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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
176	Beck Mack & Oliver New York	$124M	-$1.72M	4	4.47%	Reduced
177	Thrivent Financial for Lutherans Minneapolis, Minnesota	$124M	-$27.5M	13	0.55%	Reduced
178	Capital Advisors Inc Tulsa, Oklahoma	$123M	+$35.8M	3	8.57%	Increased
179	D.E. Shaw & Co New York	$123M	-$47.5M	17	0.21%	Reduced
180	OMERS Administration Corp Toronto, Ontario, Canada	$122M	+$45.5M	1	2.27%	Increased
181	KBC Group Brussels, Belgium	$120M	+$22.1M	12	1.19%	Increased
182	Wedge Capital Management Charlotte, North Carolina	$120M	-$6.14M	3	1.16%	Reduced
183	GC GMT Capital Atlanta, Georgia	$120M	-$4.73M	1	2.5%	Reduced
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$119M	+$11.5M	14	0.67%	Increased
185	Robeco Institutional Asset Management Rotterdam, Netherlands	$119M	+$40.5M	6	0.93%	Increased
186	Thompson Siegel & Walmsley Richmond, Virginia	$118M	-$10.7M	10	1.54%	Reduced
187	Aviva London, United Kingdom	$117M	+$6.09M	8	0.7%	Increased
188	Public Employees Retirement Association of Colorado Denver, Colorado	$115M	+$166K	16	0.92%	Increased
189	ACI AMP Capital Investors Sydney, Australia	$114M	+$931K	9	0.69%	Increased
190	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$1.85M	1	2.25%	Reduced
191	Wasatch Advisors Salt Lake City, Utah	$113M	-$2.76M	4	1.7%	Reduced
192	Two Sigma Investments New York	$111M	-$5.2M	12	0.43%	Reduced
193	River Road Asset Management Louisville, Kentucky	$109M	+$12.7M	1	2.09%	Increased
194	SF Schooner Foundation Boston, Massachusetts	$109M	$0	1	100%	Maintained
195	Williams Jones & Associates New York	$108M	-$5.68M	3	3.1%	Reduced
196	Waddell & Reed Financial Overland Park, Kansas	$104M	+$17.3M	3	0.23%	Increased
197	Confluence Investment Management St. Louis, Missouri	$103M	+$16.9M	2	2.5%	Increased
198	Janus Henderson Group London,	$103M	+$8.68M	10	0.76%	Increased
199	CIP Champlain Investment Partners Burlington, Vermont	$101M	+$4.8M	1	1.4%	Increased
200	Select Equity Group New York	$101M	+$5.41M	1	0.83%	Increased