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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	AIG American International Group New York	$141M	+$10.6M	21	0.57%	Increased
202	Madison Investment Holdings Madison, Wisconsin	$141M	+$2.41M	2	2.29%	Increased
203	Nomura Asset Management Tokyo, Japan	$140M	+$29.8M	10	1.34%	Increased
204	Hotchkis & Wiley Capital Management Los Angeles, California	$140M	+$1.22M	3	0.56%	Increased
205	SCH Sylebra Capital (HK) Hong Kong	$139M	-$441K	2	6.08%	Reduced
206	Fenimore Asset Management Cobleskill, New York	$137M	+$696K	2	4.53%	Increased
207	Wedge Capital Management Charlotte, North Carolina	$137M	+$17.1M	4	1.6%	Increased
208	Thornburg Investment Management Santa Fe, New Mexico	$135M	+$30.4M	5	1.3%	Increased
209	WBC Westpac Banking Corp Sydney, Australia	$135M	+$12M	10	1.87%	Increased
210	Scotia Capital Toronto, Ontario, Canada	$133M	+$3.44M	4	1.57%	Increased
211	RC Rivulet Capital Summit, New Jersey	$132M	-$71.6M	1	15.01%	Reduced
212	Glenmede Trust Philadelphia, Pennsylvania	$132M	+$28.5M	20	0.6%	Increased
213	Two Sigma Investments New York	$131M	-$23.2M	9	0.44%	Reduced
214	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$130M	-$4.47M	22	1.9%	Reduced
215	AMF Tjänstepension Stockholm, Sweden	$130M	-$37M	3	1.33%	Reduced
216	Cincinnati Financial Corp Fairfield, Ohio	$130M	$0	2	4.62%	Maintained
217	Pzena Investment Management New York	$128M	-$6.05M	2	0.7%	Reduced
218	Schroder Investment Management Group London, United Kingdom	$127M	-$102M	12	0.22%	Reduced
219	Westfield Capital Management Boston, Massachusetts	$126M	+$6.33M	2	1.01%	Increased
220	Arrowstreet Capital Boston, Massachusetts	$125M	+$12.1M	12	0.29%	Increased
221	PS Presima Securities Montreal, Quebec, Canada	$125M	-$10.3M	2	20.54%	Reduced
222	Congress Asset Management Boston, Massachusetts	$124M	-$14.1M	5	1.59%	Reduced
223	Zurich Cantonal Bank Zurich, Switzerland	$123M	+$1.09M	21	1.03%	Increased
224	Virginia Retirement Systems Richmond, Virginia	$120M	+$2.8M	12	1.35%	Increased
225	Brown Advisory Baltimore, Maryland	$119M	+$8.72M	8	0.34%	Increased