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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	GW&K Investment Management Boston, Massachusetts	$74.1M	+$674K	6	0.72%	Increased
352	Pzena Investment Management New York	$73.4M	-$42.8M	1	0.32%	Reduced
353	MCI McDonald Capital Investors Orinda, California	$72.9M	+$6.79M	1	5.56%	Increased
354	Copeland Capital Management Conshohocken, Pennsylvania	$72.3M	+$3.4M	3	1.7%	Increased
355	Whittier Trust South Pasadena, California	$71.9M	+$1.83M	14	1.31%	Increased
356	Horizon Kinetics Asset Management New York	$70.7M	-$2.11M	4	1.36%	Reduced
357	Welch & Forbes Boston, Massachusetts	$70M	-$120K	5	1.19%	Reduced
358	Jennison Associates New York	$70M	+$14M	6	0.06%	Increased
359	Gabelli Funds Rye, New York	$69.8M	-$1.22M	11	0.53%	Reduced
360	Trillium Asset Management Boston, Massachusetts	$69.6M	-$449K	2	2.04%	Reduced
361	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$69.2M	+$7.29M	14	0.69%	Increased
362	PR Payden & Rygel Los Angeles, California	$69.2M	+$21.4M	3	4.1%	Increased
363	Huntington National Bank Columbus, Ohio	$68.9M	-$1.32M	26	0.68%	Reduced
364	Zurich Insurance Group Zurich, Switzerland	$68.6M	+$63.7M	2	0.86%	Increased
365	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$68.3M	-$4.06M	8	1.06%	Reduced
366	Ceredex Value Advisors Orlando, Florida	$68.1M	-$14M	2	1.06%	Reduced
367	Gradient Investments Arden Hills, Minnesota	$68M	-$8.48M	8	1.85%	Reduced
368	Gateway Investment Advisers Cincinnati, Ohio	$68M	+$9.99M	5	0.83%	Increased
369	FCI Financial Counselors Inc Overland Park, Kansas	$67.4M	-$2.34M	5	1.45%	Reduced
370	Utah Retirement Systems Salt Lake City, Utah	$67.4M	+$6.02M	11	0.97%	Increased
371	Guardian Capital (Canada) Toronto, Ontario, Canada	$67M	-$4.64M	2	2.13%	Reduced
372	PGH Partners Group Holding Baar-Zug, Switzerland	$66.1M	-$4.36M	3	5.33%	Reduced
373	BIC B&I Capital Zurich, Switzerland	$66.1M	+$5.22M	2	21.89%	Increased
374	T. Rowe Price Investment Management Baltimore, Maryland	$65.4M	-$3.74M	1	0.05%	Reduced
375	Zacks Investment Management Chicago, Illinois	$65.2M	+$43.8M	7	0.87%	Increased