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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	Private Management Group Irvine, California	$128M	-$2.93M	2	6.78%	Reduced
202	NN Investment Partners Holdings The Hague, Netherlands	$124M	+$67.1M	7	0.79%	Increased
203	Putnam Investments Boston, Massachusetts	$124M	-$123K	10	0.29%	Reduced
204	Nomura Asset Management Tokyo, Japan	$124M	-$10.1M	10	1.6%	Reduced
205	British Columbia Investment Management Victoria, British Columbia, Canada	$121M	-$2.6M	8	0.93%	Reduced
206	Raymond James Financial Services Advisors St. Petersburg, Florida	$120M	+$2.35M	13	0.77%	Increased
207	CC Cannell & Co New York	$120M	+$318K	4	4.16%	Increased
208	Retirement Systems of Alabama Montgomery, Alabama	$119M	-$1.35M	9	0.62%	Reduced
209	Eagle Asset Management St Petersburg, Florida	$119M	+$5.96M	7	0.68%	Increased
210	PS Presima Securities Montreal, Quebec, Canada	$118M	-$2.94M	2	15.69%	Reduced
211	Williams Jones & Associates New York	$118M	-$4.69M	3	2.91%	Reduced
212	HA Harbor Advisors West Palm Beach, Florida	$117M	$0	2	42.94%	Maintained
213	ProShare Advisors Bethesda, Maryland	$115M	-$1.28M	11	1.06%	Reduced
214	TIAAOA Teachers Insurance & Annuity Association of America New York	$115M	+$5.54M	7	3.1%	Increased
215	State of Tennessee, Department of Treasury Nashville, Tennessee	$113M	-$3.47M	13	0.58%	Reduced
216	Silvercrest Asset Management New York	$112M	-$5.3M	4	1.11%	Reduced
217	Columbia Wanger Asset Management Chicago, Illinois	$111M	+$36M	2	1.65%	Increased
218	Rothschild & Co Asset Management US Stamford, Connecticut	$111M	+$1.36M	3	1.22%	Increased
219	Royce & Associates New York	$110M	-$24.3M	9	0.73%	Reduced
220	Congress Asset Management Boston, Massachusetts	$108M	+$11.4M	5	1.66%	Increased
221	Guardian Capital (Canada) Toronto, Ontario, Canada	$107M	-$5.92M	2	1.59%	Reduced
222	KBC Group Brussels, Belgium	$106M	+$11.2M	14	0.97%	Increased
223	NIMC NWQ Investment Management Company Los Angeles, California	$106M	-$20.4M	4	1.3%	Reduced
224	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$105M	-$42.5M	11	1.02%	Reduced
225	Zacks Investment Management Chicago, Illinois	$105M	-$567K	3	2.45%	Reduced