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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	ACM Alua Capital Management New York	$116M	$0	1	5.04%	Maintained
327	Border to Coast Pensions Partnership Leeds, United Kingdom	$116M	-$3.38M	2	2.74%	Reduced
328	Comerica Bank Dallas, Texas	$116M	-$15.6M	15	0.48%	Reduced
329	Sarasin & Partners London, United Kingdom	$116M	-$60.1M	1	1.02%	Reduced
330	TAM Thematics Asset Management Paris, France	$115M	-$19.7M	3	4.69%	Reduced
331	CIBC World Markets New York	$113M	-$89.9M	10	0.74%	Reduced
332	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$112M	-$16.5M	7	10.21%	Reduced
333	Mirae Asset Global Investments Seoul, South Korea	$112M	-$516M	18	0.56%	Reduced
334	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$111M	+$1.69M	2	4.26%	Increased
335	PineBridge Investments New York	$110M	+$6.44M	7	0.89%	Increased
336	Candriam SCA Strassen, Luxembourg, Luxembourg	$109M	+$2.07M	9	0.66%	Increased
337	Welch & Forbes Boston, Massachusetts	$109M	+$5.6M	6	1.46%	Increased
338	HRT Financial New York	$109M	+$77.9M	12	0.61%	Increased
339	Fenimore Asset Management Cobleskill, New York	$109M	+$226K	1	2.38%	Increased
340	KeyBank National Association Cleveland, Ohio	$107M	-$2.46M	14	0.44%	Reduced
341	Regions Financial Corp Birmingham, Alabama	$107M	-$3.41M	10	0.81%	Reduced
342	HS Hazelview Securities Toronto, Ontario, Canada	$107M	-$31.8M	3	20.17%	Reduced
343	Cubist Systematic Strategies Stamford, Connecticut	$107M	+$43M	16	0.73%	Increased
344	MC MIG Capital Newport Beach, California	$107M	+$14.7M	2	14.19%	Increased
345	Guardian Capital (Canada) Toronto, Ontario, Canada	$106M	-$125K	3	3.99%	Reduced
346	Cerity Partners New York	$105M	-$7.89M	21	0.28%	Reduced
347	Vident Advisory Alpharetta, Georgia	$105M	+$2.48M	27	2.89%	Increased
348	Mutual of America Capital Management New York	$104M	+$2.54M	14	1.14%	Increased
349	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$104M	+$33.3M	5	1.74%	Increased
350	Capital Fund Management (CFM) Paris, France	$104M	+$40M	8	0.31%	Increased