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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	AACA American Assets Capital Advisers San Diego, California	$217M	+$49.3M	7	28.21%	Increased
202	Guggenheim Capital Chicago, Illinois	$214M	+$16.6M	20	1.4%	Increased
203	Westwood Holdings Group Dallas, Texas	$210M	-$2.45M	6	2.12%	Reduced
204	Ceredex Value Advisors Orlando, Florida	$210M	+$115M	6	2.45%	Increased
205	Natixis Advisors Boston, Massachusetts	$207M	+$3.36M	16	1.08%	Increased
206	Nisa Investment Advisors St. Louis, Missouri	$206M	-$21.3M	18	1.31%	Reduced
207	ProShare Advisors Bethesda, Maryland	$201M	-$9.65M	17	0.63%	Reduced
208	Storebrand Asset Management Lysaker, Norway	$199M	+$5.59M	15	1.06%	Increased
209	Manning & Napier Group Fairport, New York	$192M	-$22.5M	6	1.63%	Reduced
210	AMF Tjänstepension Stockholm, Sweden	$192M	-$1.38M	3	1.44%	Reduced
211	SSM Sound Shore Management Greenwich, Connecticut	$192M	+$4.36M	2	5.61%	Increased
212	Loomis, Sayles & Company Boston, Massachusetts	$191M	-$24.6M	11	0.25%	Reduced
213	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$189M	-$161M	14	0.47%	Reduced
214	IC Inverness Counsel New York	$189M	+$4.29M	1	7.8%	Increased
215	Rokos Capital Management (UK) London, United Kingdom	$189M	$0	1	2.81%	Maintained
216	Chevy Chase Trust Bethesda, Maryland	$189M	-$8.22M	7	0.67%	Reduced
217	HA Harbor Advisors West Palm Beach, Florida	$185M	-$12.9M	4	41.12%	Reduced
218	WBC Westpac Banking Corp Sydney, Australia	$183M	+$2.73M	11	2.02%	Increased
219	Pzena Investment Management New York	$183M	-$1.63M	2	0.74%	Reduced
220	Mitsubishi UFJ Asset Management Tokyo, Japan	$182M	+$16.1M	13	1.19%	Increased
221	Cerity Partners New York	$180M	+$32.6M	9	4.27%	Increased
222	W.H. Reaves & Co Jersey City, New Jersey	$179M	-$466K	4	6.21%	Reduced
223	M&G Investment Management London, United Kingdom	$174M	+$24M	5	0.55%	Increased
224	SAM Securian Asset Management St Paul, Minnesota	$173M	+$596K	10	3.77%	Increased
225	NIG NFJ Investment Group Dallas, Texas	$173M	+$163M	8	3.48%	New