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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
326	MAMU Marathon Asset Management (UK) London, United Kingdom	$41.9M	-$7.36M	1	1.03%	Reduced
327	Addenda Capital Montreal, Quebec, Canada	$41.7M	+$124K	1	3.53%	Increased
328	HCCM Herring Creek Capital Management Stamford, Connecticut	$41.6M	-$6.63M	2	8.11%	Reduced
329	MSA Mason Street Advisors Milwaukee, Wisconsin	$41.5M	+$364K	12	0.32%	Increased
330	Aperio Group Sausalito, California	$41.5M	+$5.2M	13	0.6%	Increased
331	Manning & Napier Advisors Fairport, New York	$41.4M	-$26.5M	3	0.16%	Reduced
332	PIMC Praesidium Investment Management Company New York	$41.3M	-$644K	1	3.71%	Reduced
333	TI Tyrian Investments New York	$41M	+$37M	1	5.08%	New
334	Robeco Institutional Asset Management Rotterdam, Netherlands	$40.7M	+$3.07M	5	0.29%	Increased
335	Natixis Advisors Boston, Massachusetts	$40.6M	+$1.75M	9	0.58%	Increased
336	Driehaus Capital Management Chicago, Illinois	$40.4M	+$11.6M	5	1.31%	Increased
337	Rothschild & Co Asset Management US Stamford, Connecticut	$39.8M	+$1.36M	2	0.82%	Increased
338	Bahl & Gaynor Cincinnati, Ohio	$39.8M	-$198K	2	0.6%	Reduced
339	TCM Tekne Capital Management New York	$39.6M	+$9.76M	2	1.35%	Increased
340	ACM Archer Capital Management New York	$39.4M	-$10.5M	1	5.23%	Reduced
341	TimesSquare Capital Management New York	$39.3M	-$14.6M	1	0.21%	Reduced
342	LSV Asset Management Chicago, Illinois	$38.9M	+$24.5M	3	0.09%	Increased
343	SAM Securian Asset Management St Paul, Minnesota	$38.8M	-$15.2M	6	1.31%	Reduced
344	Arizona State Retirement System Phoenix, Arizona	$38.8M	+$407K	10	0.47%	Increased
345	GMIM General Motors Investment Management New York	$38.7M	-$171K	6	3.13%	Reduced
346	PS Presima Securities Montreal, Quebec, Canada	$38.3M	-$1.3M	1	7.15%	Reduced
347	Perkins Investment Management Chicago, Illinois	$38.3M	-$23.8M	2	0.31%	Reduced
348	1919 Investment Counsel Baltimore, Maryland	$38.2M	-$809K	5	0.78%	Reduced
349	Commerzbank Aktiengesellschaft Frankfurt, Germany	$37.9M	-$3.36M	9	0.19%	Reduced
350	Gulf International Bank (UK) London, United Kingdom	$36.5M	+$147K	8	0.67%	Increased