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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
276	PS Presima Securities Montreal, Quebec, Canada	$53.2M	+$57.1M	2	13.43%	New
277	AIG American International Group New York	$52.6M	+$55.2M	20	0.31%	New
278	SG Americas Securities New York	$52.1M	+$55.5M	11	0.25%	New
279	Sentry Investments Toronto, Ontario, Canada	$52.1M	+$51.9M	2	1.12%	New
280	Rockefeller Financial Services New York	$51.9M	+$53.8M	3	1.24%	New
281	ACM Atlanta Capital Management Atlanta, Georgia	$51.5M	+$48.5M	3	0.39%	New
282	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$51.5M	+$49.8M	1	3.01%	New
283	Sit Investment Associates Minneapolis, Minnesota	$51.3M	+$49.2M	3	1.04%	New
284	HI Honeywell International Charlotte, North Carolina	$51.2M	+$49M	1	1.39%	New
285	TPSF Texas Permanent School Fund Austin, Texas	$50.9M	+$52.5M	10	0.53%	New
286	Natixis Advisors Boston, Massachusetts	$50.7M	+$54.2M	11	1.01%	New
287	ZDA Zweig-DiMenna Associates New York	$50M	+$55.3M	4	2.02%	New
288	Chevy Chase Trust Bethesda, Maryland	$49.6M	+$50.2M	5	0.43%	New
289	NCA Newbrook Capital Advisors New York	$49M	+$54.3M	2	5.16%	New
290	WBC Westpac Banking Corp Sydney, Australia	$48.3M	+$49.6M	7	0.74%	New
291	Gateway Investment Advisers Cincinnati, Ohio	$48.3M	+$46.6M	4	0.42%	New
292	Welch & Forbes Boston, Massachusetts	$48.1M	+$56.6M	2	1.72%	New
293	TI Turner Investments Berwyn, Pennsylvania	$47.9M	+$47.1M	5	0.65%	New
294	Aviva London, United Kingdom	$46.9M	+$47.4M	8	0.47%	New
295	GA Geneva Advisors Chicago, Illinois	$46.7M	+$46.6M	5	1.09%	New
296	SM Seminole Management New York	$46.7M	+$44.8M	2	2.65%	New
297	CAM Cortina Asset Management Milwaukee, Wisconsin	$46.6M	+$44.4M	4	1.85%	New
298	ACM Argent Capital Management St Louis, Missouri	$45.8M	+$43.9M	1	2.93%	New
299	Capital International Los Angeles, California	$45.5M	+$46.1M	2	2.8%	New
300	MCM Marcato Capital Management San Francisco, California	$45M	+$48.5M	1	4.3%	New