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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	CC Cannell & Co New York	$123M	+$51.1M	4	4.22%	Increased
202	Swedbank Stockholm, Sweden	$120M	+$114M	1	0.81%	New
203	British Columbia Investment Management Victoria, British Columbia, Canada	$119M	+$9.86M	8	0.95%	Increased
204	Aperio Group Sausalito, California	$118M	+$8.64M	19	0.72%	Increased
205	Thompson Siegel & Walmsley Richmond, Virginia	$117M	+$3.43M	8	1.39%	Increased
206	Axa Paris, France	$114M	+$19.2M	12	0.52%	Increased
207	Retirement Systems of Alabama Montgomery, Alabama	$114M	+$6.59M	9	0.61%	Increased
208	Raymond James Financial Services Advisors St. Petersburg, Florida	$114M	-$1.54M	13	0.79%	Reduced
209	PS Presima Securities Montreal, Quebec, Canada	$113M	+$9.97M	2	15.66%	Increased
210	Putnam Investments Boston, Massachusetts	$113M	+$2.26M	11	0.26%	Increased
211	Silvercrest Asset Management New York	$113M	-$20.5M	4	1.21%	Reduced
212	HA Harbor Advisors West Palm Beach, Florida	$113M	$0	2	44.61%	Maintained
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$111M	-$10.7M	13	0.53%	Reduced
214	SF Schooner Foundation Boston, Massachusetts	$111M	-$4.72M	1	99.12%	Reduced
215	Williams Jones & Associates New York	$109M	-$4.76M	3	2.75%	Reduced
216	Guardian Capital (Canada) Toronto, Ontario, Canada	$108M	-$2.25M	2	1.69%	Reduced
217	Two Sigma Advisers New York	$107M	-$21.8M	9	0.35%	Reduced
218	Beck Mack & Oliver New York	$107M	-$9M	4	3.6%	Reduced
219	Hotchkis & Wiley Capital Management Los Angeles, California	$107M	-$2.34M	1	0.43%	Reduced
220	Eagle Asset Management St Petersburg, Florida	$106M	+$6.01M	7	0.64%	Increased
221	ProShare Advisors Bethesda, Maryland	$106M	+$3.62M	11	1.05%	Increased
222	1832 Asset Management Toronto, Ontario, Canada	$104M	-$271M	6	0.47%	Reduced
223	TIAAOA Teachers Insurance & Annuity Association of America New York	$104M	+$8.92M	6	3.6%	Increased
224	Capital Guardian Trust Los Angeles, California	$104M	-$115M	3	1.9%	Reduced
225	Davis Selected Advisers Tucson, Arizona	$103M	-$4.57M	4	0.45%	Reduced