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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
301	Cookson Peirce & Co Pittsburgh, Pennsylvania	$316M	-$33.6M	11	10.42%	Reduced
302	IEQ Capital Foster City, California	$315M	-$55.7M	24	1.45%	Reduced
303	Nykredit A/S Nordhavn, Denmark	$314M	+$314M	29	1.2%	New
304	ECP Electron Capital Partners New York	$314M	+$99.1M	3	12.53%	Increased
305	Loomis, Sayles & Company Boston, Massachusetts	$313M	-$72M	12	0.39%	Reduced
306	EPM Equitec Proprietary Markets Chicago, Illinois	$312M	+$323M	1	55.84%	New
307	Walleye Capital New York	$310M	+$47.1M	34	1.11%	Increased
308	AG Avala Global New York	$308M	+$175M	3	11.34%	Increased
309	NewEdge Advisors New Orleans, Louisiana	$307M	+$29.8M	42	0.91%	Increased
310	Pacer Advisors Malvern, Pennsylvania	$304M	-$147M	20	0.77%	Reduced
311	Candriam SCA Strassen, Luxembourg, Luxembourg	$303M	+$6.36M	11	1.37%	Increased
312	NSCM New South Capital Management Memphis, Tennessee	$303M	-$139M	2	13.3%	Reduced
313	Zacks Investment Management Chicago, Illinois	$302M	+$14.4M	10	2.15%	Increased
314	SRS Investment Management New York	$301M	-$74.4M	2	2.78%	Reduced
315	ZP Zimmer Partners New York	$300M	+$94.2M	9	6.91%	Increased
316	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$299M	-$16.3M	10	1.35%	Reduced
317	Castle Hook Partners New York	$299M	-$376M	2	1.37%	Reduced
318	Arizona State Retirement System Phoenix, Arizona	$297M	+$8.44M	29	1.5%	Increased
319	STT Singapore Technologies Telemedia Singapore	$295M	$0	1	100%	Maintained
320	Eurizon Capital SGR SpA Milan,	$295M	+$15.3M	20	0.79%	Increased
321	Encompass Capital Advisors New York	$294M	+$25M	4	10.45%	Increased
322	Stephens Investment Management Group Houston, Texas	$292M	-$36.7M	5	3.13%	Reduced
323	Swiss Life Asset Management Zurich,	$292M	-$27.7M	28	0.97%	Reduced
324	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$285M	-$574M	3	0.86%	Reduced
325	British Columbia Investment Management Victoria, British Columbia, Canada	$285M	+$51.1M	13	1.78%	Increased