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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	Alyeska Investment Group Chicago, Illinois	$141M	+$7.87M	3	1.46%	Increased
227	Ariel Investments Chicago, Illinois	$140M	-$19M	1	1.42%	Reduced
228	Treasurer of the State of North Carolina Raleigh, North Carolina	$139M	+$8.82M	9	0.85%	Increased
229	1WCM 12 West Capital Management New York	$139M	-$5.76M	1	14.05%	Reduced
230	ACM Adelante Capital Management Alameda, California	$138M	+$52.8M	3	11.61%	Increased
231	Menora Mivtachim Holdings Ramat Gan, Israel	$137M	-$2.16M	1	2.32%	Reduced
232	Mairs & Power Inc St Paul, Minnesota	$137M	-$5.09M	1	1.65%	Reduced
233	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$137M	-$31.9M	19	1.62%	Reduced
234	British Columbia Investment Management Victoria, British Columbia, Canada	$135M	-$50.8M	9	1.48%	Reduced
235	Silvercrest Asset Management New York	$133M	+$367K	6	1.02%	Increased
236	M&T Bank Buffalo, New York	$131M	+$3M	15	0.53%	Increased
237	Mariner Overland Park, Kansas	$130M	+$30.9M	24	0.42%	Increased
238	Williams Jones Wealth Management New York	$128M	-$7.99K	4	2.15%	Reduced
239	Robeco Institutional Asset Management Rotterdam, Netherlands	$128M	-$39M	10	0.37%	Reduced
240	EC Eminence Capital New York	$128M	-$8.44M	1	2.37%	Reduced
241	AIG American International Group New York	$123M	+$1.92M	26	0.86%	Increased
242	HighTower Advisors Chicago, Illinois	$123M	-$9.85M	19	0.28%	Reduced
243	HS Hazelview Securities Toronto, Ontario, Canada	$122M	+$9.66M	3	18.34%	Increased
244	Voloridge Investment Management Jupiter, Florida	$122M	-$66.9M	11	0.68%	Reduced
245	Panagora Asset Management Boston, Massachusetts	$122M	+$4.71M	12	0.8%	Increased
246	Royce & Associates New York	$121M	-$8.99M	11	1.27%	Reduced
247	Westfield Capital Management Boston, Massachusetts	$120M	+$29.8M	5	0.93%	Increased
248	SSM Sound Shore Management Greenwich, Connecticut	$119M	-$3.08M	1	4.49%	Reduced
249	MAMHA MY.Alpha Management HK Advisors Hong Kong	$118M	+$29.3M	2	40.43%	Increased
250	Capital Advisors Inc Tulsa, Oklahoma	$118M	-$7.08M	3	3.34%	Reduced