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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
76	Canada Life Winnipeg, Manitoba, Canada	$310M	+$79.3M	10	1.22%	Increased
77	CIBC World Market Toronto, Ontario, Canada	$306M	+$1.52M	2	1.27%	Increased
78	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$305M	-$179M	3	2.29%	Reduced
79	LCS Levin Capital Strategies New York	$304M	-$3.33M	4	5.19%	Reduced
80	Charles Schwab San Francisco, California	$299M	+$28M	17	0.61%	Increased
81	New York State Common Retirement Fund Albany, New York	$290M	+$4.69M	14	0.49%	Increased
82	Sculptor Capital New York	$286M	-$65.2M	2	0.81%	Reduced
83	Frontier Capital Management Boston, Massachusetts	$283M	+$3.99M	5	2.18%	Increased
84	abrdn Investment Management Edinburgh, United Kingdom	$280M	+$168M	4	1.62%	Increased
85	Schroder Investment Management Group London, United Kingdom	$279M	+$9.1M	5	0.68%	Increased
86	Credit Suisse Zurich, Switzerland	$278M	-$33M	21	0.28%	Reduced
87	Citadel Advisors Miami, Florida	$276M	-$144M	19	0.42%	Reduced
88	California Public Employees Retirement System Sacramento, California	$269M	+$6.82M	21	0.5%	Increased
89	Mawer Investment Management Calgary, Alberta, Canada	$269M	+$243M	2	4.33%	Increased
90	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$269M	-$4.07M	3	2.42%	Reduced
91	Royce & Associates New York	$259M	-$14.1M	7	0.77%	Reduced
92	TCW Group Los Angeles, California	$258M	+$9.78M	6	1.19%	Increased
93	TAM Third Avenue Management New York	$254M	+$3.88M	3	4.92%	Increased
94	Capital International Investors Los Angeles, California	$248M	$0	2	1.06%	Maintained
95	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$246M	+$25.4M	2	0.39%	Increased
96	HCM Highfields Capital Management Boston, Massachusetts	$239M	-$14.1M	1	1.88%	Reduced
97	SFM Systematic Financial Management Teaneck, New Jersey	$238M	+$83.2M	5	1.88%	Increased
98	Prudential Financial Newark, New Jersey	$234M	+$8.99M	15	0.5%	Increased
99	SC Schooner Capital Vero Beach, Florida	$233M	$0	1	100%	Maintained
100	Beck Mack & Oliver New York	$231M	-$4.66M	3	6.09%	Reduced