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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	State of Alaska Department of Revenue Juneau, Alaska	$85M	+$7.12M	13	1.77%	Increased
252	1WCM 12 West Capital Management New York	$84.4M	+$80.7M	1	9.28%	New
253	Robeco Institutional Asset Management Rotterdam, Netherlands	$84.3M	-$51.2M	9	0.4%	Reduced
254	Zurich Cantonal Bank Zurich, Switzerland	$84.2M	-$8.62M	17	0.76%	Reduced
255	IC Inverness Counsel New York	$83.4M	-$32.5K	1	5.02%	Reduced
256	Arizona State Retirement System Phoenix, Arizona	$83M	+$1.36M	13	0.84%	Increased
257	KBC Group Brussels, Belgium	$82.9M	-$1.55M	12	0.77%	Reduced
258	Rothschild & Co Asset Management US Stamford, Connecticut	$82M	-$25.2M	2	0.91%	Reduced
259	OP Oldfield Partners London, United Kingdom	$81.6M	+$2.57M	2	7.08%	Increased
260	Pinnacle Associates New York	$81.1M	+$22.6M	6	1.59%	Increased
261	Regions Financial Corp Birmingham, Alabama	$80M	-$558K	12	0.9%	Reduced
262	Baird Financial Group Milwaukee, Wisconsin	$79.9M	-$3.48M	9	0.56%	Reduced
263	ArrowMark Colorado Holdings Denver, Colorado	$78.6M	+$18.1M	2	0.79%	Increased
264	Scotia Capital Toronto, Ontario, Canada	$78.4M	+$3.21M	4	1.08%	Increased
265	Cincinnati Financial Corp Fairfield, Ohio	$78.3M	$0	1	3.41%	Maintained
266	Private Management Group Irvine, California	$76.4M	+$8.97M	2	4.08%	Increased
267	CI Investments Inc Toronto, Ontario, Canada	$75M	-$297M	4	0.86%	Reduced
268	Temasek Holdings Singapore	$74.7M	$0	1	0.41%	Maintained
269	AGF Investments Inc Toronto, Ontario, Canada	$74.7M	+$5.19M	4	0.81%	Increased
270	Natixis Advisors Boston, Massachusetts	$74.4M	-$397K	12	0.73%	Reduced
271	AL AJO LP Philadelphia, Pennsylvania	$74.1M	+$27.2M	6	0.34%	Increased
272	TCM Tensile Capital Management Larkspur, California	$73.9M	+$28.2M	2	11.07%	Increased
273	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$73.8M	+$6.89M	1	3.15%	Increased
274	AMF Tjänstepension Stockholm, Sweden	$73.8M	-$15.5M	3	0.77%	Reduced
275	Zevenbergen Capital Investments Edmonds, Washington	$73.7M	+$1.39M	2	2.83%	Increased