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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	GJL Gendell Jeffrey L	$364M	$0	1	76.59%	Maintained
127	Adage Capital Partners Boston, Massachusetts	$362M	+$1.11M	9	0.91%	Increased
128	Alkeon Capital Management New York	$362M	+$25.7M	3	0.67%	Increased
129	Millennium Management New York	$359M	+$19.1M	26	0.44%	Increased
130	Korea Investment Corp Seoul, South Korea	$358M	+$41.3M	8	1.27%	Increased
131	EARNEST Partners Atlanta, Georgia	$356M	+$3.8M	10	3.07%	Increased
132	Epoch Investment Partners New York	$354M	-$7.31M	4	1.77%	Reduced
133	Pacer Advisors Malvern, Pennsylvania	$352M	-$5.77M	13	7.5%	Reduced
134	Bahl & Gaynor Cincinnati, Ohio	$350M	+$92.8M	7	2.48%	Increased
135	Brown Advisory Baltimore, Maryland	$347M	+$73M	10	0.72%	Increased
136	Envestnet Asset Management Chicago, Illinois	$341M	+$31.7M	25	0.3%	Increased
137	Schroder Investment Management Group London, United Kingdom	$333M	+$8.91M	15	0.53%	Increased
138	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$332M	-$5.86M	12	0.75%	Reduced
139	State of Tennessee, Department of Treasury Nashville, Tennessee	$321M	-$9.97M	16	1.49%	Reduced
140	Axa Paris, France	$321M	-$19.5M	16	1.16%	Reduced
141	Federated Hermes Pittsburgh, Pennsylvania	$309M	+$38.8M	16	0.72%	Increased
142	Arrowstreet Capital Boston, Massachusetts	$309M	+$77.9M	17	0.49%	Increased
143	Fiduciary Management Inc Milwaukee, Wisconsin	$307M	-$14.8M	1	2.53%	Reduced
144	Raymond James Financial Services Advisors St. Petersburg, Florida	$298M	+$13.5M	16	0.85%	Increased
145	Thrivent Financial for Lutherans Minneapolis, Minnesota	$294M	-$34.6M	19	0.79%	Reduced
146	CIBC Private Wealth Group Atlanta, Georgia	$288M	+$266M	11	0.88%	Increased
147	Markel Group Glen Allen, Virginia	$288M	$0	1	4.88%	Maintained
148	Winslow Capital Management Minneapolis, Minnesota	$283M	-$19.6M	1	1.26%	Reduced
149	EdgePoint Investment Group Toronto, Ontario, Canada	$277M	+$197M	1	3.08%	Increased
150	Impax Asset Management Group London, United Kingdom	$275M	+$50.3M	8	2.41%	Increased