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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	Sarasin & Partners London, United Kingdom	$212M	+$13.4M	2	2.78%	Increased
177	Storebrand Asset Management Lysaker, Norway	$212M	+$7.57M	14	1.17%	Increased
178	CIBC Private Wealth Group Atlanta, Georgia	$206M	+$122M	10	0.69%	Increased
179	Cooke & Bieler Philadelphia, Pennsylvania	$204M	+$29.9M	1	2%	Increased
180	National Bank of Canada Montreal, Quebec, Canada	$203M	+$7.15M	21	0.52%	Increased
181	Wasatch Advisors Salt Lake City, Utah	$202M	+$21.4M	4	1.36%	Increased
182	Balyasny Asset Management Chicago, Illinois	$201M	-$489M	21	0.55%	Reduced
183	ZP Zimmer Partners New York	$199M	-$38.1M	2	4%	Reduced
184	Fred Alger Management New York	$197M	-$59.3M	4	1.07%	Reduced
185	Truist Financial Charlotte, North Carolina	$191M	-$38.4M	16	0.34%	Reduced
186	Conestoga Capital Advisors Wayne, Pennsylvania	$189M	-$1.11M	1	3.54%	Reduced
187	TD Waterhouse Canada Toronto, Ontario, Canada	$188M	-$29.4M	18	2.06%	Reduced
188	Aspex Management (HK) Central, Hong Kong	$187M	+$15.3M	1	5.18%	Increased
189	Susquehanna International Group Bala Cynwyd, Pennsylvania	$187M	+$118M	38	0.05%	Increased
190	US Bancorp Minneapolis, Minnesota	$186M	-$67.3M	27	0.33%	Reduced
191	KBC Group Brussels, Belgium	$186M	-$63.3M	15	0.9%	Reduced
192	Manning & Napier Group Fairport, New York	$185M	+$1.35M	5	2.28%	Increased
193	Two Sigma Investments New York	$185M	-$121M	18	0.58%	Reduced
194	Employees Retirement System of Texas Austin, Texas	$184M	+$6.87M	4	2.68%	Increased
195	Segall Bryant & Hamill Chicago, Illinois	$184M	-$3.76M	11	2.05%	Reduced
196	Nisa Investment Advisors St. Louis, Missouri	$183M	+$24.5M	24	1.44%	Increased
197	Chevy Chase Trust Bethesda, Maryland	$183M	+$8.46M	8	0.78%	Increased
198	Fuller & Thaler Asset Management San Mateo, California	$183M	-$35.5M	7	1.16%	Reduced
199	NSCM New South Capital Management Memphis, Tennessee	$183M	-$11.1M	3	8.41%	Reduced
200	Cincinnati Financial Corp Fairfield, Ohio	$181M	$0	2	4.55%	Maintained