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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	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$128M	-$5.07M	4	7.15%	Reduced
302	Montrusco Bolton Investments Montreal, Quebec, Canada	$128M	-$11.4M	2	3.01%	Reduced
303	Horizon Kinetics Asset Management New York	$127M	+$4.43M	5	2.8%	Increased
304	SIG Senator Investment Group New York	$126M	+$12.5M	1	2.44%	Increased
305	HS Hazelview Securities Toronto, Ontario, Canada	$126M	-$40.1M	3	15.85%	Reduced
306	USS Investment Management London, United Kingdom	$126M	+$12.3M	8	0.95%	Increased
307	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$125M	-$200M	4	11%	Reduced
308	Nordea Investment Management Stockholm, Sweden	$123M	-$82M	10	0.15%	Reduced
309	Arizona State Retirement System Phoenix, Arizona	$122M	-$1.64M	23	0.93%	Reduced
310	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$122M	+$61.4M	6	0.59%	Increased
311	Mariner Overland Park, Kansas	$121M	+$17.2M	10	0.51%	Increased
312	Comerica Bank Dallas, Texas	$119M	-$6.71M	20	0.88%	Reduced
313	Copeland Capital Management Conshohocken, Pennsylvania	$119M	+$36.7M	4	3.09%	Increased
314	TIAM TT International Asset Management London, United Kingdom	$117M	+$12.1M	1	7.82%	Increased
315	Bowen Hanes & Co Ponte Vedra Beach, Florida	$117M	+$3.29M	5	3.3%	Increased
316	M&T Bank Buffalo, New York	$117M	+$3.84M	17	0.49%	Increased
317	Davis Selected Advisers Tucson, Arizona	$117M	-$12.9M	5	0.54%	Reduced
318	Johnson Investment Counsel Cincinnati, Ohio	$116M	-$1.81M	8	1.42%	Reduced
319	Candriam SCA Strassen, Luxembourg, Luxembourg	$116M	+$8.29M	9	0.74%	Increased
320	Westfield Capital Management Boston, Massachusetts	$112M	+$61.6M	2	0.67%	Increased
321	IAM Iridian Asset Management Westport, Connecticut	$111M	-$132M	3	6.83%	Reduced
322	Amalgamated Bank New York	$111M	+$1.32M	17	0.82%	Increased
323	Wedge Capital Management Charlotte, North Carolina	$111M	-$14.1M	4	1.37%	Reduced
324	United Capital Financial Advisors Irving, Texas	$110M	+$1.79K	8	0.51%	Increased
325	Homestead Advisers Arlington, Virginia	$110M	-$692K	4	2.53%	Reduced