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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	$171M	+$24M	2	3.19%	Increased
277	William Blair Investment Management Chicago, Illinois	$170M	-$18.6M	5	0.48%	Reduced
278	Jacobs Levy Equity Management Florham Park, New Jersey	$169M	+$97.9M	7	0.67%	Increased
279	VARA Value Aligned Research Advisors Princeton, New Jersey	$165M	+$166M	4	12.03%	Increased
280	Fifth Third Bancorp Cincinnati, Ohio	$164M	+$10M	23	0.62%	Increased
281	GW&K Investment Management Boston, Massachusetts	$164M	+$19.7M	15	1.52%	Increased
282	M&T Bank Buffalo, New York	$163M	-$9.37M	17	0.59%	Reduced
283	Lansforsakringar Fondforvaltning Stockholm, Sweden	$162M	-$4.77M	9	1%	Reduced
284	WorldQuant Millennium Advisors New York	$161M	+$104M	4	1.02%	Increased
285	CET Clean Energy Transition London, United Kingdom	$161M	+$22.4M	2	19.88%	Increased
286	Check Capital Management Costa Mesa, California	$157M	-$168K	1	4.58%	Reduced
287	Jump Financial Chicago, Illinois	$156M	+$127M	17	2.06%	Increased
288	Cooperman Leon G	$156M	+$6.15M	1	6.19%	Increased
289	BC BIT Capital Berlin, Germany	$153M	+$31.7M	6	13.15%	Increased
290	Meitav Investment House Bene-Beraq, Israel	$153M	+$50.5M	4	2.82%	Increased
291	Homestead Advisers Arlington, Virginia	$152M	-$89.4K	5	3.73%	Reduced
292	Arizona State Retirement System Phoenix, Arizona	$152M	+$2.61M	26	0.97%	Increased
293	IP Interval Partners New York	$151M	+$50.4M	3	3.16%	Increased
294	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$149M	+$13.8M	12	0.73%	Increased
295	TCM Tekne Capital Management New York	$148M	-$10.1M	1	56.59%	Reduced
296	Cerity Partners New York	$148M	+$14.6M	24	0.3%	Increased
297	Conestoga Capital Advisors Wayne, Pennsylvania	$148M	-$178K	1	2.23%	Reduced
298	Railway Pension Investments London, United Kingdom	$147M	-$5.33M	4	2.09%	Reduced
299	Haverford Trust Company Radnor, Pennsylvania	$146M	+$14.5M	5	1.47%	Increased
300	TC TwinBeech Capital Purchase, New York	$145M	+$129M	9	2.64%	Increased