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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	Loomis, Sayles & Company Boston, Massachusetts	$275M	-$66M	11	0.37%	Reduced
277	DG DigitalBridge Group Boca Raton, Florida	$271M	+$48.1M	7	17.12%	Increased
278	Temasek Holdings Singapore	$269M	+$27.9M	4	0.88%	Increased
279	Wealth Enhancement Advisory Services Plymouth, Minnesota	$269M	-$32.4M	32	0.55%	Reduced
280	Munro Partners Melbourne, Australia	$265M	+$95.8M	6	8.98%	Increased
281	Westwood Holdings Group Dallas, Texas	$263M	-$37.3M	10	1.92%	Reduced
282	CAPTRUST Financial Advisors Raleigh, North Carolina	$260M	+$82.8M	33	0.45%	Increased
283	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$260M	-$13.7M	12	1.42%	Reduced
284	PointState Capital New York	$260M	-$31.4M	1	3.29%	Reduced
285	WAM WT Asset Management Hong Kong	$259M	+$51.3M	3	5.43%	Increased
286	Mirova US Boston, Massachusetts	$256M	+$53.5M	1	2.91%	Increased
287	AC Anther Capital Hong Kong,	$256M	+$255M	2	6.68%	New
288	AustralianSuper Melbourne, Australia	$254M	+$170M	5	1.33%	Increased
289	Commonwealth Equity Services Waltham, Massachusetts	$254M	-$26.2M	34	0.35%	Reduced
290	Cincinnati Financial Corp Fairfield, Ohio	$254M	$0	2	5.11%	Maintained
291	Bank Julius Baer & Co Zurich, Switzerland	$254M	+$14.9M	13	0.76%	Increased
292	DCP Darsana Capital Partners New York	$251M	-$111M	1	5.34%	Reduced
293	Empowered Funds Havertown, Pennsylvania	$249M	+$149M	18	1.59%	Increased
294	Lansforsakringar Fondforvaltning Stockholm, Sweden	$248M	+$19.3M	12	1.3%	Increased
295	Zacks Investment Management Chicago, Illinois	$247M	-$5.95M	10	1.98%	Reduced
296	Candriam SCA Strassen, Luxembourg, Luxembourg	$246M	-$3.12M	11	1.28%	Reduced
297	SCA Southpoint Capital Advisors New York	$245M	+$222M	1	5.04%	New
298	Employees Retirement System of Texas Austin, Texas	$245M	-$22.7M	7	2.14%	Reduced
299	Mairs & Power Inc St Paul, Minnesota	$244M	-$5.29M	1	2.5%	Reduced
300	HA Harbor Advisors West Palm Beach, Florida	$243M	-$10.6M	5	35.06%	Reduced