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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	Pzena Investment Management New York	$151M	+$9.12M	2	0.57%	Increased
277	Harding Loevner Bridgewater, New Jersey	$150M	+$1.85M	2	0.58%	Increased
278	Ariel Investments Chicago, Illinois	$149M	-$7.12M	1	1.25%	Reduced
279	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$147M	+$8.8M	24	0.24%	Increased
280	Mairs & Power Inc St Paul, Minnesota	$146M	-$519K	1	1.35%	Reduced
281	Capital Advisors Inc Tulsa, Oklahoma	$144M	-$13.6M	4	3.86%	Reduced
282	SIC Schwartz Investment Counsel Plymouth, Michigan	$142M	-$13.8M	3	5.51%	Reduced
283	Royce & Associates New York	$141M	+$587K	9	1.05%	Increased
284	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$141M	+$87.9M	7	1.36%	Increased
285	Check Capital Management Costa Mesa, California	$140M	-$1.95M	1	5.87%	Reduced
286	William Blair & Company Chicago, Illinois	$139M	+$7.27M	14	0.44%	Increased
287	BC Brahman Capital New York	$138M	-$4.18M	1	10.06%	Reduced
288	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$137M	-$87.9M	1	0.24%	Reduced
289	Capital International Inc Los Angeles, California	$137M	+$37M	3	1.27%	Increased
290	Rothschild & Co Asset Management US Stamford, Connecticut	$136M	-$3.16M	1	1.6%	Reduced
291	River Road Asset Management Louisville, Kentucky	$134M	-$11M	1	1.42%	Reduced
292	WCMNY Westchester Capital Management (New York) Valhalla, New York	$134M	+$126M	1	3.8%	New
293	Tiger Global Management New York	$134M	$0	2	0.29%	Maintained
294	Silvercrest Asset Management New York	$133M	-$1.71M	6	0.84%	Reduced
295	Aristotle Capital Management Los Angeles, California	$133M	+$24.3M	2	0.23%	Increased
296	Glenmede Trust Philadelphia, Pennsylvania	$132M	-$641K	14	0.63%	Reduced
297	Jane Street New York	$130M	-$36.2M	28	0.04%	Reduced
298	Pinnacle Associates New York	$130M	-$10.3M	11	2.24%	Reduced
299	Cerity Partners New York	$129M	+$2.52M	11	1.97%	Increased
300	Capital Group Private Client Services Los Angeles, California	$128M	-$3.68M	2	1.37%	Reduced