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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	SF Schooner Foundation Boston, Massachusetts	$105M	$0	1	100%	Maintained
202	MTB Mizuho Trust & Banking Tokyo, Japan	$103M	-$5.48M	7	0.34%	Reduced
203	TIAAOA Teachers Insurance & Annuity Association of America New York	$102M	+$3.07M	5	3.46%	Increased
204	VFA Virtus Fund Advisers Hartford, Connecticut	$102M	+$61M	5	0.76%	Increased
205	State of Tennessee, Department of Treasury Nashville, Tennessee	$101M	-$12.5M	11	0.55%	Reduced
206	Thompson Siegel & Walmsley Richmond, Virginia	$99.7M	-$18.3M	7	1.77%	Reduced
207	OP Oldfield Partners London, United Kingdom	$98.9M	+$48.9M	2	5.82%	Increased
208	USS Investment Management London, United Kingdom	$97.2M	$0	1	1.54%	Maintained
209	Loomis, Sayles & Company Boston, Massachusetts	$97M	-$2.47M	5	0.27%	Reduced
210	Brandywine Global Investment Management Philadelphia, Pennsylvania	$97M	+$4.51M	6	0.61%	Increased
211	Lord, Abbett & Co Jersey City, New Jersey	$95.9M	+$12.2M	4	0.25%	Increased
212	Calamos Advisors Naperville, Illinois	$95.7M	-$52.6M	3	0.59%	Reduced
213	Silvercrest Asset Management New York	$95M	+$4.88M	4	1.27%	Increased
214	Guardian Capital (Canada) Toronto, Ontario, Canada	$94.9M	+$4.36M	1	1.61%	Increased
215	GJL Gendell Jeffrey L	$94.8M	$0	1	16.03%	Maintained
216	HI Honeywell International Charlotte, North Carolina	$92.4M	+$22.8M	4	2.26%	Increased
217	Comerica Bank Dallas, Texas	$90.8M	+$52.7M	15	0.39%	Increased
218	Gotham Asset Management New York	$90.5M	-$69.9M	8	0.76%	Reduced
219	MG Meritage Group San Francisco, California	$89.1M	+$15.7M	1	2%	Increased
220	PHAM Pacific Heights Asset Management San Francisco, California	$89M	-$3.29M	2	5.93%	Reduced
221	TimesSquare Capital Management New York	$88.9M	-$1.55M	2	0.48%	Reduced
222	Thornburg Investment Management Santa Fe, New Mexico	$88.4M	+$10.3M	2	0.51%	Increased
223	Madison Investment Holdings Madison, Wisconsin	$87.1M	-$15.2M	1	1.76%	Reduced
224	Hardman Johnston Global Advisors Stamford, Connecticut	$84.5M	+$5M	1	5.06%	Increased
225	Douglas C. Lane & Associates New York	$83.2M	-$29.5M	3	2.24%	Reduced