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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	$38.9M	+$701K	23	0.21%	Increased
352	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$37.8M	+$23.6M	3	2.15%	Increased
353	Mutual of America Capital Management New York	$37.4M	+$11.9M	10	0.66%	Increased
354	Personal Capital Advisors Redwood City, California	$37.4M	+$2.22M	2	0.94%	Increased
355	Oregon Public Employees Retirement Fund Tigard, Oregon	$37.4M	+$4.3M	10	0.73%	Increased
356	GHCM Glen Harbor Capital Management San Diego, California	$37.2M	+$14.2M	14	0.93%	Increased
357	Teacher Retirement System of Texas Austin, Texas	$37.2M	+$4.29M	9	0.27%	Increased
358	SFM Systematic Financial Management Teaneck, New Jersey	$36.7M	-$7.36M	3	0.65%	Reduced
359	Virginia Retirement Systems Richmond, Virginia	$36M	+$655K	8	0.46%	Increased
360	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$36M	-$881K	8	0.09%	Reduced
361	HighTower Advisors Chicago, Illinois	$35.7M	+$2.02M	11	0.34%	Increased
362	Ninety One (UK) London, United Kingdom	$35.7M	+$2.75M	4	0.18%	Increased
363	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	-$1.4M	1	1.63%	Reduced
364	Haverford Trust Company Radnor, Pennsylvania	$35.2M	+$576K	2	0.8%	Increased
365	Mitsubishi UFJ Asset Management Tokyo, Japan	$34.8M	+$383K	9	0.79%	Increased
366	Prudential plc London, England, United Kingdom	$34.7M	+$82.9K	2	0.12%	Increased
367	Rockefeller Financial Services New York	$34.5M	+$544K	4	0.69%	Increased
368	AC Ascend Capital Orinda, California	$34.3M	-$12.1M	2	1.55%	Reduced
369	BA Boston Advisors Boston, Massachusetts	$33.9M	-$21.9M	4	0.8%	Reduced
370	REMS Real Estate Management Services	$33.9M	+$36.9M	1	6.76%	New
371	Kayne Anderson Rudnick Investment Management Los Angeles, California	$33.7M	+$6.09M	6	0.37%	Increased
372	AAM Ardevora Asset Management London, United Kingdom	$33.5M	+$79.7K	1	1.11%	Increased
373	South Texas Money Management San Antonio, Texas	$33.5M	+$3.03M	2	1.68%	Increased
374	Vaughan Nelson Investment Management Houston, Texas	$33.3M	+$31.8M	1	0.39%	New
375	Advisors Asset Management Monument, Colorado	$33.2M	+$11.1M	12	0.56%	Increased