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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	NSCM New South Capital Management Memphis, Tennessee	$66.7M	-$1.2M	1	1.54%	Reduced
277	Glenmede Trust Philadelphia, Pennsylvania	$66.3M	+$11.8M	16	0.32%	Increased
278	Great Lakes Advisors Chicago, Illinois	$65.3M	+$2.66M	4	1.68%	Increased
279	Natixis Advisors Boston, Massachusetts	$65.2M	+$8M	11	0.72%	Increased
280	CC Cannell & Co New York	$64.9M	+$4.45M	3	2.29%	Increased
281	Thornburg Investment Management Santa Fe, New Mexico	$64.3M	-$3.47M	3	0.52%	Reduced
282	Cincinnati Financial Corp Fairfield, Ohio	$64M	$0	1	3.12%	Maintained
283	Employees Retirement System of Texas Austin, Texas	$63.6M	-$1.9M	8	0.87%	Reduced
284	Zevenbergen Capital Investments Edmonds, Washington	$63.4M	+$6.18M	2	2.92%	Increased
285	Balyasny Asset Management Chicago, Illinois	$62.2M	-$20.4M	10	0.29%	Reduced
286	Factory Mutual Insurance Waltham, Massachusetts	$61M	-$14.9M	2	0.72%	Reduced
287	DCM Daruma Capital Management New York	$60.4M	+$5.39M	1	3.52%	Increased
288	AMF Tjänstepension Stockholm, Sweden	$60.2M	+$5.88M	3	0.69%	Increased
289	DL Delta Lloyd Amsterdam, Netherlands	$60.1M	-$941K	5	1.81%	Reduced
290	Gateway Investment Advisers Cincinnati, Ohio	$59.5M	-$4.45M	6	0.55%	Reduced
291	Temasek Holdings Singapore	$59.2M	$0	1	0.44%	Maintained
292	Scotia Capital Toronto, Ontario, Canada	$58.9M	-$2.91M	4	1.01%	Reduced
293	MP Makaira Partners La Jolla, California	$58.5M	-$1.2M	1	8.78%	Reduced
294	Amundi Asset Management US Boston, Massachusetts	$57.9M	-$1.2M	5	0.2%	Reduced
295	MC MIG Capital Newport Beach, California	$57.2M	+$7.49M	1	8.67%	Increased
296	SM Senvest Management New York	$57.1M	+$31.6M	1	4.09%	Increased
297	Welch & Forbes Boston, Massachusetts	$56.9M	-$1.49M	2	1.63%	Reduced
298	HCM HMI Capital Management San Francisco, California	$56.7M	$0	1	9.06%	Maintained
299	SJIC St. James Investment Company Southlake, Texas	$56.7M	-$381K	1	6.84%	Reduced
300	NN Investment Partners Holdings The Hague, Netherlands	$56M	-$2.23M	8	0.53%	Reduced