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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	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$58.4M	+$26.3M	2	2.62%	Increased
402	Första AP-fonden Stockholm, Sweden	$57.6M	-$2.19M	6	0.81%	Reduced
403	WCP Waterfront Capital Partners New York	$57.5M	-$8.15M	2	5.21%	Reduced
404	Marshall Wace London, United Kingdom	$57.5M	-$170K	14	0.26%	Reduced
405	FCI Financial Counselors Inc Overland Park, Kansas	$57.5M	+$4.7M	4	1.34%	Increased
406	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$57.4M	-$3.63M	15	0.57%	Reduced
407	DnB Asset Management Oslo, Norway	$57.3M	+$4.73M	8	0.42%	Increased
408	Oregon Public Employees Retirement Fund Tigard, Oregon	$56.7M	-$3.18M	14	0.67%	Reduced
409	KM Kylin Management New York	$56.6M	-$22.2M	1	16.57%	Reduced
410	E. Ohman J:or Asset Management Stockholm, Sweden	$56.6M	+$7.22M	7	2.04%	Increased
411	GW&K Investment Management Boston, Massachusetts	$56.3M	-$1.33M	4	0.52%	Reduced
412	Copeland Capital Management Conshohocken, Pennsylvania	$56.3M	+$12.6M	4	1.75%	Increased
413	DCM Dupont Capital Management Wilmington, Delaware	$55.7M	-$10.7M	13	1.34%	Reduced
414	Utah Retirement Systems Salt Lake City, Utah	$55.5M	-$2.12M	10	0.77%	Reduced
415	Andra AP-fonden Goteborg, Sweden	$54.7M	-$6.43M	8	1.21%	Reduced
416	Whittier Trust South Pasadena, California	$54.3M	+$2.25M	10	1.06%	Increased
417	Tidal Investments Milwaukee, Wisconsin	$54.2M	+$24.9M	5	2.53%	Increased
418	BOK Financial Tulsa, Oklahoma	$53M	+$1.45M	11	0.96%	Increased
419	O'Shaughnessy Asset Management Stamford, Connecticut	$52.7M	+$22.4M	22	1.17%	Increased
420	AAM Ardevora Asset Management London, United Kingdom	$52.6M	+$54.2M	1	0.78%	New
421	ORIO Old Republic International (ORI) Chicago, Illinois	$52.3M	$0	1	1.23%	Maintained
422	Welch & Forbes Boston, Massachusetts	$52.2M	+$1.62M	3	0.96%	Increased
423	Locust Wood Capital Advisers New York	$52.1M	-$4.99M	1	3.07%	Reduced
424	Maverick Capital Dallas, Texas	$52M	-$5.56M	3	0.48%	Reduced
425	Marshall Wace North America New York	$51.8M	-$27.7M	9	0.21%	Reduced