+$3.2M	21	0.88%	Increased
249	Pinnacle Associates New York	$120M	-$4.35M	8	2.86%	Reduced
250	Two Sigma Advisers New York	$118M	+$28.6M	18	0.34%	Increased