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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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$62.8M	+$739K	7	3.66%	Increased
352	Nordea Investment Management Stockholm, Sweden	$62.6M	+$3.15M	9	0.1%	Increased
353	KeyBank National Association Cleveland, Ohio	$62.2M	-$1.01M	11	0.32%	Reduced
354	IAM Iridian Asset Management Westport, Connecticut	$61.7M	-$18.9M	3	6.13%	Reduced
355	Fort Washington Investment Advisors Cincinnati, Ohio	$61.7M	+$10.9M	5	0.52%	Increased
356	GW&K Investment Management Boston, Massachusetts	$60.4M	+$4.16M	3	0.67%	Increased
357	Cincinnati Insurance Fairfield, Ohio	$60.1M	$0	2	1.38%	Maintained
358	Hardman Johnston Global Advisors Stamford, Connecticut	$60M	+$4.23M	3	2.7%	Increased
359	New York Life Investment Management New York	$60M	+$7.46M	14	0.73%	Increased
360	Trillium Asset Management Boston, Massachusetts	$59.9M	-$103K	3	1.96%	Reduced
361	Fjarde Ap-fonden Stockholm, Sweden	$59.6M	$0	7	0.75%	Maintained
362	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.2M	-$378K	1	9.3%	Reduced
363	AQR Arbitrage Greenwich, Connecticut	$59.2M	+$9.77M	1	1.3%	Increased
364	Jericho Capital Asset Management New York	$59.1M	+$60.1M	1	3.75%	New
365	Jacobs Levy Equity Management Florham Park, New Jersey	$58.6M	-$13.7M	9	0.46%	Reduced
366	Cerity Partners New York	$58.6M	-$56.2K	15	0.7%	Reduced
367	FTCM First Trust Capital Management Chicago, Illinois	$58.5M	+$57.6M	1	2.77%	Increased
368	NPIC Neumeier Poma Investment Counsel Carmel, California	$58.2M	-$11.4M	1	5.76%	Reduced
369	Capital International Inc Los Angeles, California	$58.1M	-$37.7M	3	1.3%	Reduced
370	Scout Investments Kansas City, Missouri	$57.7M	+$57M	3	1.2%	Increased
371	MC MIG Capital Newport Beach, California	$57.5M	-$3.24M	2	10.55%	Reduced
372	Whittier Trust South Pasadena, California	$57.5M	+$1.6M	15	1.2%	Increased
373	Blackstone Inc New York	$57.2M	$0	1	0.21%	Maintained
374	Arrowstreet Capital Boston, Massachusetts	$56.7M	-$15.5M	11	0.08%	Reduced
375	Swiss Life Asset Management Zurich,	$56.3M	+$4.32M	9	0.97%	Increased