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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	HighTower Advisors Chicago, Illinois	$39.7M	+$1.65M	13	0.36%	Increased
352	Creative Planning Overland Park, Kansas	$39.4M	-$485K	23	0.2%	Reduced
353	Mutual of America Capital Management New York	$39M	-$858K	10	0.67%	Reduced
354	GHCM Glen Harbor Capital Management San Diego, California	$39M	-$1.92M	14	0.95%	Reduced
355	GA Glenhill Advisors New York	$38.7M	-$5.44M	1	2.44%	Reduced
356	Teacher Retirement System of Texas Austin, Texas	$38.6M	-$841K	8	0.27%	Reduced
357	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$38.5M	+$1.64M	8	0.09%	Increased
358	AAM Ardevora Asset Management London, United Kingdom	$38.1M	+$2.99M	1	1.2%	Increased
359	REMS Real Estate Management Services	$38.1M	+$1.06M	1	7.54%	Increased
360	Tocqueville Asset Management New York	$38M	-$987K	3	0.46%	Reduced
361	BB&T Securities Richmond, Virginia	$37.4M	+$2.77M	10	0.54%	Increased
362	AFG American Financial Group Cincinnati, Ohio	$37.4M	+$4.07M	1	3.57%	Increased
363	Xact Kapitalforvaltning Stockholm, Sweden	$36.9M	+$4.45M	8	1.12%	Increased
364	Squarepoint New York	$36.8M	+$24.9M	10	0.72%	Increased
365	Prudential plc London, England, United Kingdom	$36.6M	-$2.39M	2	0.12%	Reduced
366	Haverford Trust Company Radnor, Pennsylvania	$36.4M	-$523K	2	0.8%	Reduced
367	JCM Janney Capital Management Pittsburgh, Pennsylvania	$36.4M	-$723K	2	1.72%	Reduced
368	SGAM Smith Group Asset Management Dallas, Texas	$36.2M	+$20.8M	6	1.11%	Increased
369	Oregon Public Employees Retirement Fund Tigard, Oregon	$36M	-$3.42M	11	0.61%	Reduced
370	Swiss Life Asset Management Zurich,	$35.8M	+$3.81M	8	0.92%	Increased
371	MCI McDonald Capital Investors Orinda, California	$35.6M	+$34.3M	1	3.1%	New
372	CEP Chicago Equity Partners Chicago, Illinois	$35.5M	+$11.9M	5	0.96%	Increased
373	SAM Sentinel Asset Management Montpelier, Vermont	$35.4M	+$1.06M	1	0.86%	Increased
374	Fjarde Ap-fonden Stockholm, Sweden	$35.4M	+$3.22M	8	0.71%	Increased
375	BA Boston Advisors Boston, Massachusetts	$35.4M	-$246K	4	0.82%	Reduced