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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
351	State of Michigan Retirement System Lansing, Michigan	$35.1M	+$34.9K	5	0.27%	Increased
352	Capital International Inc Los Angeles, California	$35.1M	-$1.26M	2	1.51%	Reduced
353	Nomura Asset Management Tokyo, Japan	$35M	+$13.5M	7	0.63%	Increased
354	Cincinnati Insurance Fairfield, Ohio	$34.1M	$0	1	1.27%	Maintained
355	Granahan Investment Management Waltham, Massachusetts	$34.1M	+$45.5K	3	0.88%	Increased
356	Wedge Capital Management Charlotte, North Carolina	$33.9M	-$23.1M	4	0.36%	Reduced
357	AC Apex Capital Orinda, California	$33.8M	+$10M	1	2.23%	Increased
358	PS Presima Securities Montreal, Quebec, Canada	$33.6M	+$3.48M	1	7.81%	Increased
359	RCP RIT Capital Partners London, United Kingdom	$33.5M	-$2.37M	2	11.63%	Reduced
360	QS Batterymarch Financial Management New York	$33.5M	-$10.1M	8	0.71%	Reduced
361	Ferguson Wellman Capital Management Portland, Oregon	$33.1M	+$4.36M	3	1.49%	Increased
362	Los Angeles Capital Management Los Angeles, California	$32.8M	-$13.7M	8	0.37%	Reduced
363	Numeric Investors Boston, Massachusetts	$32.8M	-$1.39M	5	0.55%	Reduced
364	CAM Cortina Asset Management Milwaukee, Wisconsin	$32.7M	-$13.8M	3	1.19%	Reduced
365	Gulf International Bank (UK) London, United Kingdom	$32.6M	+$31.3M	8	0.65%	New
366	O'Shaughnessy Asset Management Stamford, Connecticut	$32.3M	+$5.54M	9	0.68%	Increased
367	Saturna Capital Bellingham, Washington	$32.2M	+$195K	6	0.82%	Increased
368	Placemark Investments Chicago, Illinois	$32.1M	+$389K	10	0.53%	Increased
369	GMIM General Motors Investment Management New York	$31.8M	+$304K	7	2.58%	Increased
370	HI Honeywell International Charlotte, North Carolina	$31.7M	-$24.4M	4	0.76%	Reduced
371	GC GW Capital Bellevue, Washington	$31.4M	+$288K	1	1.37%	Increased
372	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$31.4M	-$8.27M	2	0.4%	Reduced
373	WC Walthausen & Co Malta, New York	$30.7M	-$1.33M	3	2.27%	Reduced
374	DnB Asset Management Oslo, Norway	$30.6M	-$4.22M	5	0.72%	Reduced
375	DL Delta Lloyd Amsterdam, Netherlands	$30.5M	-$1.02M	6	1.07%	Reduced