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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	Geneva Capital Management Milwaukee, Wisconsin	$141M	+$5.8M	2	2.66%	Increased
277	T. Rowe Price Investment Management Baltimore, Maryland	$140M	+$84.1M	6	0.09%	Increased
278	Panagora Asset Management Boston, Massachusetts	$139M	-$17.1M	12	0.78%	Reduced
279	HS Hazelview Securities Toronto, Ontario, Canada	$138M	-$37.2M	3	24.72%	Reduced
280	CAPTRUST Financial Advisors Raleigh, North Carolina	$137M	+$7.47M	19	0.47%	Increased
281	Arizona State Retirement System Phoenix, Arizona	$137M	+$226K	22	1.04%	Increased
282	MetLife Investment Management Whippany, New Jersey	$136M	+$1.97M	23	0.98%	Increased
283	BC BIT Capital Berlin, Germany	$132M	+$33M	7	12.98%	Increased
284	Amalgamated Bank New York	$131M	-$3.65M	26	1.04%	Reduced
285	Paradigm Capital Management Inc Albany, New York	$129M	-$2.73M	2	6.7%	Reduced
286	Great Lakes Advisors Chicago, Illinois	$128M	-$25.4M	6	1.22%	Reduced
287	Tudor Investment Corp Stamford, Connecticut	$127M	-$2.87M	9	1.02%	Reduced
288	Haverford Trust Company Radnor, Pennsylvania	$126M	+$7.69M	4	1.4%	Increased
289	Moore Capital Management New York	$126M	-$3.22M	5	2.17%	Reduced
290	W.H. Reaves & Co Jersey City, New Jersey	$126M	+$4.06M	4	4.57%	Increased
291	Starboard Value New York	$125M	-$64.3M	1	2.61%	Reduced
292	Hennessy Advisors Inc Novato, California	$124M	+$108M	5	6.27%	Increased
293	Manning & Napier Group Fairport, New York	$124M	-$666K	3	1.47%	Reduced
294	PointState Capital New York	$123M	-$137M	1	2.97%	Reduced
295	Check Capital Management Costa Mesa, California	$121M	-$417K	1	4.46%	Reduced
296	Fifth Third Bancorp Cincinnati, Ohio	$121M	+$8.36M	19	0.51%	Increased
297	State of Michigan Retirement System Lansing, Michigan	$121M	+$1.81M	10	0.72%	Increased
298	SIG Senator Investment Group New York	$120M	+$12.3M	4	5.15%	Increased
299	Candriam SCA Strassen, Luxembourg, Luxembourg	$120M	+$1.74M	8	0.83%	Increased
300	William Blair & Company Chicago, Illinois	$119M	-$2.03M	13	0.41%	Reduced