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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	M&T Bank Buffalo, New York	$167M	-$1.67M	15	0.61%	Reduced
252	Locust Wood Capital Advisers New York	$164M	-$24M	1	6.24%	Reduced
253	Liontrust Investment Partners London, United Kingdom	$164M	-$15M	4	2.38%	Reduced
254	Handelsbanken Fonder Stockholm, Sweden	$161M	+$37.3M	19	0.78%	Increased
255	Homestead Advisers Arlington, Virginia	$157M	-$962K	4	4.02%	Reduced
256	Polar Capital Holdings London, United Kingdom	$156M	-$26.9M	3	0.96%	Reduced
257	NHAS Novo Holdings A/S Hellerup, Denmark	$156M	$0	1	9.61%	Maintained
258	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$154M	-$42.1M	1	9.84%	Reduced
259	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$154M	$0	1	0.44%	Maintained
260	Jennison Associates New York	$154M	-$35.1M	9	0.11%	Reduced
261	Confluence Investment Management St. Louis, Missouri	$153M	-$3.78M	3	2.17%	Reduced
262	Squarepoint New York	$153M	+$29.5M	24	0.29%	Increased
263	CC Cannell & Co New York	$152M	-$33.2M	4	4.82%	Reduced
264	Creative Planning Overland Park, Kansas	$150M	-$26.3M	29	0.28%	Reduced
265	Rathbones Group Liverpool, United Kingdom	$150M	-$116K	6	0.96%	Reduced
266	CIBC World Markets New York	$149M	+$89.6M	8	0.81%	Increased
267	Royce & Associates New York	$149M	-$9.43M	12	1.38%	Reduced
268	Loomis, Sayles & Company Boston, Massachusetts	$148M	+$27.5M	11	0.23%	Increased
269	GAMCO Investors Greenwich, Connecticut	$147M	-$13.6M	4	1.56%	Reduced
270	Marshall Wace London, United Kingdom	$146M	-$32.1M	16	0.25%	Reduced
271	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$146M	+$38.4M	13	1.06%	Increased
272	DFO Duquesne Family Office New York	$146M	+$48.3M	2	4.35%	Increased
273	KBC Group Brussels, Belgium	$146M	-$4.6M	19	0.52%	Reduced
274	STT Singapore Technologies Telemedia Singapore	$144M	$0	1	100%	Maintained
275	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$142M	+$15.6M	6	10.57%	Increased