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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	Sessa Capital New York	$80.9M	$0	1	2.16%	Maintained
352	Vontobel Holding Zurich, Switzerland	$80.7M	-$13.4M	13	0.75%	Reduced
353	Zacks Investment Management Chicago, Illinois	$80.6M	+$5.76M	6	1.04%	Increased
354	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$80.6M	+$2.97M	7	1.25%	Increased
355	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$80.4M	-$7.08M	14	0.81%	Reduced
356	WCP Waterfront Capital Partners New York	$80.4M	-$38.1M	2	7.88%	Reduced
357	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$80.2M	-$797K	2	2.19%	Reduced
358	Copeland Capital Management Conshohocken, Pennsylvania	$79.6M	+$103K	3	1.71%	Increased
359	Congress Wealth Management Boston, Massachusetts	$79.3M	+$10M	10	1.64%	Increased
360	FCI Financial Counselors Inc Overland Park, Kansas	$79.1M	-$35.8K	5	1.58%	Reduced
361	Addenda Capital Montreal, Quebec, Canada	$79M	-$778K	1	3.44%	Reduced
362	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$78.7M	-$3.8M	4	11.92%	Reduced
363	Close Asset Management London, United Kingdom	$78.5M	+$81.1M	1	4.05%	Increased
364	Mutual of America Capital Management New York	$78.3M	-$1.24M	13	0.97%	Reduced
365	Whittier Trust South Pasadena, California	$77.9M	+$1.5M	14	1.38%	Increased
366	Madison Asset Management Madison, Wisconsin	$76.5M	+$515K	3	1.12%	Increased
367	Regions Financial Corp Birmingham, Alabama	$75.3M	-$1.01M	9	0.68%	Reduced
368	Viking Global Investors Stamford, Connecticut	$74.9M	+$77.5M	1	0.3%	New
369	SAM Scopus Asset Management New York	$73.9M	+$28M	3	2.1%	Increased
370	Douglas Lane & Associates New York	$73.8M	-$1.44M	4	1.24%	Reduced
371	Welch & Forbes Boston, Massachusetts	$73.1M	-$319K	5	1.21%	Reduced
372	UMB Bank Kansas City, Missouri	$72.7M	-$2.84M	17	1.17%	Reduced
373	R.M. Davis Inc Portland, Maine	$72M	+$3.52M	5	1.81%	Increased
374	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$71.8M	+$2.64M	4	1.33%	Increased
375	Pinnacle Associates New York	$71.7M	-$525K	9	1.33%	Reduced