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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	State of Michigan Retirement System Lansing, Michigan	$44.4M	-$6.8M	5	0.31%	Reduced
327	SCM SKBA Capital Management San Francisco, California	$44.3M	-$26.5K	2	3.44%	Reduced
328	Scotia Capital Toronto, Ontario, Canada	$44.2M	+$2.92M	2	1.14%	Increased
329	TEC Tiger Eye Capital Nashville, Tennessee	$44.2M	-$6.3M	1	3.5%	Reduced
330	Luther King Capital Management (LKCM) Fort Worth, Texas	$44M	-$2.57M	5	0.37%	Reduced
331	Los Angeles Capital Management Los Angeles, California	$43.6M	+$27.4M	8	0.4%	Increased
332	SCM Stonerise Capital Management San Francisco, California	$43.5M	-$11.5M	2	19.04%	Reduced
333	Balyasny Asset Management Chicago, Illinois	$42.9M	-$97.3M	4	0.35%	Reduced
334	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$42.3M	-$986K	4	1.16%	Reduced
335	Virginia Retirement Systems Richmond, Virginia	$42.2M	+$14.2M	10	0.64%	Increased
336	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$42.1M	+$3.48M	6	0.12%	Increased
337	GMIM General Motors Investment Management New York	$41.7M	-$298K	7	3.63%	Reduced
338	Comerica Bank Dallas, Texas	$41.5M	-$68.5M	13	0.35%	Reduced
339	HCCM Herring Creek Capital Management Stamford, Connecticut	$41.3M	-$3.04M	2	9.83%	Reduced
340	CAM Cortina Asset Management Milwaukee, Wisconsin	$41.2M	+$4.58M	5	1.78%	Increased
341	ECM EII Capital Management New York	$41.2M	-$7.35M	1	5.8%	Reduced
342	CIP Champlain Investment Partners Burlington, Vermont	$40.9M	-$9.41M	1	0.7%	Reduced
343	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$40.4M	+$70.7K	1	6.95%	Increased
344	SAM Securian Asset Management St Paul, Minnesota	$40.1M	-$899K	5	1.17%	Reduced
345	SCA Southpoint Capital Advisors New York	$40.1M	-$50.6M	1	1.72%	Reduced
346	DnB Asset Management Oslo, Norway	$40M	+$35.1M	6	0.89%	Increased
347	SM Senvest Management New York	$39.6M	$0	1	2.45%	Maintained
348	TPSF Texas Permanent School Fund Austin, Texas	$39M	-$6.73M	10	0.43%	Reduced
349	WC Walthausen & Co Malta, New York	$38.9M	+$8.31M	3	2.84%	Increased
350	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$38.3M	-$13.4M	12	0.44%	Reduced