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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	Fiduciary Management Inc Milwaukee, Wisconsin	$177M	+$18.1M	1	1.7%	Increased
302	Segall Bryant & Hamill Chicago, Illinois	$176M	+$29.3M	11	2.48%	Increased
303	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$176M	-$3.12M	12	0.77%	Reduced
304	State of Michigan Retirement System Lansing, Michigan	$176M	+$286K	13	0.91%	Increased
305	Scharf Investments Los Gatos, California	$176M	-$38.9M	2	5.07%	Reduced
306	Swiss Life Asset Management Zurich,	$175M	-$42.9M	11	0.6%	Reduced
307	CET Clean Energy Transition London, United Kingdom	$175M	-$39.3M	2	14%	Reduced
308	Locust Wood Capital Advisers New York	$173M	+$13.4M	5	4.62%	Increased
309	ABN AMRO Bank Amsterdam, Netherlands	$173M	+$344K	1	2.25%	Increased
310	Mairs & Power Inc St Paul, Minnesota	$172M	+$49.3K	1	1.7%	Increased
311	Royce & Associates New York	$172M	+$23.6M	7	1.77%	Increased
312	Mirae Asset Global Investments Seoul, South Korea	$168M	-$8.08M	18	0.59%	Reduced
313	Quantinno Capital Management New York	$167M	+$45.1M	25	0.72%	Increased
314	Summit Partners Public Asset Management Boston, Massachusetts	$166M	-$34.9M	4	4.2%	Reduced
315	Picton Mahoney Asset Management Toronto, Ontario, Canada	$165M	+$135M	9	1.69%	Increased
316	Comerica Bank Dallas, Texas	$164M	+$11.3M	21	0.64%	Increased
317	Merewether Investment Management Dallas, Texas	$163M	+$113M	4	4.7%	Increased
318	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$162M	+$8.5M	10	1.47%	Increased
319	DnB Asset Management Oslo, Norway	$162M	+$2.77M	12	0.67%	Increased
320	British Columbia Investment Management Victoria, British Columbia, Canada	$161M	-$53.8M	10	0.94%	Reduced
321	Fenimore Asset Management Cobleskill, New York	$160M	-$270K	1	3.2%	Reduced
322	M&T Bank Buffalo, New York	$160M	-$31.7M	17	0.55%	Reduced
323	WI Wafra Inc New York	$160M	$0	1	95.74%	Maintained
324	SA Situational Awareness San Francisco, California	$160M	-$11.5M	2	7.52%	Reduced
325	Zacks Investment Management Chicago, Illinois	$159M	+$3.93M	7	1.36%	Increased