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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
251	FM Forward Management San Francisco, California	$65.6M	+$37.3M	6	3.99%	Increased
252	Retirement Systems of Alabama Montgomery, Alabama	$65M	-$21.9M	5	0.39%	Reduced
253	Capital Advisors Inc Tulsa, Oklahoma	$64.6M	-$311K	3	14.21%	Reduced
254	Fenimore Asset Management Cobleskill, New York	$64.3M	+$4.72M	2	3.64%	Increased
255	T TOBAM Paris, France	$64M	+$9.25M	2	3.28%	Increased
256	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$63M	-$622K	2	2.42%	Reduced
257	ACI AMP Capital Investors Sydney, Australia	$63M	+$6M	9	0.44%	Increased
258	Aviva London, United Kingdom	$62.9M	-$2.33M	8	0.53%	Reduced
259	SAM Securian Asset Management St Paul, Minnesota	$62.9M	+$1.57M	7	2.38%	Increased
260	Welch & Forbes Boston, Massachusetts	$61.8M	+$835K	2	1.96%	Increased
261	TIAAOA Teachers Insurance & Annuity Association of America New York	$61.4M	-$1.26M	3	3.6%	Reduced
262	Pictet Asset Management (UK) London, United Kingdom	$61.3M	+$1.9M	6	0.31%	Increased
263	MP Makaira Partners La Jolla, California	$61.1M	+$5.45M	1	11.33%	Increased
264	Miller Howard Investments Kingston, New York	$60.1M	-$2.83M	2	1.2%	Reduced
265	Aberdeen Asset Management Aberdeen, United Kingdom	$60.1M	+$37.5M	5	0.17%	Increased
266	Teacher Retirement System of Texas Austin, Texas	$59.7M	-$19.3M	10	0.52%	Reduced
267	Westwood Holdings Group Dallas, Texas	$59.7M	-$34.5M	3	0.46%	Reduced
268	Sit Investment Associates Minneapolis, Minnesota	$58.4M	-$4.43M	3	1.04%	Reduced
269	State of Tennessee, Department of Treasury Nashville, Tennessee	$58.4M	-$12.4M	10	0.33%	Reduced
270	Public Employees Retirement Association of Colorado Denver, Colorado	$58.2M	-$1.72M	14	0.5%	Reduced
271	Chevy Chase Trust Bethesda, Maryland	$57.9M	+$615K	4	0.42%	Increased
272	SCM Stonerise Capital Management San Francisco, California	$57.9M	$0	2	22.15%	Maintained
273	Gabelli Funds Rye, New York	$57.6M	-$13.9M	7	0.31%	Reduced
274	SG Americas Securities New York	$57.4M	-$7.89M	12	0.24%	Reduced
275	Brown Advisory Baltimore, Maryland	$56.5M	+$2.56M	7	0.18%	Increased