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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$42.9M	+$139K	14	0.33%	Increased
302	Employees Retirement System of Texas Austin, Texas	$42.9M	-$9.88M	9	0.59%	Reduced
303	Marshall Wace London, United Kingdom	$42.7M	+$792K	8	0.4%	Increased
304	Columbia Wanger Asset Management Chicago, Illinois	$42.6M	-$2.74M	1	0.43%	Reduced
305	Addenda Capital Montreal, Quebec, Canada	$42.6M	+$336K	1	4.02%	Increased
306	LCM Lakewood Capital Management New York	$42.4M	$0	1	1.83%	Maintained
307	DL Delta Lloyd Amsterdam, Netherlands	$41.3M	+$1.58M	6	1.42%	Increased
308	Amundi Asset Management US Boston, Massachusetts	$41M	+$29.1M	3	0.15%	Increased
309	ACM Archer Capital Management New York	$40.6M	+$2.57M	1	7.98%	Increased
310	FMA Fiduciary Management Associates Chicago, Illinois	$40.6M	+$7.07M	2	2.38%	Increased
311	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$40.5M	+$8.46M	1	0.75%	Increased
312	OCM Osterweis Capital Management San Francisco, California	$40.4M	-$28M	1	3.72%	Reduced
313	Egerton Capital (UK) London, United Kingdom	$40.1M	+$1.7M	1	0.42%	Increased
314	US Bancorp Minneapolis, Minnesota	$39.5M	+$1.77M	21	0.16%	Increased
315	MG Meritage Group San Francisco, California	$39.3M	-$21.4M	1	0.98%	Reduced
316	TCA Taconic Capital Advisors New York	$39.1M	$0	1	1.28%	Maintained
317	Zurich Cantonal Bank Zurich, Switzerland	$39M	+$4.2M	18	0.49%	Increased
318	MAMU Marathon Asset Management (UK) London, United Kingdom	$39M	-$587K	1	0.88%	Reduced
319	CIM Calvert Investment Management Bethesda, Maryland	$38.9M	+$11.5M	5	1.78%	Increased
320	ING Group Amsterdam, Netherlands	$38.1M	+$11.4M	5	0.23%	Increased
321	BNP Paribas Financial Markets Paris, France	$38.1M	-$12.5M	19	0.19%	Reduced
322	Scotia Capital Toronto, Ontario, Canada	$37.7M	+$2.98M	2	0.86%	Increased
323	Obermeyer Wealth Partners Aspen, Colorado	$37.3M	-$10.6M	3	3.4%	Reduced
324	Balyasny Asset Management Chicago, Illinois	$36.7M	-$15.2M	7	0.26%	Reduced
325	Diamond Hill Capital Management Columbus, Ohio	$36.7M	+$2.34M	1	0.24%	Increased