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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	AIG American International Group New York	$159M	-$20.3M	24	0.54%	Reduced
252	BC Brahman Capital New York	$159M	-$30.7M	1	11.73%	Reduced
253	NHAS Novo Holdings A/S Hellerup, Denmark	$157M	-$826K	1	6.95%	Reduced
254	Cooke & Bieler Philadelphia, Pennsylvania	$155M	-$4.59M	2	1.43%	Reduced
255	NN Investment Partners Holdings The Hague, Netherlands	$155M	+$2.48M	11	0.82%	Increased
256	ZP Zimmer Partners New York	$154M	-$130M	4	2.07%	Reduced
257	MAMU Marathon Asset Management (UK) London, United Kingdom	$149M	-$16.4M	1	1.8%	Reduced
258	Railway Pension Investments London, United Kingdom	$146M	+$2.24M	2	1.22%	Increased
259	VanEck Associates New York	$145M	+$22.2M	16	0.34%	Increased
260	Janney Montgomery Scott Philadelphia, Pennsylvania	$144M	+$2.15M	17	0.64%	Increased
261	SIC Schwartz Investment Counsel Plymouth, Michigan	$141M	-$1.09M	3	5.68%	Reduced
262	Comerica Bank Dallas, Texas	$141M	-$4.19M	23	0.84%	Reduced
263	Teacher Retirement System of Texas Austin, Texas	$138M	+$15.5M	22	0.76%	Increased
264	Geneva Capital Management Milwaukee, Wisconsin	$138M	-$1.71M	2	2.25%	Reduced
265	Treasurer of the State of North Carolina Raleigh, North Carolina	$138M	-$997K	11	0.8%	Reduced
266	Madison Asset Management Madison, Wisconsin	$138M	-$407K	3	1.86%	Reduced
267	TAM Timucuan Asset Management Jacksonville, Florida	$136M	-$880K	1	5.39%	Reduced
268	Osaic Holdings Scottsdale, Arizona	$135M	+$4M	38	0.29%	Increased
269	Addenda Capital Montreal, Quebec, Canada	$135M	-$5.97M	1	6.35%	Reduced
270	Menora Mivtachim Holdings Ramat Gan, Israel	$134M	$0	1	1.93%	Maintained
271	Wedge Capital Management Charlotte, North Carolina	$132M	-$11.9M	4	1.62%	Reduced
272	Jefferies Group New York	$131M	+$112M	6	0.82%	Increased
273	Segall Bryant & Hamill Chicago, Illinois	$130M	+$47.3M	9	1.26%	Increased
274	Capital Advisors Inc Tulsa, Oklahoma	$130M	-$4.97M	3	3.89%	Reduced
275	Williams Jones Wealth Management New York	$129M	-$115K	6	1.8%	Reduced