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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	INTECH Investment Management West Palm Beach, Florida	$158M	-$27M	26	1.49%	Reduced
327	Axiom Investors Greenwich, Connecticut	$157M	-$42.5M	4	1.29%	Reduced
328	Homestead Advisers Arlington, Virginia	$157M	-$35.6M	5	3.71%	Reduced
329	Johnson Investment Counsel Cincinnati, Ohio	$156M	+$2.05M	12	1.4%	Increased
330	Whittier Trust South Pasadena, California	$156M	+$5.86M	16	1.88%	Increased
331	Nissay Asset Management Tokyo, Japan	$156M	+$26.3M	8	0.91%	Increased
332	Ceredex Value Advisors Orlando, Florida	$153M	-$612K	7	3.29%	Reduced
333	Groupe la Francaise Paris, France	$152M	+$20.5M	7	2.45%	Increased
334	CastleKnight Management New York	$151M	+$11.1M	12	4.25%	Increased
335	MUFG Securities (Canada) New York	$150M	+$13.5M	1	4.57%	Increased
336	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$150M	+$4.18M	10	1.48%	Increased
337	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$150M	-$873K	2	4.68%	Reduced
338	Squarepoint New York	$149M	-$203M	25	0.16%	Reduced
339	1WCM 12 West Capital Management New York	$149M	$0	1	15.73%	Maintained
340	Group One Trading Chicago, Illinois	$149M	+$8.81M	21	0.33%	Increased
341	UniSuper Management Melbourne, Victoria, Australia	$147M	+$3.24M	9	0.99%	Increased
342	Horizon Kinetics Asset Management New York	$146M	+$27.8M	8	1.74%	Increased
343	PineBridge Investments New York	$146M	+$13.4M	11	1.16%	Increased
344	EdgePoint Investment Group Toronto, Ontario, Canada	$145M	-$257M	2	1.1%	Reduced
345	Candriam SCA Strassen, Luxembourg, Luxembourg	$144M	+$10.7M	9	0.83%	Increased
346	NHAS Novo Holdings A/S Hellerup, Denmark	$144M	$0	1	10.18%	Maintained
347	TAM Thematics Asset Management Paris, France	$143M	-$6.12M	5	6.44%	Reduced
348	WorldQuant Millennium Advisors New York	$142M	-$39.5M	9	0.71%	Reduced
349	Natixis Paris, France	$142M	-$120M	12	0.63%	Reduced
350	Railway Pension Investments London, United Kingdom	$141M	-$22.4M	4	2%	Reduced