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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	CGM Capital Growth Management Boston, Massachusetts	$117M	+$94.9M	3	5.18%	Increased
202	KBC Group Brussels, Belgium	$117M	-$9.31M	14	1.06%	Reduced
203	Thompson Siegel & Walmsley Richmond, Virginia	$117M	-$17.3M	10	1.37%	Reduced
204	CIP Champlain Investment Partners Burlington, Vermont	$116M	+$7.24M	1	1.53%	Increased
205	State of Tennessee, Department of Treasury Nashville, Tennessee	$115M	+$22.2M	13	0.54%	Increased
206	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$114M	+$2.89M	9	1.25%	Increased
207	Fred Alger Management New York	$114M	+$99.2M	7	0.57%	Increased
208	Williams Jones & Associates New York	$113M	-$2.91M	3	2.97%	Reduced
209	Chevy Chase Trust Bethesda, Maryland	$113M	+$5.31M	6	0.56%	Increased
210	Beck Mack & Oliver New York	$112M	-$18.3M	4	3.92%	Reduced
211	NIMC NWQ Investment Management Company Los Angeles, California	$111M	+$64.4M	4	1.46%	Increased
212	Raymond James Financial Services Advisors St. Petersburg, Florida	$109M	+$16.1M	14	0.83%	Increased
213	Putnam Investments Boston, Massachusetts	$108M	+$44.6M	10	0.25%	Increased
214	HA Harbor Advisors West Palm Beach, Florida	$105M	+$190K	2	44.79%	Increased
215	AWCI Alpine Woods Capital Investors Purchase, New York	$105M	+$46M	5	5.57%	Increased
216	Madison Investment Holdings Madison, Wisconsin	$104M	-$30.6K	2	1.94%	Reduced
217	Hotchkis & Wiley Capital Management Los Angeles, California	$104M	-$4.36M	1	0.41%	Reduced
218	British Columbia Investment Management Victoria, British Columbia, Canada	$104M	+$19M	8	0.82%	Increased
219	Aperio Group Sausalito, California	$103M	+$11.3M	20	0.7%	Increased
220	Guardian Capital (Canada) Toronto, Ontario, Canada	$103M	-$64.8K	2	1.56%	Reduced
221	Davis Selected Advisers Tucson, Arizona	$100M	-$1.26M	4	0.43%	Reduced
222	Retirement Systems of Alabama Montgomery, Alabama	$100M	+$13.4M	9	0.55%	Increased
223	ProShare Advisors Bethesda, Maryland	$98.9M	-$3.59M	12	1.03%	Reduced
224	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$98.5M	+$24.4M	3	4.46%	Increased
225	AGF Investments Inc Toronto, Ontario, Canada	$97.2M	+$1.25M	3	1.06%	Increased