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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
401	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.6M	-$266K	15	0.55%	Reduced
402	First Eagle Investment Management New York	$37.9M	-$4.16M	1	0.1%	Reduced
403	Marshall Wace London, United Kingdom	$37.9M	+$21.2M	11	0.36%	Increased
404	HI Honeywell International Charlotte, North Carolina	$37.8M	+$35.8K	5	14.73%	Increased
405	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$37.7M	+$4.08M	2	4.09%	Increased
406	WIC Willis Investment Counsel Gainesville, Georgia	$37.6M	+$141K	2	2.58%	Increased
407	SCM Stevens Capital Management Radnor, Pennsylvania	$37.3M	-$14.9M	8	1.59%	Reduced
408	AssetMark Inc Concord, California	$37.2M	+$3.01M	9	0.34%	Increased
409	AAM Ardevora Asset Management London, United Kingdom	$36.8M	-$3.58M	1	0.96%	Reduced
410	Haverford Trust Company Radnor, Pennsylvania	$36.8M	+$1.77M	3	0.68%	Increased
411	Commerce Bank Kansas City, Missouri	$36.8M	+$2.37M	7	0.44%	Increased
412	MSA Mason Street Advisors Milwaukee, Wisconsin	$36.6M	+$571K	14	0.74%	Increased
413	Teacher Retirement System of Texas Austin, Texas	$36M	-$20.5M	4	0.31%	Reduced
414	HS Hazelview Securities Toronto, Ontario, Canada	$35.9M	-$3.09M	3	9.01%	Reduced
415	Rafferty Asset Management New York	$35.2M	+$5.8M	8	0.57%	Increased
416	South Dakota Investment Council Sioux Falls, South Dakota	$34.9M	+$1.62M	4	0.74%	Increased
417	Avalon Investment & Advisory Houston, Texas	$34.8M	+$775K	2	0.79%	Increased
418	Hancock Whitney Gulfport, Mississippi	$34.6M	-$172K	9	1.11%	Reduced
419	Commonwealth Equity Services Waltham, Massachusetts	$34M	+$2.27M	15	0.16%	Increased
420	AQR Arbitrage Greenwich, Connecticut	$34M	-$2.26M	3	0.43%	Reduced
421	TC Towle & Co Denver, Colorado	$33.1M	+$218K	1	3.76%	Increased
422	Dana Investment Advisors Waukesha, Wisconsin	$32.9M	+$5.17M	4	1.55%	Increased
423	WCP Waterfront Capital Partners New York	$32.8M	+$16.1M	2	4.78%	Increased
424	Ancora Advisors Cleveland, Ohio	$32.3M	-$3.11M	7	1.47%	Reduced
425	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.3M	-$605K	3	1.69%	Reduced