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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	HighTower Advisors Chicago, Illinois	$122M	-$5.03M	21	0.32%	Reduced
252	Addenda Capital Montreal, Quebec, Canada	$122M	-$1.97M	1	5.84%	Reduced
253	HS Hazelview Securities Toronto, Ontario, Canada	$121M	+$51.2M	3	16.29%	Increased
254	Teacher Retirement System of Texas Austin, Texas	$121M	-$25.2M	20	0.82%	Reduced
255	WCP Waterfront Capital Partners New York	$120M	+$91.6M	2	8.07%	Increased
256	Mairs & Power Inc St Paul, Minnesota	$119M	-$161K	1	1.43%	Reduced
257	TAM Timucuan Asset Management Jacksonville, Florida	$118M	-$962K	1	5.5%	Reduced
258	Polar Capital Holdings London, United Kingdom	$117M	+$46.3M	4	0.69%	Increased
259	Handelsbanken Fonder Stockholm, Sweden	$117M	+$124K	17	0.76%	Increased
260	AIG American International Group New York	$116M	-$3.3M	27	0.79%	Reduced
261	Cubist Systematic Strategies Stamford, Connecticut	$116M	+$73.9M	31	0.71%	Increased
262	Frontier Capital Management Boston, Massachusetts	$115M	+$30.1M	5	1.33%	Increased
263	Williams Jones Wealth Management New York	$115M	+$198K	4	1.86%	Increased
264	Bridgewater Associates Westport, Connecticut	$113M	+$9.47M	12	0.48%	Increased
265	Pzena Investment Management New York	$113M	-$5.27M	1	0.51%	Reduced
266	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$113M	+$5.26M	4	7.85%	Increased
267	SIC Schwartz Investment Counsel Plymouth, Michigan	$112M	+$6.39M	4	5.45%	Increased
268	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$112M	-$40.2M	4	9%	Reduced
269	IC Inverness Counsel New York	$111M	+$1.8M	1	6.21%	Increased
270	River Road Asset Management Louisville, Kentucky	$111M	-$3.23M	1	1.55%	Reduced
271	Madison Asset Management Madison, Wisconsin	$109M	-$3.67M	3	1.7%	Reduced
272	Silvercrest Asset Management New York	$108M	-$5.88M	7	0.82%	Reduced
273	M&T Bank Buffalo, New York	$106M	+$27.5M	15	0.5%	Increased
274	Los Angeles Capital Management Los Angeles, California	$105M	+$18.9M	17	0.52%	Increased
275	Schonfeld Strategic Advisors New York	$105M	+$33.6M	16	1.02%	Increased