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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	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$130M	$0	1	0.63%	Maintained
302	Fiera Capital (Canada) Montreal, Quebec, Canada	$128M	-$32.7M	4	0.4%	Reduced
303	Whittier Trust South Pasadena, California	$128M	+$5.57M	14	1.82%	Increased
304	Heard Capital LLC Chicago, Illinois	$127M	+$10.4M	2	7.75%	Increased
305	Check Capital Management Costa Mesa, California	$127M	+$551K	1	4.19%	Increased
306	GA GRS Advisors Chicago, Illinois	$125M	+$94.7M	3	14.46%	Increased
307	ZP Zimmer Partners New York	$125M	+$46.3M	6	2.3%	Increased
308	Nissay Asset Management Tokyo, Japan	$124M	+$29.2M	9	0.82%	Increased
309	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$124M	+$7.51M	9	1.19%	Increased
310	Osaic Holdings Scottsdale, Arizona	$124M	-$18.9M	39	0.29%	Reduced
311	Cresset Asset Management Chicago, Illinois	$123M	+$8.45M	19	0.52%	Increased
312	Great Lakes Advisors Chicago, Illinois	$123M	-$3.05M	8	1.09%	Reduced
313	Aristotle Capital Management Los Angeles, California	$122M	+$1.84M	2	0.24%	Increased
314	Trillium Asset Management Boston, Massachusetts	$122M	+$2.53M	4	3.08%	Increased
315	Gabelli Funds Rye, New York	$122M	-$2M	11	0.93%	Reduced
316	Första AP-fonden Stockholm, Sweden	$122M	-$6.45M	10	1.08%	Reduced
317	WCP Waterfront Capital Partners New York	$121M	-$4.12M	4	14.2%	Reduced
318	Varma Mutual Pension Insurance Co Helsinki, Finland	$121M	-$1.59M	8	0.97%	Reduced
319	Valeo Financial Advisors Carmel, Indiana	$120M	+$109M	7	3.76%	Increased
320	KBC Group Brussels, Belgium	$120M	+$9.16M	21	0.36%	Increased
321	Amalgamated Bank New York	$118M	-$3.93M	25	1.01%	Reduced
322	Fiduciary Management Inc Milwaukee, Wisconsin	$118M	-$135M	1	1.1%	Reduced
323	Ceredex Value Advisors Orlando, Florida	$118M	+$42.7M	4	2.23%	Increased
324	Segall Bryant & Hamill Chicago, Illinois	$117M	-$63.5M	9	2.07%	Reduced
325	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$116M	+$9.88M	10	1.37%	Increased