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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
501	Whittier Trust South Pasadena, California	$135M	-$526K	11	1.33%	Reduced
502	EULAV Asset Management Sarasota, Florida	$135M	-$58M	5	4.3%	Reduced
503	Factory Mutual Insurance Waltham, Massachusetts	$135M	-$2.91M	4	1.27%	Reduced
504	Cresset Asset Management Chicago, Illinois	$135M	+$9.65M	28	0.49%	Increased
505	CHAM Clear Harbor Asset Management Stamford, Connecticut	$134M	-$9.56M	8	8.29%	Reduced
506	CET Clean Energy Transition London, United Kingdom	$134M	-$99.6M	2	9.32%	Reduced
507	Eastern Bank Boston, Massachusetts	$134M	+$4.66M	12	2.05%	Increased
508	DT DBA Trading Fort Lauderdale, Florida	$134M	$0	2	67.16%	Maintained
509	Life Cycle Investment Partners London,	$134M	+$55.8M	3	0.62%	Increased
510	Moran Wealth Management Naples, Florida	$133M	-$15.6M	13	3.64%	Reduced
511	RG Renaissance Group Covington, Kentucky	$133M	-$54M	8	5.4%	Reduced
512	LGT Group Foundation Vaduz, Liechtenstein	$132M	+$4.64M	7	1.5%	Increased
513	Addenda Capital Montreal, Quebec, Canada	$132M	+$488K	1	3.59%	Increased
514	TP Theleme Partners London, United Kingdom	$131M	+$113M	2	7.8%	Increased
515	KeyBank National Association Cleveland, Ohio	$131M	-$2.37M	21	0.43%	Reduced
516	HM Payson & Co Portland, Maine	$130M	+$15.6M	17	1.73%	Increased
517	Yousif Capital Management Bloomfield Hills, Michigan	$130M	-$14.8M	18	1.46%	Reduced
518	Mediolanum International Funds Dublin 1, Ireland	$130M	-$38.5M	8	1.11%	Reduced
519	Ethic Inc New York	$129M	-$53.6K	23	1.61%	Reduced
520	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$129M	+$2.36M	6	0.99%	Increased
521	MUFG Securities (Canada) New York	$129M	-$11M	1	3.47%	Reduced
522	Aware Super Sydney, Australia	$129M	-$10.5M	4	1.82%	Reduced
523	Oregon Public Employees Retirement Fund Tigard, Oregon	$128M	+$4.89M	18	1.38%	Increased
524	ACM Anomaly Capital Management New York	$127M	+$76M	1	4.86%	Increased
525	Polen Capital Management Boca Raton, Florida	$127M	+$101M	9	1.1%	Increased