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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	Creative Planning Overland Park, Kansas	$35M	+$483K	22	0.21%	Increased
352	SM SLS Management New York	$34.9M	+$3.92M	1	47.31%	Increased
353	New Mountain Vantage Advisers New York	$34.4M	-$19.3M	1	2.2%	Reduced
354	Första AP-fonden Stockholm, Sweden	$34.3M	-$49.4M	4	1.1%	Reduced
355	Virginia Retirement Systems Richmond, Virginia	$34.3M	-$5.76M	8	0.48%	Reduced
356	PIA Piedmont Investment Advisors Durham, North Carolina	$33.8M	+$594K	6	0.69%	Increased
357	WCMNY Westchester Capital Management (New York) Valhalla, New York	$33.6M	+$31.7M	1	0.85%	New
358	Personal Capital Advisors Redwood City, California	$33.5M	+$2.67M	2	1%	Increased
359	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$33.4M	-$801K	7	0.63%	Reduced
360	O'Shaughnessy Asset Management Stamford, Connecticut	$33.4M	+$20.5K	10	0.79%	Increased
361	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	-$1.05M	1	1.53%	Reduced
362	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$33.3M	-$7.37M	7	0.08%	Reduced
363	SIC Schwartz Investment Counsel Plymouth, Michigan	$33.2M	+$133K	4	2.31%	Increased
364	CEP Chicago Equity Partners Chicago, Illinois	$32.7M	+$396K	3	0.87%	Increased
365	Mitsubishi UFJ Asset Management Tokyo, Japan	$32.6M	-$2.79M	8	0.79%	Reduced
366	SM Senvest Management New York	$32.4M	+$312K	1	2.31%	Increased
367	Hancock Whitney Gulfport, Mississippi	$32.1M	-$11.1M	4	1.19%	Reduced
368	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32M	-$503K	1	0.63%	Reduced
369	HighTower Advisors Chicago, Illinois	$31.8M	-$129K	11	0.35%	Reduced
370	Ninety One (UK) London, United Kingdom	$31.7M	-$94.7M	4	0.17%	Reduced
371	Marshall Wace London, United Kingdom	$31.6M	-$47.5M	4	0.21%	Reduced
372	Gotham Asset Management New York	$31.6M	+$11.9M	4	0.41%	Increased
373	State of Alaska Department of Revenue Juneau, Alaska	$31.4M	-$3.29M	10	3.01%	Reduced
374	Haverford Trust Company Radnor, Pennsylvania	$31.4M	+$228K	2	0.76%	Increased
375	Rockefeller Financial Services New York	$31.3M	-$6.48K	4	0.64%	Reduced