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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
376	PR Payden & Rygel Los Angeles, California	$46.7M	+$672K	2	3.18%	Increased
377	Brandywine Global Investment Management Philadelphia, Pennsylvania	$46.7M	+$542K	5	0.34%	Increased
378	Zacks Investment Management Chicago, Illinois	$46.2M	-$2.33M	3	0.92%	Reduced
379	AAA Adams Asset Advisors Dallas, Texas	$45.9M	+$48.4M	1	7.48%	New
380	MC MIG Capital Newport Beach, California	$45.4M	$0	1	5.86%	Maintained
381	Andra AP-fonden Goteborg, Sweden	$45.3M	-$1.73M	8	1.34%	Reduced
382	Utah Retirement Systems Salt Lake City, Utah	$45.2M	-$82.3K	10	0.86%	Reduced
383	QS Investors New York	$44.9M	+$5.63M	15	0.49%	Increased
384	YCMGA York Capital Management Global Advisors New York	$44.9M	-$63.3M	3	2.08%	Reduced
385	Jane Street New York	$44.6M	+$32.3M	19	0.07%	Increased
386	FAS Formuepleje A/S Aarhus C, Denmark	$44.5M	-$5.03M	1	3.27%	Reduced
387	BB&T Securities Richmond, Virginia	$44.3M	-$5.92M	14	0.41%	Reduced
388	South Dakota Investment Council Sioux Falls, South Dakota	$44.2M	+$1.87M	5	0.87%	Increased
389	MN Services Vermogensbeheer The Hague, Netherlands	$43.9M	-$11.2M	2	0.41%	Reduced
390	Commonwealth Equity Services Waltham, Massachusetts	$43.9M	+$4.01M	16	0.19%	Increased
391	GW&K Investment Management Boston, Massachusetts	$43.8M	+$103K	2	0.62%	Increased
392	State of Michigan Retirement System Lansing, Michigan	$43.7M	+$160K	9	0.4%	Increased
393	Teacher Retirement System of Texas Austin, Texas	$43.6M	-$14.8M	5	0.38%	Reduced
394	South Texas Money Management San Antonio, Texas	$43.4M	-$33.8M	3	1.83%	Reduced
395	VanEck Associates New York	$43.2M	+$4.71M	10	0.2%	Increased
396	Sands Capital Management Arlington, Virginia	$43M	+$2.22M	1	0.14%	Increased
397	Natixis Paris, France	$43M	-$14.5M	7	0.28%	Reduced
398	Vaughan Nelson Investment Management Houston, Texas	$42.3M	+$6.23M	2	0.57%	Increased
399	MSA Mason Street Advisors Milwaukee, Wisconsin	$41.9M	-$129K	14	0.86%	Reduced
400	Chilton Capital Management Houston, Texas	$41.3M	-$4.56M	1	3.41%	Reduced