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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	Railway Pension Investments London, United Kingdom	$122M	$0	1	1.12%	Maintained
277	Madison Asset Management Madison, Wisconsin	$120M	+$1.28M	3	1.67%	Increased
278	Menora Mivtachim Holdings Ramat Gan, Israel	$119M	+$22.4M	1	1.95%	Increased
279	TAM Timucuan Asset Management Jacksonville, Florida	$119M	+$1.94M	1	5.26%	Increased
280	Addenda Capital Montreal, Quebec, Canada	$118M	$0	1	6.04%	Maintained
281	Pinnacle Associates New York	$117M	-$9.38M	9	2.23%	Reduced
282	Williams Jones Wealth Management New York	$117M	-$1.88M	6	1.83%	Reduced
283	Teacher Retirement System of Texas Austin, Texas	$116M	+$11.3M	19	0.64%	Increased
284	Montrusco Bolton Investments Montreal, Quebec, Canada	$114M	+$15.9M	2	3.71%	Increased
285	Silvercrest Asset Management New York	$114M	-$9.04M	5	0.77%	Reduced
286	Mairs & Power Inc St Paul, Minnesota	$114M	-$11.9M	1	1.19%	Reduced
287	Royal London Asset Management United Kingdom	$112M	+$8.48M	8	0.51%	Increased
288	Creative Planning Overland Park, Kansas	$111M	-$61.5K	18	0.22%	Reduced
289	Glenmede Trust Philadelphia, Pennsylvania	$109M	+$3.92M	12	0.59%	Increased
290	Davis Selected Advisers Tucson, Arizona	$109M	-$6.16M	5	0.48%	Reduced
291	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$108M	-$1.44M	4	6.94%	Reduced
292	IP Interval Partners New York	$108M	+$55.9M	4	4.15%	Increased
293	Check Capital Management Costa Mesa, California	$106M	-$1.84M	1	5.19%	Reduced
294	Huntington National Bank Columbus, Ohio	$105M	+$4.05M	20	1.26%	Increased
295	SM Senvest Management New York	$104M	+$10.3M	1	3.27%	Increased
296	CBT Capital Bank & Trust Irvine, California	$104M	+$4.65M	4	1.23%	Increased
297	Two Sigma Advisers New York	$103M	-$75.5M	16	0.28%	Reduced
298	Point72 Asset Management Stamford, Connecticut	$101M	-$21.4M	7	0.47%	Reduced
299	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$99.1M	+$23.6M	15	1.7%	Increased
300	William Blair & Company Chicago, Illinois	$98.3M	+$7.06M	11	0.37%	Increased