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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	Bessemer Group Woodbridge, New Jersey	$250M	-$13.8M	13	0.66%	Reduced
177	USS Investment Management London, United Kingdom	$240M	-$187K	8	2.18%	Reduced
178	HRES Heitman Real Estate Securities Chicago, Illinois	$238M	-$11.6M	4	12.69%	Reduced
179	Baird Financial Group Milwaukee, Wisconsin	$238M	+$6.28M	13	0.71%	Increased
180	Cooke & Bieler Philadelphia, Pennsylvania	$232M	-$58.5M	2	2.54%	Reduced
181	Nomura Asset Management Tokyo, Japan	$232M	-$1.36M	12	1.56%	Reduced
182	Mirae Asset Global Investments Seoul, South Korea	$230M	+$48.4M	17	0.85%	Increased
183	NSCM New South Capital Management Memphis, Tennessee	$229M	-$3.81M	2	7.59%	Reduced
184	OMERS Administration Corp Toronto, Ontario, Canada	$228M	-$50.1M	2	4.12%	Reduced
185	Public Employees Retirement Association of Colorado Denver, Colorado	$225M	-$45M	19	1.09%	Reduced
186	Nisa Investment Advisors St. Louis, Missouri	$219M	+$29.9M	19	1.41%	Increased
187	US Bancorp Minneapolis, Minnesota	$218M	-$12.1M	26	0.47%	Reduced
188	Manning & Napier Group Fairport, New York	$216M	-$4.2M	6	2.01%	Reduced
189	KBC Group Brussels, Belgium	$212M	+$15.3M	17	0.98%	Increased
190	HA Harbor Advisors West Palm Beach, Florida	$208M	$0	4	46.47%	Maintained
191	BNP Paribas Asset Management Paris, France	$207M	+$25.7M	11	0.96%	Increased
192	Truist Financial Charlotte, North Carolina	$207M	+$22.3M	19	0.4%	Increased
193	Aviva London, United Kingdom	$207M	+$11.8M	13	1.08%	Increased
194	Scotia Capital Toronto, Ontario, Canada	$206M	+$7.6M	7	1.89%	Increased
195	Loomis, Sayles & Company Boston, Massachusetts	$204M	+$8.21M	11	0.27%	Increased
196	CC Cederberg Capital London, United Kingdom	$204M	+$34.9M	1	7.5%	Increased
197	AGF Investments Inc Toronto, Ontario, Canada	$204M	-$84.1M	9	1.74%	Reduced
198	Robeco Schweiz Zurich, Switzerland	$203M	+$37.7M	5	4.34%	Increased
199	Fuller & Thaler Asset Management San Mateo, California	$202M	-$27.5M	6	1.87%	Reduced
200	ProShare Advisors Bethesda, Maryland	$195M	+$5.43M	17	0.73%	Increased