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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	SFG Sather Financial Group Victoria, Texas	$69.9M	+$880K	2	6.04%	Increased
377	Whittier Trust South Pasadena, California	$69.6M	+$523K	13	1.17%	Increased
378	Fifth Third Bancorp Cincinnati, Ohio	$69.5M	+$2.66M	20	0.28%	Increased
379	Pinnacle Associates New York	$68.2M	-$51.6M	8	1.21%	Reduced
380	Badgley Phelps Wealth Managers Seattle, Washington	$68.2M	-$1.13M	3	2.37%	Reduced
381	Two Sigma Advisers New York	$68M	+$6.32M	15	0.18%	Increased
382	Covea Finance Paris, France	$66.9M	-$4.31M	2	7.33%	Reduced
383	ZP Zimmer Partners New York	$66.6M	-$9.57M	2	0.95%	Reduced
384	Fort Washington Investment Advisors Cincinnati, Ohio	$66.3M	+$2.46M	7	0.42%	Increased
385	NPIC Neumeier Poma Investment Counsel Carmel, California	$65.8M	-$7.27M	1	4.42%	Reduced
386	Calamos Advisors Naperville, Illinois	$65.7M	+$9.44M	6	0.25%	Increased
387	DnB Asset Management Oslo, Norway	$65.6M	+$3.3M	5	0.39%	Increased
388	Thompson Siegel & Walmsley Richmond, Virginia	$64.5M	-$1.56M	6	0.92%	Reduced
389	Pendal Group Sydney, Australia	$64.4M	-$2.28M	6	0.53%	Reduced
390	PGH Partners Group Holding Baar-Zug, Switzerland	$64.2M	+$290K	3	3.36%	Increased
391	Advisors Asset Management Monument, Colorado	$64M	-$3.86M	16	0.99%	Reduced
392	MML Investors Services Springfield, Massachusetts	$63.8M	+$13.1M	17	0.45%	Increased
393	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$63.3M	+$39.5M	8	3.46%	Increased
394	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$63.1M	+$1.24M	13	0.62%	Increased
395	CP Cumberland Partners Toronto, Ontario, Canada	$63.1M	+$4.75M	2	4.77%	Increased
396	SM Senvest Management New York	$62.8M	-$19.3M	1	1.8%	Reduced
397	Geneva Capital Management Milwaukee, Wisconsin	$62.6M	+$7.44M	2	1.21%	Increased
398	Utah Retirement Systems Salt Lake City, Utah	$62.3M	-$2.98M	9	0.83%	Reduced
399	NIG NFJ Investment Group Dallas, Texas	$62M	-$39.1M	6	1.26%	Reduced
400	TPSF Texas Permanent School Fund Austin, Texas	$61.6M	-$11.4M	13	0.84%	Reduced