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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	Mairs & Power Inc St Paul, Minnesota	$117M	-$4.05M	1	1.47%	Reduced
252	Teacher Retirement System of Texas Austin, Texas	$116M	+$3.48M	20	0.84%	Increased
253	Treasurer of the State of North Carolina Raleigh, North Carolina	$116M	+$650K	10	0.77%	Increased
254	Cubist Systematic Strategies Stamford, Connecticut	$114M	+$5.41M	29	0.64%	Increased
255	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$113M	-$52.7M	14	0.95%	Reduced
256	Williams Jones Wealth Management New York	$112M	+$1.25M	4	1.95%	Increased
257	AACA American Assets Capital Advisers San Diego, California	$112M	-$28.2M	6	21.92%	Reduced
258	Border to Coast Pensions Partnership Leeds, United Kingdom	$111M	-$10.1M	2	3.6%	Reduced
259	Addenda Capital Montreal, Quebec, Canada	$111M	-$8.11M	1	5.06%	Reduced
260	M&T Bank Buffalo, New York	$111M	+$1.26M	14	0.49%	Increased
261	Silvercrest Asset Management New York	$111M	-$3.87M	5	0.91%	Reduced
262	MAMU Marathon Asset Management (UK) London, United Kingdom	$110M	-$8.96M	1	3.27%	Reduced
263	Royal London Asset Management United Kingdom	$109M	-$4.61M	9	0.55%	Reduced
264	TAM Timucuan Asset Management Jacksonville, Florida	$108M	-$589K	1	5.18%	Reduced
265	BRIM Broad Run Investment Management Arlington, Virginia	$108M	-$9.82M	1	11.79%	Reduced
266	IC Inverness Counsel New York	$108M	+$1.27M	1	5.98%	Increased
267	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$107M	+$212M	4	9.77%	Increased
268	HS Hazelview Securities Toronto, Ontario, Canada	$107M	+$5.05M	3	16.19%	Increased
269	AIG American International Group New York	$106M	-$2.7M	27	0.77%	Reduced
270	WCP Waterfront Capital Partners New York	$106M	+$2.9M	2	7.9%	Increased
271	Polar Capital Holdings London, United Kingdom	$106M	-$7.61M	4	0.67%	Reduced
272	ESCM Echo Street Capital Management New York	$103M	+$115M	3	0.99%	Increased
273	NHAS Novo Holdings A/S Hellerup, Denmark	$103M	-$19.8M	1	4.89%	Reduced
274	William Blair & Company Chicago, Illinois	$102M	+$10M	13	0.47%	Increased
275	Panagora Asset Management Boston, Massachusetts	$102M	+$37.2M	13	0.71%	Increased