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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	ClearBridge Investments New York	$73.5M	-$2.61M	8	0.08%	Reduced
252	Brandywine Global Investment Management Philadelphia, Pennsylvania	$72.3M	+$3.7M	3	0.46%	Increased
253	Point72 Asset Management Stamford, Connecticut	$71.8M	+$44.9M	4	0.5%	Increased
254	Regions Financial Corp Birmingham, Alabama	$71.2M	+$3.4M	6	0.87%	Increased
255	Los Angeles Capital Management Los Angeles, California	$70.8M	+$8.55M	7	0.55%	Increased
256	Eaton Vance Management Boston, Massachusetts	$70.3M	+$24.2M	9	0.2%	Increased
257	Hamlin Capital Management New York	$70.3M	-$205K	1	3.14%	Reduced
258	Nomura Asset Management Tokyo, Japan	$70.1M	+$2.13M	10	1.26%	Increased
259	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$69.3M	-$2.14M	2	3.15%	Reduced
260	PHAM Pacific Heights Asset Management San Francisco, California	$69.1M	-$16.9M	2	6.53%	Reduced
261	IC Inverness Counsel New York	$68.6M	-$19.1M	1	5.19%	Reduced
262	Factory Mutual Insurance Waltham, Massachusetts	$68.4M	-$15.3M	2	0.81%	Reduced
263	SCM Suvretta Capital Management New York	$68.4M	+$65.3M	1	1.77%	New
264	Douglas Lane & Associates New York	$67.8M	-$9.66M	3	1.73%	Reduced
265	Aberdeen Asset Management Aberdeen, United Kingdom	$66.7M	+$920K	7	0.25%	Increased
266	MLICM Metropolitan Life Insurance Company (MetLife) New York	$66.3M	-$707K	14	0.48%	Reduced
267	Baird Financial Group Milwaukee, Wisconsin	$64.9M	+$656K	6	0.56%	Increased
268	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$64.6M	-$80.6M	7	1.24%	Reduced
269	AIM Allen Investment Management New York	$64.3M	-$1.28M	4	3.85%	Reduced
270	Congress Asset Management Boston, Massachusetts	$63.9M	+$10.8M	4	1.34%	Increased
271	US Bancorp Minneapolis, Minnesota	$63.8M	+$1.7M	19	0.23%	Increased
272	LM Luminus Management Houston, Texas	$63.2M	+$51.2M	2	1.42%	Increased
273	Pinnacle Associates New York	$62.1M	+$12.2M	4	1.25%	Increased
274	Employees Retirement System of Texas Austin, Texas	$61.7M	+$2.78M	9	0.84%	Increased
275	NSCM New South Capital Management Memphis, Tennessee	$61.5M	-$909K	1	1.47%	Reduced