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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
426	PIA Piedmont Investment Advisors Durham, North Carolina	$27.5M	-$3.11M	7	0.61%	Reduced
427	CIBC World Markets New York	$27.4M	+$10.7M	7	0.29%	Increased
428	UBS O'Connor Chicago, Illinois	$27.3M	+$3.07M	3	0.45%	Increased
429	Jacobs Levy Equity Management Florham Park, New Jersey	$27.3M	+$310K	6	0.58%	Increased
430	Fisher Asset Management Camas, Washington	$27.2M	+$3.23M	6	0.04%	Increased
431	London Company of Virginia Richmond, Virginia	$27.1M	+$117K	1	0.18%	Increased
432	Copeland Capital Management Conshohocken, Pennsylvania	$27M	+$12.1M	3	1.76%	Increased
433	MSA Mason Street Advisors Milwaukee, Wisconsin	$26.7M	+$478K	13	0.67%	Increased
434	ACM Atlanta Capital Management Atlanta, Georgia	$26.6M	-$372K	1	0.16%	Reduced
435	ExxonMobil Investment Management Irving, Texas	$26.6M	-$4.08M	6	0.66%	Reduced
436	Capital International Los Angeles, California	$26.5M	+$424K	3	1.76%	Increased
437	Artemis Investment Management Edinburgh, United Kingdom	$25.9M	+$4.57M	2	0.63%	Increased
438	Chilton Capital Management Houston, Texas	$25.8M	-$5.7M	2	2.85%	Reduced
439	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$25.8M	+$2.89M	8	0.44%	Increased
440	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25.7M	+$3.42M	7	1.25%	Increased
441	MUFG Securities EMEA London, United Kingdom	$25.6M	+$4.99M	1	0.95%	Increased
442	SIC Schwartz Investment Counsel Plymouth, Michigan	$25.5M	-$3.63M	4	1.64%	Reduced
443	QIM Quantitative Investment Management Charlottesville, Virginia	$25.4M	-$24.3M	6	0.38%	Reduced
444	Advisors Capital Management Ridgewood, New Jersey	$25.4M	+$18.2M	2	2.08%	Increased
445	Whittier Trust South Pasadena, California	$25M	+$303K	11	0.97%	Increased
446	Trillium Asset Management Boston, Massachusetts	$25M	+$779K	2	1.49%	Increased
447	STB S&T Bank Indiana, Pennsylvania	$24.9M	+$1.43M	2	4.53%	Increased
448	South Dakota Investment Council Sioux Falls, South Dakota	$24.9M	+$1.63M	7	0.53%	Increased
449	Partners Capital Investment Group Boston, Massachusetts	$24.9M	+$3.24M	1	4.76%	Increased
450	AACA American Assets Capital Advisers San Diego, California	$24.5M	+$7.46M	3	10.18%	Increased