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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	Boston Financial Management Boston, Massachusetts	$71.7M	-$456K	4	2.68%	Reduced
377	PR Payden & Rygel Los Angeles, California	$71.7M	+$2.68M	5	4.9%	Increased
378	PRIG Payden & Rygel Investment Group Los Angeles, California	$71.7M	+$75M	5	4.9%	New
379	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$71.5M	+$4.22M	23	0.09%	Increased
380	GW&K Investment Management Boston, Massachusetts	$71.4M	-$14.5M	9	0.72%	Reduced
381	MAMU Marathon Asset Management (UK) London, United Kingdom	$71M	-$9.69M	1	2.2%	Reduced
382	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$71M	+$6.87M	8	1.05%	Increased
383	Cincinnati Insurance Fairfield, Ohio	$70.3M	$0	2	1.39%	Maintained
384	DFO Duquesne Family Office New York	$70.2M	+$21.5M	1	2.52%	Increased
385	Woodline Partners San Francisco, California	$69.9M	+$14.3M	3	0.82%	Increased
386	Utah Retirement Systems Salt Lake City, Utah	$69M	+$463K	12	0.99%	Increased
387	PCM Portolan Capital Management Boston, Massachusetts	$68.3M	+$2.18M	6	6.39%	Increased
388	MCI McDonald Capital Investors Orinda, California	$68.1M	-$959K	1	5.31%	Reduced
389	Merewether Investment Management Dallas, Texas	$66.9M	+$27.2M	2	4.05%	Increased
390	ORIO Old Republic International (ORI) Chicago, Illinois	$66.1M	$0	1	2.47%	Maintained
391	Moran Wealth Management Naples, Florida	$66M	+$9.62M	5	2.56%	Increased
392	United Capital Financial Advisors Irving, Texas	$65.9M	-$4.34M	7	0.43%	Reduced
393	TC TwinBeech Capital Purchase, New York	$65.7M	+$33.5M	6	1.26%	Increased
394	NPIC Neumeier Poma Investment Counsel Carmel, California	$65.6M	-$2.2M	1	6.41%	Reduced
395	New York Life Investment Management New York	$65.5M	+$1.04M	13	0.71%	Increased
396	Factory Mutual Insurance Waltham, Massachusetts	$65.1M	+$66.1M	2	0.91%	New
397	Nissay Asset Management Tokyo, Japan	$64.9M	+$2.82M	7	0.58%	Increased
398	LBIM Land & Buildings Investment Management Stamford, Connecticut	$64.1M	+$50.9M	2	14.08%	Increased
399	Huntington National Bank Columbus, Ohio	$63.2M	-$1.79M	27	0.63%	Reduced
400	Acadian Asset Management Boston, Massachusetts	$63.1M	-$30.9M	15	0.26%	Reduced