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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	Utah Retirement Systems Salt Lake City, Utah	$46.2M	+$342K	10	0.77%	Increased
427	BIC B&I Capital Zurich, Switzerland	$46.1M	-$2.97M	2	18.22%	Reduced
428	R.M. Davis Inc Portland, Maine	$46.1M	-$410K	2	1.34%	Reduced
429	Nissay Asset Management Tokyo, Japan	$45.8M	+$2.1M	7	0.48%	Increased
430	CA Capitolis Advisors New York	$45.8M	$0	1	3.26%	Maintained
431	Heard Capital LLC Chicago, Illinois	$45.3M	+$10.7M	2	5.3%	Increased
432	Tudor Investment Corp Stamford, Connecticut	$45.1M	+$31.1M	14	0.97%	Increased
433	Mutual of America Capital Management New York	$45M	-$97.8K	11	0.61%	Reduced
434	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$45M	+$5.67M	9	1.03%	Increased
435	AC Avenir Corporation Alexandria, Virginia	$44.9M	+$13.6M	3	4.76%	Increased
436	Montrusco Bolton Investments Montreal, Quebec, Canada	$44.7M	-$144K	2	1.18%	Reduced
437	Factory Mutual Insurance Waltham, Massachusetts	$44.7M	+$1.36M	1	0.73%	Increased
438	Curi RMB Capital Chicago, Illinois	$44.5M	+$968K	3	1.66%	Increased
439	ST Sabal Trust St. Petersburg, Florida	$44.2M	+$1.32M	2	3.34%	Increased
440	Natixis Paris, France	$44.1M	-$11.5M	11	0.21%	Reduced
441	Pendal Group Sydney, Australia	$44.1M	-$3.05M	5	0.43%	Reduced
442	Paradigm Capital Management Inc Albany, New York	$44.1M	-$11.2K	2	3.17%	Reduced
443	MIM Manitou Investment Management Toronto, Ontario, Canada	$44.1M	+$13.8M	1	8.3%	Increased
444	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$43.9M	+$30.5M	7	0.91%	Increased
445	NIMI Natixis Investment Managers International Paris, France	$43.9M	-$1.28M	4	3.51%	Reduced
446	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$43.5M	+$920K	1	1.99%	Increased
447	Gulf International Bank (UK) London, United Kingdom	$43.3M	+$142K	8	0.82%	Increased
448	WIC Water Island Capital New York	$43.1M	+$9.59M	1	2.44%	Increased
449	William Blair Investment Management Chicago, Illinois	$42.9M	-$1M	2	0.17%	Reduced
450	BOK Financial Tulsa, Oklahoma	$42.7M	-$1.99M	10	0.86%	Reduced