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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	Select Equity Group New York	$162M	-$6.08M	1	1.48%	Reduced
152	AL AJO LP Philadelphia, Pennsylvania	$161M	-$35.4M	5	0.69%	Reduced
153	Fiera Capital (Canada) Montreal, Quebec, Canada	$159M	-$29.7M	2	0.98%	Reduced
154	TAM Third Avenue Management New York	$154M	-$7.69M	3	3.88%	Reduced
155	RS Investment Management San Francisco, California	$152M	+$52.3M	4	1.3%	Increased
156	Stifel Financial St. Louis, Missouri	$152M	+$596K	16	0.79%	Increased
157	abrdn Investment Management Edinburgh, United Kingdom	$152M	-$114M	2	0.64%	Reduced
158	EARNEST Partners Atlanta, Georgia	$152M	-$3.9M	3	1.33%	Reduced
159	Epoch Investment Partners New York	$151M	+$37M	3	0.56%	Increased
160	PNC Financial Services Group Pittsburgh, Pennsylvania	$144M	-$5.56M	22	0.16%	Reduced
161	Sustainable Growth Advisers Stamford, Connecticut	$144M	-$26.8M	1	2.94%	Reduced
162	Security Capital Research & Management Chicago, Illinois	$143M	+$3.96M	1	4.82%	Increased
163	Asset Management One Tokyo, Japan	$142M	+$2.89M	11	1.97%	Increased
164	USSCPF United States Steel & Carnegie Pension Fund New York	$142M	$0	2	2.96%	Maintained
165	State of New Jersey Common Pension Fund D Trenton, New Jersey	$140M	-$15.8M	8	0.54%	Reduced
166	RhumbLine Advisers Boston, Massachusetts	$140M	-$4.22M	17	0.44%	Reduced
167	Samlyn Capital New York	$138M	+$45.4M	1	2.19%	Increased
168	Two Sigma Advisers New York	$138M	+$18.8M	9	1.03%	Increased
169	Wedge Capital Management Charlotte, North Carolina	$137M	+$9.56M	3	1.33%	Increased
170	AGF Investments Inc Toronto, Ontario, Canada	$137M	-$26.6M	3	1.48%	Reduced
171	Wasatch Advisors Salt Lake City, Utah	$136M	+$40.2M	4	1.48%	Increased
172	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$134M	-$3.97M	11	0.97%	Reduced
173	CI Investments Inc Toronto, Ontario, Canada	$133M	+$33.4M	3	1.47%	Increased
174	Barclays London, United Kingdom	$133M	-$52.4M	20	0.15%	Reduced
175	NFA Nationwide Fund Advisors Columbus, Ohio	$132M	-$11.3M	18	0.54%	Reduced