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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	KBC Group Brussels, Belgium	$59.4M	+$17.4M	13	0.68%	Increased
277	ARC Absolute Return Capital Boston, Massachusetts	$59.1M	+$45.6M	3	0.69%	Increased
278	Public Employees Retirement Association of Colorado Denver, Colorado	$58.8M	-$1.1M	14	0.5%	Reduced
279	CIP Champlain Investment Partners Burlington, Vermont	$58.6M	+$1.15M	1	0.96%	Increased
280	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$58.5M	-$12.1M	8	1.67%	Reduced
281	Chevy Chase Trust Bethesda, Maryland	$58.4M	-$1.18M	4	0.41%	Reduced
282	RiverFront Investment Group Richmond, Virginia	$58.2M	+$1.44M	1	1.44%	Increased
283	Crawford Investment Counsel Atlanta, Georgia	$58M	+$2.62M	3	2.05%	Increased
284	Silvercrest Asset Management New York	$57.8M	+$1.88M	3	0.87%	Increased
285	MWR McAdams Wright Ragen Seattle, Washington	$56.8M	+$613K	5	3.17%	Increased
286	SCCM Schafer Cullen Capital Management New York	$56.5M	+$1.17M	1	0.52%	Increased
287	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$56.1M	-$6M	2	1.99%	Reduced
288	Korea Investment Corp Seoul, South Korea	$55.5M	-$16.2M	6	0.46%	Reduced
289	Pzena Investment Management New York	$54.2M	+$10.5M	1	0.3%	Increased
290	CC Cannell & Co New York	$53.8M	-$8.4M	4	1.65%	Reduced
291	Teacher Retirement System of Texas Austin, Texas	$53.7M	+$3.71M	15	0.44%	Increased
292	Nomura Asset Management Tokyo, Japan	$52.3M	+$7.45M	8	0.97%	Increased
293	Sit Investment Associates Minneapolis, Minnesota	$52.2M	-$10.2M	3	0.89%	Reduced
294	Gotham Asset Management New York	$51.6M	+$18.3M	7	0.65%	Increased
295	Gateway Investment Advisers Cincinnati, Ohio	$51.3M	-$3.79M	4	0.4%	Reduced
296	WBC Westpac Banking Corp Sydney, Australia	$51.1M	+$1.35M	7	0.49%	Increased
297	LI LMCG Investments Boston, Massachusetts	$50.8M	+$22.3M	3	1.1%	Increased
298	Capital International Los Angeles, California	$50.7M	-$690K	2	3.13%	Reduced
299	Kornitzer Capital Management Shawnee Mission, Kansas	$50.6M	-$356K	3	0.54%	Reduced
300	TPSF Texas Permanent School Fund Austin, Texas	$50.1M	-$1.61M	10	0.52%	Reduced