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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	Scotia Capital Toronto, Ontario, Canada	$159M	+$12.6M	5	2.23%	Increased
202	TimesSquare Capital Management New York	$157M	-$19.7M	3	1.5%	Reduced
203	NN Investment Partners Holdings The Hague, Netherlands	$156M	-$8.04M	11	1.05%	Reduced
204	AIG American International Group New York	$156M	+$65.2K	23	0.75%	Increased
205	Eagle Asset Management St Petersburg, Florida	$156M	-$6.95M	6	0.89%	Reduced
206	BNP Paribas Asset Management Paris, France	$156M	+$9.63M	9	1.05%	Increased
207	Virginia Retirement Systems Richmond, Virginia	$156M	+$3.25M	12	1.83%	Increased
208	ProShare Advisors Bethesda, Maryland	$155M	+$10.1M	16	0.83%	Increased
209	Natixis Advisors Boston, Massachusetts	$154M	+$11.5M	15	1.02%	Increased
210	WBC Westpac Banking Corp Sydney, Australia	$153M	-$12.5M	9	2.28%	Reduced
211	Nisa Investment Advisors St. Louis, Missouri	$153M	+$13.4M	17	1.4%	Increased
212	Guardian Capital (Canada) Toronto, Ontario, Canada	$153M	-$10.7M	2	3.95%	Reduced
213	Guggenheim Capital Chicago, Illinois	$152M	-$12M	15	1.17%	Reduced
214	TIAAOA Teachers Insurance & Annuity Association of America New York	$151M	+$757K	7	18.09%	Increased
215	Artisan Partners Milwaukee, Wisconsin	$150M	-$23.1M	2	0.24%	Reduced
216	Confluence Investment Management St. Louis, Missouri	$149M	-$4.82M	3	2.49%	Reduced
217	Jane Street New York	$147M	+$85.7M	21	0.11%	Increased
218	Fred Alger Management New York	$147M	+$20.5M	11	0.48%	Increased
219	BRIM Broad Run Investment Management Arlington, Virginia	$144M	-$29.9M	1	9.39%	Reduced
220	Panagora Asset Management Boston, Massachusetts	$143M	-$39.2M	18	0.91%	Reduced
221	CC Cederberg Capital London, United Kingdom	$141M	+$110M	1	17.46%	New
222	Cerity Partners New York	$140M	+$335K	4	7.75%	Increased
223	AMF Tjänstepension Stockholm, Sweden	$140M	+$18.5M	3	1.44%	Increased
224	BNP Paribas Financial Markets Paris, France	$139M	-$48.8M	27	0.25%	Reduced
225	Fuller & Thaler Asset Management San Mateo, California	$139M	+$27M	5	1.82%	Increased