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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	WI Wafra Inc New York	$218M	$0	1	91.5%	Maintained
252	Westwood Holdings Group Dallas, Texas	$213M	-$14.9M	9	0.9%	Reduced
253	State of Alaska Department of Revenue Juneau, Alaska	$213M	-$6.09M	13	2.26%	Reduced
254	CF Corebridge Financial Houston, Texas	$212M	-$8.49M	25	1.13%	Reduced
255	Cannell & Spears New York	$211M	+$1.16M	8	4.16%	Increased
256	Schonfeld Strategic Advisors New York	$211M	-$70.7M	22	1.41%	Reduced
257	Cooperman Leon G	$209M	$0	1	8.87%	Maintained
258	Geneva Capital Management Milwaukee, Wisconsin	$208M	+$1.62M	2	3.48%	Increased
259	Ceredex Value Advisors Orlando, Florida	$206M	+$73.1M	5	4.03%	Increased
260	M&T Bank Buffalo, New York	$203M	-$10.3M	15	0.67%	Reduced
261	GW&K Investment Management Boston, Massachusetts	$200M	+$23.5M	12	1.71%	Increased
262	Commonwealth Equity Services Waltham, Massachusetts	$198M	+$15.8M	25	0.3%	Increased
263	EULAV Asset Management Sarasota, Florida	$198M	+$28.7M	4	4.81%	Increased
264	Railway Pension Investments London, United Kingdom	$197M	-$2.92M	5	2.36%	Reduced
265	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$196M	+$49.3M	1	0.73%	Increased
266	Rathbones Group Liverpool, United Kingdom	$193M	+$5.61M	6	0.97%	Increased
267	CAPTRUST Financial Advisors Raleigh, North Carolina	$192M	-$40.4M	19	0.57%	Reduced
268	ABN AMRO Bank Amsterdam, Netherlands	$192M	+$4.06M	2	2.63%	Increased
269	W.H. Reaves & Co Jersey City, New Jersey	$191M	+$4.54M	5	5.23%	Increased
270	Homestead Advisers Arlington, Virginia	$189M	-$112K	5	4.5%	Reduced
271	MetLife Investment Management Whippany, New Jersey	$186M	-$4.43M	25	1.07%	Reduced
272	GAMCO Investors Greenwich, Connecticut	$186M	-$12M	6	1.9%	Reduced
273	Cetera Investment Advisers Schaumburg, Illinois	$186M	+$6.27M	30	0.41%	Increased
274	NHAS Novo Holdings A/S Hellerup, Denmark	$186M	-$18.4M	1	9.22%	Reduced
275	Castle Hook Partners New York	$185M	-$18.1M	1	3.48%	Reduced