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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	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$102M	-$945K	4	6.05%	Reduced
252	Susquehanna International Group Bala Cynwyd, Pennsylvania	$102M	+$19.5M	20	0.03%	Increased
253	BNP Paribas Financial Markets Paris, France	$102M	-$9.33M	26	0.19%	Reduced
254	DekaBank Deutsche Girozentrale Frankfurt, Germany	$101M	+$3.37M	14	0.62%	Increased
255	OCM Osterweis Capital Management San Francisco, California	$101M	-$9.51M	3	6.95%	Reduced
256	Intact Investment Management Montreal, Quebec, Canada	$100M	+$1.12M	2	3.41%	Increased
257	ArrowMark Colorado Holdings Denver, Colorado	$100M	+$3.07M	4	0.89%	Increased
258	M&G Investment Management London, United Kingdom	$99.1M	+$95.5M	6	0.88%	New
259	Comerica Bank Dallas, Texas	$98.7M	-$2.69M	21	0.75%	Reduced
260	Williams Jones Wealth Management New York	$97.6M	-$8.76M	4	1.87%	Reduced
261	Douglas Lane & Associates New York	$97.1M	-$1.96M	4	1.81%	Reduced
262	MUFG Securities EMEA London, United Kingdom	$94.5M	-$5.73M	3	0.75%	Reduced
263	Los Angeles Capital Management Los Angeles, California	$94.2M	+$4.31M	13	0.47%	Increased
264	Artisan Partners Milwaukee, Wisconsin	$93.3M	-$59.3M	2	0.16%	Reduced
265	Montrusco Bolton Investments Montreal, Quebec, Canada	$93.1M	-$10.1M	1	5.36%	Reduced
266	GQG Partners Ft. Lauderdale, Florida	$92.9M	+$83.3M	1	0.64%	New
267	Westwood Holdings Group Dallas, Texas	$92.7M	-$22.2M	8	0.99%	Reduced
268	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$91.8M	-$10.2M	2	2.6%	Reduced
269	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$91.2M	+$27.4M	4	15.59%	Increased
270	EdgePoint Investment Group Toronto, Ontario, Canada	$89.8M	-$152K	1	0.82%	Reduced
271	SIC Schwartz Investment Counsel Plymouth, Michigan	$89.4M	+$3.31M	3	4.24%	Increased
272	Cerity Partners New York	$89.3M	+$628K	6	4.55%	Increased
273	Sachem Head Capital Management New York	$89.3M	-$99.9M	1	7.01%	Reduced
274	EC Eminence Capital New York	$88.2M	-$20.8M	1	0.99%	Reduced
275	CBT Capital Bank & Trust Irvine, California	$87.8M	-$1.22M	9	1.14%	Reduced