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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	$70.8M	-$1.62M	3	5%	Reduced
377	Utah Retirement Systems Salt Lake City, Utah	$70.8M	-$1.24M	12	0.98%	Reduced
378	IP Interval Partners New York	$70.7M	+$11.5M	1	2.55%	Increased
379	United Capital Financial Advisors Irving, Texas	$69.7M	+$3.3M	7	0.38%	Increased
380	Weiss Multi-Strategy Advisers New York	$69.2M	+$38.3M	5	1.4%	Increased
381	Intact Investment Management Montreal, Quebec, Canada	$68.5M	-$10.3M	3	2.79%	Reduced
382	Huntington National Bank Columbus, Ohio	$68.3M	-$2.94M	27	0.63%	Reduced
383	Jupiter Asset Management London, United Kingdom	$68.1M	-$778K	4	0.74%	Reduced
384	T. Rowe Price Investment Management Baltimore, Maryland	$68.1M	-$10.1M	1	0.05%	Reduced
385	Mercer Global Advisors Denver, Colorado	$68M	+$9.11M	13	0.27%	Increased
386	R.M. Davis Inc Portland, Maine	$68M	+$2.24M	4	1.63%	Increased
387	ACB Aristotle Capital Boston Boston, Massachusetts	$67.9M	+$1.32M	1	2.04%	Increased
388	Congress Wealth Management Boston, Massachusetts	$67.7M	-$4.21M	10	1.57%	Reduced
389	LPU Lansdowne Partners (UK) London, United Kingdom	$67.6M	-$1.42M	1	7.49%	Reduced
390	PCM Portolan Capital Management Boston, Massachusetts	$67.3M	+$22.7M	5	5.96%	Increased
391	ECP Electron Capital Partners New York	$66.7M	+$4.72M	2	2.87%	Increased
392	Fjarde Ap-fonden Stockholm, Sweden	$66.4M	+$11.8M	7	0.81%	Increased
393	Tudor Investment Corp Stamford, Connecticut	$66.2M	-$33.2M	16	0.79%	Reduced
394	New York Life Investment Management New York	$65.8M	-$272K	13	0.68%	Reduced
395	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$65.7M	+$5.04M	3	4.49%	Increased
396	CT Cambridge Trust Cambridge, Massachusetts	$65.6M	-$580K	6	2.97%	Reduced
397	DnB Asset Management Oslo, Norway	$65.4M	+$2.21M	5	0.38%	Increased
398	NPIC Neumeier Poma Investment Counsel Carmel, California	$65.3M	-$4.21M	1	5.98%	Reduced
399	CAPTRUST Financial Advisors Raleigh, North Carolina	$65.3M	-$2.19M	18	0.26%	Reduced
400	BIC B&I Capital Zurich, Switzerland	$65.1M	-$2.8M	2	21.66%	Reduced