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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	Osaic Holdings Scottsdale, Arizona	$116M	+$13.1M	33	0.31%	Increased
277	CA Capitolis Advisors New York	$114M	+$116M	7	1.91%	New
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$114M	+$7.48M	17	0.55%	Increased
279	VanEck Associates New York	$113M	-$4.96M	13	0.33%	Reduced
280	Employees Retirement System of Texas Austin, Texas	$112M	-$33.6M	8	1.78%	Reduced
281	BTP Bloom Tree Partners New York	$111M	-$961K	1	7.73%	Reduced
282	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$111M	+$130K	4	7.57%	Increased
283	Davis Selected Advisers Tucson, Arizona	$110M	-$16.5M	5	0.53%	Reduced
284	Madison Asset Management Madison, Wisconsin	$109M	+$19.1M	3	1.61%	Increased
285	Williams Jones Wealth Management New York	$109M	+$3.69M	6	1.78%	Increased
286	TAM Timucuan Asset Management Jacksonville, Florida	$108M	-$945K	1	5.53%	Reduced
287	Teacher Retirement System of Texas Austin, Texas	$108M	+$3.56M	18	0.65%	Increased
288	Silvercrest Asset Management New York	$107M	-$16.7M	5	0.78%	Reduced
289	Creative Planning Overland Park, Kansas	$107M	+$3.37M	18	0.24%	Increased
290	Mairs & Power Inc St Paul, Minnesota	$106M	+$1.38M	1	1.17%	Increased
291	CBT Capital Bank & Trust Irvine, California	$103M	+$590K	4	1.26%	Increased
292	SAM Scopus Asset Management New York	$102M	+$18M	4	1.64%	Increased
293	Check Capital Management Costa Mesa, California	$100M	-$2.96M	1	5.48%	Reduced
294	Royce & Associates New York	$100M	-$9.51M	6	0.83%	Reduced
295	Eagle Asset Management St Petersburg, Florida	$99.6M	-$84.7M	7	0.56%	Reduced
296	Douglas Lane & Associates New York	$99.2M	-$3.6M	3	1.66%	Reduced
297	Royal London Asset Management United Kingdom	$98.8M	-$1.97M	7	0.52%	Reduced
298	Glenmede Trust Philadelphia, Pennsylvania	$97.2M	-$8.21M	11	0.53%	Reduced
299	Whale Rock Capital Management Boston, Massachusetts	$97.1M	-$178M	1	0.65%	Reduced
300	Huntington National Bank Columbus, Ohio	$96.6M	+$1.96M	15	1.26%	Increased