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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	AMF Tjänstepension Stockholm, Sweden	$296M	+$8.56M	4	3.03%	Increased
152	Fiduciary Management Inc Milwaukee, Wisconsin	$296M	-$11.9M	2	2.99%	Reduced
153	STT Singapore Technologies Telemedia Singapore	$295M	$0	1	100%	Maintained
154	Los Angeles Capital Management Los Angeles, California	$289M	+$50.2M	15	1.28%	Increased
155	Balyasny Asset Management Chicago, Illinois	$288M	+$79.2M	18	0.72%	Increased
156	Davenport & Co Richmond, Virginia	$288M	-$33.9M	10	2.26%	Reduced
157	Markel Group Glen Allen, Virginia	$284M	$0	1	3.61%	Maintained
158	Fiera Capital (Canada) Montreal, Quebec, Canada	$277M	-$33.9M	4	0.83%	Reduced
159	LPL Financial San Diego, California	$275M	+$15.4M	27	0.21%	Increased
160	Wasatch Advisors Salt Lake City, Utah	$274M	-$1.14M	4	1.71%	Reduced
161	National Bank of Canada Montreal, Quebec, Canada	$273M	+$50.5M	20	0.67%	Increased
162	Robeco Schweiz Zurich, Switzerland	$270M	+$352K	4	4.36%	Increased
163	BNP Paribas Asset Management Paris, France	$270M	-$50M	11	0.94%	Reduced
164	Zurich Cantonal Bank Zurich, Switzerland	$269M	+$19.7M	23	1.31%	Increased
165	Aviva London, United Kingdom	$268M	-$49.2M	11	1.22%	Reduced
166	Rockefeller Capital Management New York	$264M	+$68.5M	14	1.13%	Increased
167	ProShare Advisors Bethesda, Maryland	$262M	-$25.7M	16	0.8%	Reduced
168	PNC Financial Services Group Pittsburgh, Pennsylvania	$262M	-$679K	27	0.23%	Reduced
169	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$261M	-$27.8M	13	1.42%	Reduced
170	AGF Management Toronto, Ontario, Canada	$261M	+$8.36M	6	1.79%	Increased
171	Pacer Advisors Malvern, Pennsylvania	$252M	-$8.24M	12	1.08%	Reduced
172	Westwood Holdings Group Dallas, Texas	$250M	-$36M	11	2.25%	Reduced
173	Clark Capital Management Group Philadelphia, Pennsylvania	$248M	+$3.23M	4	2.78%	Increased
174	BNP Paribas Financial Markets Paris, France	$248M	-$35.6M	24	0.35%	Reduced
175	Starboard Value New York	$247M	-$1.22M	2	4.95%	Reduced