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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	Axa Paris, France	$223M	+$33.8M	12	0.82%	Increased
152	TimesSquare Capital Management New York	$222M	+$9.64M	4	1.47%	Increased
153	Cooke & Bieler Philadelphia, Pennsylvania	$220M	+$5.61M	2	3.74%	Increased
154	Lyrical Asset Management New York	$208M	+$16.6M	1	2.51%	Increased
155	Fred Alger Management New York	$208M	-$51.3M	7	0.78%	Reduced
156	Sarasin & Partners London, United Kingdom	$207M	-$14.3M	3	3.91%	Reduced
157	USAA United Services Automobile Association San Antonio, Texas	$207M	-$12.2M	19	0.52%	Reduced
158	YEPX Yorktown Energy Partners X New York	$207M	$0	1	47.83%	Maintained
159	Man Group London, United Kingdom	$204M	+$33M	12	0.75%	Increased
160	EARNEST Partners Atlanta, Georgia	$200M	-$1.68M	10	1.79%	Reduced
161	Brown Advisory Baltimore, Maryland	$197M	-$4.07M	13	0.56%	Reduced
162	JSP Jackson Square Partners Larkspur, California	$196M	-$50.7M	1	0.99%	Reduced
163	LCS Levin Capital Strategies New York	$192M	-$53.7M	3	3.3%	Reduced
164	Alkeon Capital Management New York	$191M	-$14.6M	1	0.9%	Reduced
165	TAM Third Avenue Management New York	$190M	-$2.94M	3	10.71%	Reduced
166	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$189M	+$3.53M	4	1.61%	Increased
167	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$189M	+$12.5M	17	0.93%	Increased
168	CIBC Private Wealth Group Atlanta, Georgia	$185M	-$1.59M	8	0.7%	Reduced
169	Guardian Capital (Canada) Toronto, Ontario, Canada	$181M	+$55.1M	3	3.04%	Increased
170	JP Morgan Private Wealth Advisors San Francisco, California	$179M	+$29.9M	12	0.87%	Increased
171	SAM Securian Asset Management St Paul, Minnesota	$179M	+$27.6M	10	4.25%	Increased
172	Kayne Anderson Rudnick Investment Management Los Angeles, California	$177M	+$36.8M	4	1.04%	Increased
173	Public Employees Retirement Association of Colorado Denver, Colorado	$176M	-$18.8K	19	1.06%	Reduced
174	Confluence Investment Management St. Louis, Missouri	$176M	+$13.3M	3	2.99%	Increased
175	Retirement Systems of Alabama Montgomery, Alabama	$173M	+$6.69M	10	0.81%	Increased