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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
151	Davenport & Co Richmond, Virginia	$149M	+$18.3M	3	2.69%	Increased
152	Panagora Asset Management Boston, Massachusetts	$147M	-$10M	15	0.7%	Reduced
153	SA SQ Advisors Naples, Florida	$147M	+$17.6M	1	6.39%	Increased
154	ING Group Amsterdam, Netherlands	$145M	-$25.4M	3	0.77%	Reduced
155	British Columbia Investment Management Victoria, British Columbia, Canada	$145M	-$7.15M	9	1.22%	Reduced
156	Guggenheim Capital Chicago, Illinois	$144M	-$12M	19	0.41%	Reduced
157	I.G. Investment Management Winnipeg, Manitoba, Canada	$143M	+$11.5M	7	0.51%	Increased
158	Brookfield Corp Toronto, Ontario, Canada	$142M	+$35.7M	1	0.61%	Increased
159	Renaissance Technologies New York	$142M	+$2.66M	11	0.34%	Increased
160	Loomis, Sayles & Company Boston, Massachusetts	$141M	-$34.1M	4	0.4%	Reduced
161	Parametric Portfolio Associates Seattle, Washington	$141M	+$4.36M	19	0.33%	Increased
162	AL AJO LP Philadelphia, Pennsylvania	$140M	+$56.2M	2	0.61%	Increased
163	Sustainable Growth Advisers Stamford, Connecticut	$140M	+$140M	1	2.95%	New
164	Credit Agricole Montrouge Cedex, France	$136M	-$20.4M	12	0.55%	Reduced
165	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$134M	-$2.91M	10	0.86%	Reduced
166	First Trust Advisors Wheaton, Illinois	$134M	+$17.7M	15	0.59%	Increased
167	MICM Matthews International Capital Management San Francisco, California	$132M	+$724K	2	7.36%	Increased
168	HSBC Holdings London, United Kingdom	$132M	+$27.6M	12	0.31%	Increased
169	Duff & Phelps Investment Management Chicago, Illinois	$131M	-$15.2M	1	2.18%	Reduced
170	Markel Group Glen Allen, Virginia	$131M	-$740K	1	4.01%	Reduced
171	Suntrust Banks Atlanta, Georgia	$130M	-$76.9M	12	0.48%	Reduced
172	Asset Management One Tokyo, Japan	$129M	+$6.13M	10	2.03%	Increased
173	Fiera Capital (Canada) Montreal, Quebec, Canada	$128M	-$4.03M	2	0.96%	Reduced
174	Acadian Asset Management Boston, Massachusetts	$127M	-$16.5M	3	0.66%	Reduced
175	Wasatch Advisors Salt Lake City, Utah	$126M	+$25.5M	3	1.22%	Increased