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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	Silvercrest Asset Management New York	$286M	-$4.17M	14	1.92%	Reduced
227	Resona Asset Management Koto-Ku,tokyo, Japan	$285M	+$29.7M	10	1.4%	Increased
228	ACM Anomaly Capital Management New York	$284M	+$73.4M	2	9.01%	Increased
229	Creative Planning Overland Park, Kansas	$282M	+$9.91M	33	0.24%	Increased
230	Driehaus Capital Management Chicago, Illinois	$280M	+$110M	8	2.24%	Increased
231	William Blair Investment Management Chicago, Illinois	$280M	+$42.5M	4	0.74%	Increased
232	TD Waterhouse Canada Toronto, Ontario, Canada	$278M	+$7.26M	21	1.99%	Increased
233	Aristotle Capital Management Los Angeles, California	$278M	-$157K	2	0.54%	Reduced
234	Cooperman Leon G	$277M	$0	1	9.74%	Maintained
235	APG Asset Management Amsterdam, Netherlands	$277M	-$48.5M	9	0.82%	Reduced
236	Zurich Insurance Group Zurich, Switzerland	$276M	+$123M	7	2.14%	Increased
237	Teacher Retirement System of Texas Austin, Texas	$275M	-$22.3M	25	1.15%	Reduced
238	Public Employees Retirement Association of Colorado Denver, Colorado	$274M	+$2.14M	20	1.06%	Increased
239	Schonfeld Strategic Advisors New York	$267M	+$671K	24	1.82%	Increased
240	Epoch Investment Partners New York	$267M	+$4.88M	4	1.38%	Increased
241	KLP Kapitalforvaltning Oslo, Norway	$256M	+$15.8M	25	1.1%	Increased
242	Westwood Holdings Group Dallas, Texas	$255M	-$58.1M	9	1.84%	Reduced
243	Wealth Enhancement Advisory Services Plymouth, Minnesota	$254M	+$331K	30	0.42%	Increased
244	Cannell & Spears New York	$253M	+$2.89M	7	5.11%	Increased
245	Cetera Investment Advisers Schaumburg, Illinois	$253M	+$19.4M	32	0.43%	Increased
246	Chevy Chase Trust Bethesda, Maryland	$245M	+$1.32M	8	0.71%	Increased
247	ACM Adelante Capital Management Alameda, California	$245M	-$8.62M	4	18%	Reduced
248	Los Angeles Capital Management Los Angeles, California	$243M	+$38M	13	0.91%	Increased
249	CAM Contour Asset Management New York	$240M	+$85.6M	1	7.83%	Increased
250	Commonwealth Equity Services Waltham, Massachusetts	$234M	-$9.35M	27	0.31%	Reduced