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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	SSM Sound Shore Management Greenwich, Connecticut	$148M	-$71.3M	1	4.17%	Reduced
252	Railway Pension Investments London, United Kingdom	$146M	+$2.43M	3	1.18%	Increased
253	Osaic Holdings Scottsdale, Arizona	$145M	+$7.44M	40	0.3%	Increased
254	Segall Bryant & Hamill Chicago, Illinois	$144M	+$3.13M	10	1.38%	Increased
255	CIBC World Markets New York	$143M	+$37.6M	8	0.97%	Increased
256	SIC Schwartz Investment Counsel Plymouth, Michigan	$143M	-$201K	3	5.86%	Reduced
257	Madison Asset Management Madison, Wisconsin	$142M	-$1.36M	3	1.96%	Reduced
258	TAM Timucuan Asset Management Jacksonville, Florida	$142M	-$560K	1	5.51%	Reduced
259	Treasurer of the State of North Carolina Raleigh, North Carolina	$142M	+$1.53M	11	0.82%	Increased
260	Addenda Capital Montreal, Quebec, Canada	$142M	-$2.58M	1	6.69%	Reduced
261	Menora Mivtachim Holdings Ramat Gan, Israel	$141M	$0	1	2.06%	Maintained
262	Williams Jones Wealth Management New York	$139M	+$6.4M	4	1.94%	Increased
263	HS Hazelview Securities Toronto, Ontario, Canada	$139M	+$50.9M	3	17.71%	Increased
264	Cerity Partners New York	$138M	+$206K	9	3.04%	Increased
265	Baupost Group Boston, Massachusetts	$138M	$0	1	1.27%	Maintained
266	BC Brahman Capital New York	$137M	-$3.11M	1	10.05%	Reduced
267	Man Group London, United Kingdom	$137M	-$87.8M	17	0.48%	Reduced
268	Pzena Investment Management New York	$137M	-$40M	2	0.54%	Reduced
269	NIG NFJ Investment Group Dallas, Texas	$136M	-$42.2M	8	2.66%	Reduced
270	JP Jana Partners New York	$135M	+$820K	1	10.52%	Increased
271	Capital Advisors Inc Tulsa, Oklahoma	$134M	-$843K	3	3.99%	Reduced
272	HighTower Advisors Chicago, Illinois	$134M	+$31.5M	21	0.36%	Increased
273	Ariel Investments Chicago, Illinois	$133M	+$10.3M	1	1.22%	Increased
274	Alphinity Investment Management Sydney, Australia	$131M	+$12.7M	1	4.87%	Increased
275	Teacher Retirement System of Texas Austin, Texas	$131M	-$13.9M	21	0.71%	Reduced