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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	LSV Asset Management Chicago, Illinois	$133M	-$110M	3	0.29%	Reduced
427	RG Renaissance Group Covington, Kentucky	$133M	-$2.54M	7	5.58%	Reduced
428	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$133M	+$9.29M	22	1.03%	Increased
429	MUFG Securities (Canada) New York	$132M	-$839K	1	3.8%	Reduced
430	Freestone Grove Partners San Francisco, California	$132M	-$66.3M	9	0.93%	Reduced
431	Hardman Johnston Global Advisors Stamford, Connecticut	$132M	-$14.6M	3	6.27%	Reduced
432	Metis Global Partners San Diego, California	$131M	+$4.37M	12	3.22%	Increased
433	Homestead Advisers Arlington, Virginia	$131M	-$18.2M	5	3.53%	Reduced
434	Mediolanum International Funds Dublin 1, Ireland	$131M	+$18.8M	8	1.39%	Increased
435	Copeland Capital Management Conshohocken, Pennsylvania	$131M	-$6.6M	7	2.91%	Reduced
436	Reinhart Partners Mequon, Wisconsin	$130M	-$11.5M	1	3.75%	Reduced
437	USS Investment Management London, United Kingdom	$130M	+$3.67M	9	0.51%	Increased
438	Chicago Capital Chicago, Illinois	$130M	+$19.1M	7	3.49%	Increased
439	Utah Retirement Systems Salt Lake City, Utah	$130M	-$2.52M	15	1.32%	Reduced
440	ZP Zimmer Partners New York	$129M	+$4.9M	6	3.12%	Increased
441	Steward Partners Investment Advisory New York	$129M	+$17.5M	38	0.66%	Increased
442	SFM Systematic Financial Management Teaneck, New Jersey	$129M	-$33.7M	4	2.96%	Reduced
443	Gabelli Funds Rye, New York	$129M	-$18.9M	13	0.87%	Reduced
444	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$128M	+$7.47M	6	13.17%	Increased
445	Hancock Whitney Gulfport, Mississippi	$128M	-$2.04M	12	2.23%	Reduced
446	GA GRS Advisors Chicago, Illinois	$128M	-$10.7M	3	12.64%	Reduced
447	Needham Investment Management New York	$127M	+$2.77M	7	6.47%	Increased
448	Aristotle Capital Management Los Angeles, California	$127M	-$148M	2	0.26%	Reduced
449	Pinnacle Associates New York	$126M	-$10M	15	1.63%	Reduced
450	PensionDanmark Copenhagen O, Denmark	$126M	+$1.04M	10	1.23%	Increased