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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	SCM Stevens Capital Management Radnor, Pennsylvania	$50.8M	+$34.3M	8	2.03%	Increased
302	Robeco Institutional Asset Management Rotterdam, Netherlands	$50.5M	-$10.3M	7	0.38%	Reduced
303	Dana Investment Advisors Waukesha, Wisconsin	$47.9M	-$72.5K	2	2.13%	Reduced
304	Tocqueville Asset Management New York	$47.7M	-$8.06M	3	0.57%	Reduced
305	William Blair & Company Chicago, Illinois	$47.6M	-$234K	7	0.44%	Reduced
306	TCG Tremblant Capital Group West Palm Beach, Florida	$46.7M	+$8.48M	1	2.71%	Increased
307	HI Honeywell International Charlotte, North Carolina	$46.6M	+$5.3M	5	1.19%	Increased
308	Envestnet Asset Management Chicago, Illinois	$46.3M	+$661K	17	0.18%	Increased
309	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$46.3M	-$750K	1	2.03%	Reduced
310	TPSF Texas Permanent School Fund Austin, Texas	$46.1M	+$2.79M	12	0.61%	Increased
311	Scotia Capital Toronto, Ontario, Canada	$46M	+$860K	4	0.93%	Increased
312	Addenda Capital Montreal, Quebec, Canada	$45.6M	-$155K	1	3.79%	Reduced
313	Gulf International Bank (UK) London, United Kingdom	$45.6M	+$470K	8	0.77%	Increased
314	KeyBank National Association Cleveland, Ohio	$45.2M	-$1.31M	9	0.29%	Reduced
315	BA Boston Advisors Boston, Massachusetts	$45.1M	+$2.8M	5	1.13%	Increased
316	Suntrust Banks Atlanta, Georgia	$45M	+$21.9M	10	0.28%	Increased
317	Natixis Advisors Boston, Massachusetts	$45M	+$6.17M	8	0.62%	Increased
318	DL Delta Lloyd Amsterdam, Netherlands	$44.7M	+$2.45M	7	1.5%	Increased
319	Factory Mutual Insurance Waltham, Massachusetts	$43.1M	-$46.4M	1	0.57%	Reduced
320	Virginia Retirement Systems Richmond, Virginia	$42.1M	+$39.4M	5	0.62%	New
321	CM CS McKee Pittsburgh, Pennsylvania	$42M	-$6.2M	1	1.79%	Reduced
322	State of Michigan Retirement System Lansing, Michigan	$41.7M	+$7.02M	7	0.33%	Increased
323	Raymond James Financial Services Advisors St. Petersburg, Florida	$41M	+$16.8M	11	0.4%	Increased
324	SG Americas Securities New York	$40.9M	+$9.46M	11	0.29%	Increased
325	Societe Generale	$40.9M	+$39.6M	11	0.29%	New