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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
201	Madison Investment Holdings Madison, Wisconsin	$95M	+$8.24M	1	1.81%	Increased
202	Disciplined Growth Investors Minneapolis, Minnesota	$94.7M	-$27.3M	1	2.41%	Reduced
203	CM CS McKee Pittsburgh, Pennsylvania	$94M	-$32M	1	2.02%	Reduced
204	SFM Systematic Financial Management Teaneck, New Jersey	$93.9M	+$14.6M	5	0.64%	Increased
205	Waddell & Reed Financial Overland Park, Kansas	$93.6M	+$2.61M	2	0.14%	Increased
206	Millennium Management New York	$91.8M	-$464K	14	0.27%	Reduced
207	Factory Mutual Insurance Waltham, Massachusetts	$90.3M	+$2.58M	2	1.31%	Increased
208	Arrowstreet Capital Boston, Massachusetts	$90.3M	-$31.7M	7	0.55%	Reduced
209	IC Inverness Counsel New York	$89.5M	-$17.1M	1	7.12%	Reduced
210	Guardian Capital (Canada) Toronto, Ontario, Canada	$89.1M	-$36.2K	2	1.38%	Reduced
211	Stockbridge Partners Boston, Massachusetts	$85.2M	+$3.67M	1	5.83%	Increased
212	Douglas C. Lane & Associates New York	$84.1M	+$10.7M	4	2.7%	Increased
213	HRES Heitman Real Estate Securities Chicago, Illinois	$83.8M	-$5.95M	2	5.5%	Reduced
214	Hardman Johnston Global Advisors Stamford, Connecticut	$83.8M	+$82.2M	1	4.9%	New
215	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$83.5M	-$11.8M	10	0.49%	Reduced
216	ACM Adelante Capital Management Alameda, California	$83.3M	-$20.7M	1	4.59%	Reduced
217	Lord, Abbett & Co Jersey City, New Jersey	$82.9M	-$51.5M	4	0.19%	Reduced
218	OCM Osterweis Capital Management San Francisco, California	$82.5M	+$40.3M	1	2.52%	Increased
219	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$82.1M	-$3.28M	12	0.33%	Reduced
220	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$82M	-$57.4M	1	1.78%	Reduced
221	Thrivent Financial for Lutherans Minneapolis, Minnesota	$81.5M	-$750K	10	0.5%	Reduced
222	SG Americas Securities New York	$81M	+$21.4M	14	0.35%	Increased
223	SEI Trust Company Oaks, Pennsylvania	$80.7M	-$12.8M	10	0.8%	Reduced
224	KM Kylin Management New York	$80M	+$19.2M	1	9.38%	Increased
225	ACI AMP Capital Investors Sydney, Australia	$78.6M	+$11.3M	9	0.53%	Increased