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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
126	Brookfield Corp Toronto, Ontario, Canada	$234M	-$26.7M	3	0.98%	Reduced
127	Security Capital Research & Management Chicago, Illinois	$234M	-$39.8M	4	8.62%	Reduced
128	Panagora Asset Management Boston, Massachusetts	$233M	+$30.5M	15	0.92%	Increased
129	Fiera Capital (Canada) Montreal, Quebec, Canada	$231M	-$14.3M	3	1.1%	Reduced
130	State Board of Administration of Florida Retirement System Tallahassee, Florida	$231M	-$4.37M	18	0.63%	Reduced
131	LCS Levin Capital Strategies New York	$230M	+$12.4M	5	4.18%	Increased
132	HSBC Holdings London, United Kingdom	$226M	+$21.9M	14	0.34%	Increased
133	ACM Adelante Capital Management Alameda, California	$225M	-$4.15M	3	13.36%	Reduced
134	TCW Group Los Angeles, California	$224M	-$17.5M	6	1.82%	Reduced
135	D.E. Shaw & Co New York	$220M	+$24.7M	20	0.3%	Increased
136	Markel Group Glen Allen, Virginia	$216M	+$4.43M	1	4.11%	Increased
137	EARNEST Partners Atlanta, Georgia	$216M	+$3.37M	11	2.04%	Increased
138	Burgundy Asset Management Toronto, Ontario, Canada	$212M	-$1.69M	1	1.98%	Reduced
139	BRIM Broad Run Investment Management Arlington, Virginia	$210M	+$2.77M	1	6.82%	Increased
140	Sarasin & Partners London, United Kingdom	$209M	+$29.5M	3	4.09%	Increased
141	Thompson Siegel & Walmsley Richmond, Virginia	$206M	+$121M	9	2.53%	Increased
142	Thrivent Financial for Lutherans Minneapolis, Minnesota	$204M	-$68M	15	0.69%	Reduced
143	Alkeon Capital Management New York	$203M	-$29.6M	2	1.06%	Reduced
144	USAA United Services Automobile Association San Antonio, Texas	$198M	+$8.52M	18	0.53%	Increased
145	LSV Asset Management Chicago, Illinois	$197M	+$3.25M	5	0.31%	Increased
146	Waddell & Reed Financial Overland Park, Kansas	$196M	-$20.7M	6	0.45%	Reduced
147	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$194M	+$63.5M	4	3.97%	Increased
148	Wasatch Advisors Salt Lake City, Utah	$192M	+$13.3M	5	2.48%	Increased
149	Adage Capital Partners Boston, Massachusetts	$191M	+$27.6M	7	0.45%	Increased
150	LM Luminus Management Houston, Texas	$189M	+$19.5M	1	3.92%	Increased