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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	MetLife Investment Management Whippany, New Jersey	$120M	-$5.65M	23	0.87%	Reduced
277	WCP Waterfront Capital Partners New York	$119M	+$2.71M	2	10.01%	Increased
278	Walleye Capital New York	$118M	+$4.62M	14	0.43%	Increased
279	W.H. Reaves & Co Jersey City, New Jersey	$116M	-$13.8M	4	4.29%	Reduced
280	Amalgamated Bank New York	$116M	-$2.03M	26	0.94%	Reduced
281	Geneva Capital Management Milwaukee, Wisconsin	$116M	-$510K	2	2.29%	Reduced
282	Great Lakes Advisors Chicago, Illinois	$113M	-$2.97M	8	1.13%	Reduced
283	Fred Alger Management New York	$113M	-$27.6M	7	0.58%	Reduced
284	Loomis, Sayles & Company Boston, Massachusetts	$113M	-$3.06M	9	0.18%	Reduced
285	Assenagon Asset Management Senningerberg, Luxembourg	$113M	-$32.7M	17	0.39%	Reduced
286	Border to Coast Pensions Partnership Leeds, United Kingdom	$113M	$0	2	2.83%	Maintained
287	PWAM Park West Asset Management San Francisco, California	$112M	-$4.24M	1	9.83%	Reduced
288	William Blair & Company Chicago, Illinois	$112M	-$5.06M	10	0.41%	Reduced
289	Locust Wood Capital Advisers New York	$111M	+$5.13M	2	5.17%	Increased
290	Schonfeld Strategic Advisors New York	$111M	-$7.33M	17	0.95%	Reduced
291	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$111M	+$8.24M	4	8.04%	Increased
292	SFM Systematic Financial Management Teaneck, New Jersey	$108M	-$3.6M	4	3.42%	Reduced
293	Capital Group Private Client Services Los Angeles, California	$108M	-$816K	1	1.27%	Reduced
294	Cresset Asset Management Chicago, Illinois	$108M	+$94.5M	13	0.13%	Increased
295	Candriam SCA Strassen, Luxembourg, Luxembourg	$107M	-$10.7M	7	0.77%	Reduced
296	Glenmede Trust Philadelphia, Pennsylvania	$106M	+$39.6K	13	0.6%	Increased
297	State of Michigan Retirement System Lansing, Michigan	$106M	+$902K	9	0.65%	Increased
298	TPSF Texas Permanent School Fund Austin, Texas	$106M	+$214K	13	0.98%	Increased
299	AACA American Assets Capital Advisers San Diego, California	$106M	+$2.97M	5	26.69%	Increased
300	SI Standard Investments New York	$105M	-$14.4M	1	5.4%	Reduced