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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	US Bancorp Minneapolis, Minnesota	$52.5M	-$2.34M	20	0.2%	Reduced
302	CIP Champlain Investment Partners Burlington, Vermont	$51.9M	+$6.39M	1	0.83%	Increased
303	Gabelli Funds Rye, New York	$51.7M	-$2.29M	7	0.25%	Reduced
304	Aperio Group Sausalito, California	$51.7M	+$6.54M	17	0.64%	Increased
305	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$51.4M	-$7.02M	11	0.58%	Reduced
306	BOK Financial Tulsa, Oklahoma	$51.3M	-$1.16M	3	1.77%	Reduced
307	State of Michigan Retirement System Lansing, Michigan	$51.3M	+$3.56M	5	0.34%	Increased
308	Addenda Capital Montreal, Quebec, Canada	$51M	+$2.4M	1	4.05%	Increased
309	Kornitzer Capital Management Shawnee Mission, Kansas	$50.4M	-$2.08M	3	0.59%	Reduced
310	WBC Westpac Banking Corp Sydney, Australia	$50.3M	+$7.47M	9	0.48%	Increased
311	Pinnacle Associates New York	$50.3M	+$418K	5	0.99%	Increased
312	ProShare Advisors Bethesda, Maryland	$50.1M	+$7.12M	15	0.58%	Increased
313	TEC Tiger Eye Capital Nashville, Tennessee	$49M	-$22.2M	1	3.89%	Reduced
314	MLICM Metropolitan Life Insurance Company (MetLife) New York	$49M	-$525K	15	0.34%	Reduced
315	Aberdeen Asset Management Aberdeen, United Kingdom	$48.9M	-$23.5M	6	0.12%	Reduced
316	HA Heartland Advisors Milwaukee, Wisconsin	$48.6M	+$4.17M	3	0.96%	Increased
317	Weiss Multi-Strategy Advisers New York	$48.3M	+$32.8M	2	1.66%	Increased
318	TCG Tremblant Capital Group West Palm Beach, Florida	$48.2M	+$4.32M	1	2.32%	Increased
319	ECM EII Capital Management New York	$47.9M	-$67.6M	1	5.54%	Reduced
320	BNP Paribas Financial Markets Paris, France	$47.8M	-$2.68M	12	0.17%	Reduced
321	MSA Mason Street Advisors Milwaukee, Wisconsin	$47.6M	+$3.72M	13	0.33%	Increased
322	Conestoga Capital Advisors Wayne, Pennsylvania	$47.4M	-$1.31M	1	3.3%	Reduced
323	Luther King Capital Management (LKCM) Fort Worth, Texas	$47M	-$2.04M	5	0.38%	Reduced
324	PIMC Praesidium Investment Management Company New York	$46.7M	-$582K	1	4.38%	Reduced
325	YCMGA York Capital Management Global Advisors New York	$46.2M	+$532K	1	0.42%	Increased