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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	Teacher Retirement System of Texas Austin, Texas	$74M	+$35.2M	10	0.46%	Increased
277	CA Cortland Advisers Wilmington, Delaware	$72.9M	-$2.05M	1	3.34%	Reduced
278	Cincinnati Financial Corp Fairfield, Ohio	$72.8M	$0	1	3.31%	Maintained
279	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$72.3M	-$13.7M	1	3.17%	Reduced
280	Pinnacle Associates New York	$72.1M	-$1.91M	6	1.33%	Reduced
281	SFM Systematic Financial Management Teaneck, New Jersey	$72.1M	-$2.36M	5	1.46%	Reduced
282	Abrams Capital Management Boston, Massachusetts	$71.5M	-$50.9M	1	2.79%	Reduced
283	AIM Allen Investment Management New York	$71.2M	-$2.35M	4	3.25%	Reduced
284	Douglas Lane & Associates New York	$70.5M	-$4.62M	3	1.62%	Reduced
285	Employees Retirement System of Texas Austin, Texas	$69.7M	+$1.45M	7	0.91%	Increased
286	State of Alaska Department of Revenue Juneau, Alaska	$69.5M	+$11.9M	12	3.53%	Increased
287	Arizona State Retirement System Phoenix, Arizona	$68.8M	+$17.5M	13	0.82%	Increased
288	Brandywine Global Investment Management Philadelphia, Pennsylvania	$68.4M	-$2.93M	4	0.43%	Reduced
289	TCM Tensile Capital Management Larkspur, California	$68.1M	+$1.37M	2	12.95%	Increased
290	Zevenbergen Capital Investments Edmonds, Washington	$67.4M	-$3.23M	2	2.93%	Reduced
291	ALPS Advisors Denver, Colorado	$67.3M	-$22.3M	7	0.48%	Reduced
292	PHAM Pacific Heights Asset Management San Francisco, California	$67.2M	-$12.3M	2	6.42%	Reduced
293	DekaBank Deutsche Girozentrale Frankfurt, Germany	$66.4M	+$743K	11	0.52%	Increased
294	SJIC St. James Investment Company Southlake, Texas	$66.1M	+$1.84M	1	7.44%	Increased
295	CIP Champlain Investment Partners Burlington, Vermont	$66M	-$39.7M	1	0.78%	Reduced
296	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$65.6M	-$2.23M	3	0.1%	Reduced
297	Factory Mutual Insurance Waltham, Massachusetts	$65.5M	+$3.22M	2	0.72%	Increased
298	Santa Barbara Asset Management Los Angeles, California	$65.2M	+$65.9M	1	1.04%	New
299	LM Luminus Management Houston, Texas	$64.9M	+$9.47M	2	1.72%	Increased
300	Gulf International Bank (UK) London, United Kingdom	$64.4M	+$2.75M	9	0.87%	Increased