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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	Aviva London, United Kingdom	$64M	-$3.76M	8	0.53%	Reduced
252	Susquehanna International Group Bala Cynwyd, Pennsylvania	$63.7M	+$3.26M	20	0.03%	Increased
253	Davis Selected Advisers Tucson, Arizona	$63.6M	-$8.37M	3	0.26%	Reduced
254	Retirement Systems of Alabama Montgomery, Alabama	$62.6M	-$799K	5	0.38%	Reduced
255	Panagora Asset Management Boston, Massachusetts	$62.4M	+$2.95M	16	0.33%	Increased
256	Chevy Chase Trust Bethesda, Maryland	$62.2M	+$1.64M	5	0.39%	Increased
257	Hardman Johnston Global Advisors Stamford, Connecticut	$61.8M	-$2.82M	1	4.11%	Reduced
258	AIM Allen Investment Management New York	$61.2M	+$7.41M	3	5.88%	Increased
259	OCM Osterweis Capital Management San Francisco, California	$60.3M	+$1.18M	1	2.73%	Increased
260	WM WS Management Jacksonville, Florida	$60M	+$7.72M	2	2.37%	Increased
261	Public Employees Retirement Association of Colorado Denver, Colorado	$59.6M	+$5.24M	15	0.53%	Increased
262	Hamlin Capital Management New York	$59.2M	+$8.86M	1	3.27%	Increased
263	Comerica Bank Dallas, Texas	$59.1M	-$26M	15	0.56%	Reduced
264	PS Presima Securities Montreal, Quebec, Canada	$59M	+$11.1M	2	10.74%	Increased
265	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$58.7M	-$9.65M	1	0.79%	Reduced
266	NSCM New South Capital Management Memphis, Tennessee	$58.3M	+$15.4M	1	1.47%	Increased
267	Haverford Trust Company Radnor, Pennsylvania	$58.2M	+$3.42M	2	1.69%	Increased
268	Rothschild & Co Asset Management US Stamford, Connecticut	$56.2M	+$37.4M	2	1.1%	Increased
269	HCM HMI Capital Management San Francisco, California	$56.1M	+$10.1M	1	17.59%	Increased
270	Capital Advisors Inc Tulsa, Oklahoma	$56.1M	+$240K	2	10.11%	Increased
271	Granahan Investment Management Waltham, Massachusetts	$55.8M	+$15.3M	5	1.73%	Increased
272	CIP Champlain Investment Partners Burlington, Vermont	$54.6M	+$8.39M	1	0.95%	Increased
273	Winton Group London, United Kingdom	$54M	+$5.91M	4	0.43%	Increased
274	Baird Financial Group Milwaukee, Wisconsin	$53M	+$2.56M	6	0.56%	Increased
275	British Columbia Investment Management Victoria, British Columbia, Canada	$52.7M	-$24.2M	7	0.54%	Reduced