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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	Treasurer of the State of North Carolina Raleigh, North Carolina	$174M	+$5.46M	10	0.91%	Increased
227	Scharf Investments Los Gatos, California	$173M	+$53.5M	1	5.2%	Increased
228	Commerce Bank Kansas City, Missouri	$173M	-$4.75M	11	1.29%	Reduced
229	PointState Capital New York	$172M	+$27.4M	2	4.12%	Increased
230	Railway Pension Investments London, United Kingdom	$170M	+$6.58M	3	1.7%	Increased
231	ABN AMRO Bank Amsterdam, Netherlands	$170M	-$1.43M	1	3.45%	Reduced
232	Liontrust Investment Partners London, United Kingdom	$170M	-$31.6M	5	2.44%	Reduced
233	Silvercrest Asset Management New York	$167M	+$6.86M	6	1.19%	Increased
234	Osaic Holdings Scottsdale, Arizona	$165M	-$8.77M	41	0.3%	Reduced
235	HighTower Advisors Chicago, Illinois	$165M	+$6.67M	22	0.32%	Increased
236	Los Angeles Capital Management Los Angeles, California	$162M	-$137M	15	0.65%	Reduced
237	TC Tairen Capital Hong Kong	$160M	+$141M	1	5.03%	New
238	ACM Adelante Capital Management Alameda, California	$160M	-$18.3M	4	14.05%	Reduced
239	Putnam Investments Boston, Massachusetts	$159M	+$19.5M	11	0.23%	Increased
240	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$159M	-$14.6M	8	1.53%	Reduced
241	Williams Jones Wealth Management New York	$158M	+$5.54M	5	2.36%	Increased
242	M&T Bank Buffalo, New York	$156M	+$4.35M	15	0.58%	Increased
243	KBC Group Brussels, Belgium	$153M	-$23.2M	15	0.63%	Reduced
244	Royce & Associates New York	$153M	-$13.2M	12	1.48%	Reduced
245	Menora Mivtachim Holdings Ramat Gan, Israel	$150M	$0	1	1.38%	Maintained
246	Qube Research & Technologies (QRT) London, United Kingdom	$148M	+$43.5M	16	0.54%	Increased
247	Panagora Asset Management Boston, Massachusetts	$148M	+$20.4M	13	0.87%	Increased
248	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$147M	+$39.3M	1	10.59%	Increased
249	Alyeska Investment Group Chicago, Illinois	$146M	-$6.15M	5	1.09%	Reduced
250	AIG American International Group New York	$145M	-$5.18M	24	0.89%	Reduced