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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	Johnson Investment Counsel Cincinnati, Ohio	$49.3M	+$202K	2	1.76%	Increased
302	Sentry Investments Toronto, Ontario, Canada	$49.2M	+$7.9M	2	0.61%	Increased
303	Conestoga Capital Advisors Wayne, Pennsylvania	$48.7M	-$288K	1	3.27%	Reduced
304	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$48.2M	+$1.48M	2	0.52%	Increased
305	JC Joho Capital New York	$48M	-$2.11M	1	7.33%	Reduced
306	State of Michigan Retirement System Lansing, Michigan	$47.6M	+$10.2M	5	0.33%	Increased
307	CCMH Cornerstone Capital Management Holdings New York	$47.2M	+$9.15M	9	0.52%	Increased
308	SG Americas Securities New York	$47.1M	-$38.7M	10	0.27%	Reduced
309	Pinnacle Associates New York	$47M	-$86K	4	0.92%	Reduced
310	Scotia Capital Toronto, Ontario, Canada	$45.6M	-$7.72M	3	0.98%	Reduced
311	ProShare Advisors Bethesda, Maryland	$45.5M	-$1.77M	16	0.59%	Reduced
312	SFM Systematic Financial Management Teaneck, New Jersey	$45.5M	-$38.4M	6	0.31%	Reduced
313	T TOBAM Paris, France	$44.8M	-$20.6M	3	1.99%	Reduced
314	Hamlin Capital Management New York	$44.2M	+$4.03M	1	2.48%	Increased
315	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$44M	+$15.1M	5	1.3%	Increased
316	Farallon Capital Management San Francisco, California	$43.8M	+$13.7M	1	0.63%	Increased
317	RRC Red Rocks Capital Denver, Colorado	$43.7M	+$5.12M	1	12.04%	Increased
318	Nomura Holdings Tokyo, Japan	$43.3M	-$67.5M	13	0.01%	Reduced
319	HA Heartland Advisors Milwaukee, Wisconsin	$43.2M	-$56.5K	2	0.75%	Reduced
320	Thompson Siegel & Walmsley Richmond, Virginia	$43.2M	+$23.2M	5	0.84%	Increased
321	Capital International Sarl Los Angeles, California	$43.2M	-$689K	2	2.42%	Reduced
322	SRES Starwood Real Estate Securities Greenwich, Connecticut	$43M	+$10.8M	2	8.66%	Increased
323	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$42.9M	-$15.9M	4	0.12%	Reduced
324	Ferguson Wellman Capital Management Portland, Oregon	$42.5M	+$693K	3	1.79%	Increased
325	Luther King Capital Management (LKCM) Fort Worth, Texas	$42.3M	+$7.83M	4	0.33%	Increased