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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	TPSF Texas Permanent School Fund Austin, Texas	$80M	+$8.96M	14	1.08%	Increased
302	Commerce Bank Kansas City, Missouri	$79.1M	+$17.6M	8	0.72%	Increased
303	Mairs & Power Inc St Paul, Minnesota	$79M	+$1.11M	1	0.99%	Increased
304	Royce & Associates New York	$77.9M	-$6.77M	7	0.84%	Reduced
305	Barings Charlotte, North Carolina	$77M	+$26.8M	7	1.77%	Increased
306	Addenda Capital Montreal, Quebec, Canada	$76.5M	-$6.53M	1	5.59%	Reduced
307	Marshall Wace North America New York	$76.1M	-$20.2M	14	0.49%	Reduced
308	BTP Bloom Tree Partners New York	$75.1M	+$55.9M	1	7.66%	Increased
309	State of Michigan Retirement System Lansing, Michigan	$74.6M	+$12.4M	10	0.59%	Increased
310	William Blair & Company Chicago, Illinois	$74.4M	+$6.17M	10	0.32%	Increased
311	EC EMS Capital New York	$74M	$0	1	6.87%	Maintained
312	United Capital Financial Advisors Irving, Texas	$73.5M	-$2.16M	8	0.48%	Reduced
313	SAM Scopus Asset Management New York	$72.7M	-$23.3M	3	1.41%	Reduced
314	Boston Financial Management Boston, Massachusetts	$72.3M	+$2.02M	2	3.52%	Increased
315	HighTower Advisors Chicago, Illinois	$72.2M	+$1.53M	12	0.35%	Increased
316	MLICM Metropolitan Life Insurance Company (MetLife) New York	$72.1M	-$1.97M	21	1.22%	Reduced
317	Bowen Hanes & Co Ponte Vedra Beach, Florida	$71.7M	+$3.04M	4	2.59%	Increased
318	DCM Dupont Capital Management Wilmington, Delaware	$71.7M	-$1.86M	13	1.58%	Reduced
319	Madison Asset Management Madison, Wisconsin	$71.3M	-$3.43M	3	1.19%	Reduced
320	LPU Lansdowne Partners (UK) London, United Kingdom	$71.2M	+$7.82M	1	2.86%	Increased
321	PR Payden & Rygel Los Angeles, California	$71M	+$11.4M	3	4.21%	Increased
322	Moore Capital Management New York	$71M	-$5.73M	5	1.35%	Reduced
323	Ceredex Value Advisors Orlando, Florida	$71M	+$32.5M	2	1.04%	Increased
324	SIG Senator Investment Group New York	$71M	+$34.3M	2	2.07%	Increased
325	SIC Schwartz Investment Counsel Plymouth, Michigan	$69.3M	-$6.18M	4	3.5%	Reduced