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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	Jacobs Levy Equity Management Florham Park, New Jersey	$91.3M	+$6.78M	6	0.61%	Increased
327	Capital International Inc Los Angeles, California	$91M	-$6.43M	3	0.88%	Reduced
328	Commonwealth Equity Services Waltham, Massachusetts	$90.2M	+$4.23M	21	0.23%	Increased
329	Candriam SCA Strassen, Luxembourg, Luxembourg	$89.9M	-$7.7M	8	0.61%	Reduced
330	ExodusPoint Capital Management New York	$88.7M	+$44.3M	13	1.2%	Increased
331	Mariner Overland Park, Kansas	$88.6M	+$8.68M	8	0.46%	Increased
332	Frontier Capital Management Boston, Massachusetts	$88.2M	-$3.43M	4	0.69%	Reduced
333	Boston Financial Management Boston, Massachusetts	$88.2M	+$34.9K	5	3.59%	Increased
334	State of Michigan Retirement System Lansing, Michigan	$87.6M	-$62.1K	10	0.5%	Reduced
335	Fjarde Ap-fonden Stockholm, Sweden	$86.2M	-$6.05M	7	0.8%	Reduced
336	TAM Third Avenue Management New York	$85.4M	-$398K	4	11.49%	Reduced
337	Natixis Paris, France	$84.1M	-$223M	13	0.29%	Reduced
338	AAM Ardevora Asset Management London, United Kingdom	$83.7M	-$13.6M	1	1.06%	Reduced
339	NIMI Natixis Investment Managers International Paris, France	$83.7M	+$42.8M	4	4.86%	Increased
340	GW&K Investment Management Boston, Massachusetts	$83.6M	-$890K	4	0.75%	Reduced
341	SCM Spyglass Capital Management San Francisco, California	$83.1M	-$19.5M	1	1.91%	Reduced
342	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$82M	-$561K	1	10.71%	Reduced
343	Artemis Investment Management Edinburgh, United Kingdom	$81.7M	-$40.4M	3	0.65%	Reduced
344	Voloridge Investment Management Jupiter, Florida	$81.7M	-$3.25M	14	0.53%	Reduced
345	MC MIG Capital Newport Beach, California	$81.1M	+$3.12M	2	7.79%	Increased
346	Eventide Asset Management Boston, Massachusetts	$80.9M	-$6.27M	3	1.07%	Reduced
347	Intact Investment Management Montreal, Quebec, Canada	$80.4M	+$8.37M	4	2.24%	Increased
348	Krane Funds Advisors New York	$78.9M	+$48.1M	7	1.64%	Increased
349	KeyBank National Association Cleveland, Ohio	$78.6M	-$469K	12	0.34%	Reduced
350	Cincinnati Insurance Fairfield, Ohio	$78.4M	$0	2	1.6%	Maintained