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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	KBC Group Brussels, Belgium	$87.7M	-$20.8M	13	0.75%	Reduced
252	US Bancorp Minneapolis, Minnesota	$87.1M	+$178K	20	0.27%	Increased
253	AWCI Alpine Woods Capital Investors Purchase, New York	$86.8M	-$9.23M	5	4.34%	Reduced
254	WBC Westpac Banking Corp Sydney, Australia	$86.5M	-$12M	7	1.97%	Reduced
255	Intact Investment Management Montreal, Quebec, Canada	$86.4M	-$2.03M	4	3.48%	Reduced
256	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$86.1M	-$20.6M	10	0.84%	Reduced
257	Temasek Holdings Singapore	$86M	$0	1	0.53%	Maintained
258	DZ Bank Frankfurt Am Main, Germany	$86M	+$40.5M	8	0.33%	Increased
259	MICM Matthews International Capital Management San Francisco, California	$85.9M	-$513K	3	4.06%	Reduced
260	IC Inverness Counsel New York	$85.7M	-$887K	1	5.38%	Reduced
261	Baird Financial Group Milwaukee, Wisconsin	$85.6M	+$5.33M	9	0.61%	Increased
262	Arizona State Retirement System Phoenix, Arizona	$85.5M	+$16.2M	13	0.83%	Increased
263	Teacher Retirement System of Texas Austin, Texas	$85.1M	+$9.43M	17	0.57%	Increased
264	State of Alaska Department of Revenue Juneau, Alaska	$84.8M	+$15.6M	14	2.02%	Increased
265	Davis Selected Advisers Tucson, Arizona	$84.2M	-$19.4M	4	0.36%	Reduced
266	Scotia Capital Toronto, Ontario, Canada	$84.1M	+$1.68M	4	1.12%	Increased
267	Horizon Kinetics New York	$82.1M	-$2.57M	3	2.41%	Reduced
268	Los Angeles Capital Management Los Angeles, California	$81.8M	-$69.7M	12	0.45%	Reduced
269	NSCM New South Capital Management Memphis, Tennessee	$81.6M	+$2.37M	1	1.9%	Increased
270	Acadian Asset Management Boston, Massachusetts	$81.2M	-$52.2M	7	0.35%	Reduced
271	Cincinnati Financial Corp Fairfield, Ohio	$80.5M	$0	1	3.54%	Maintained
272	Regions Financial Corp Birmingham, Alabama	$80M	+$381K	13	0.87%	Increased
273	Natixis Advisors Boston, Massachusetts	$79.2M	+$2.28M	12	0.81%	Increased
274	Assenagon Asset Management Senningerberg, Luxembourg	$78.1M	+$64.6M	9	0.8%	Increased
275	NN Investment Partners Holdings The Hague, Netherlands	$77.8M	-$45.5M	6	0.55%	Reduced