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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	Employees Retirement System of Texas Austin, Texas	$217M	+$21.3M	10	2.53%	Increased
202	Clark Capital Management Group Philadelphia, Pennsylvania	$216M	+$24.5M	5	2.96%	Increased
203	Fuller & Thaler Asset Management San Mateo, California	$216M	-$12.6M	5	1.4%	Reduced
204	Nisa Investment Advisors St. Louis, Missouri	$216M	+$1.61M	20	1.31%	Increased
205	HA Harbor Advisors West Palm Beach, Florida	$215M	$0	4	43.03%	Maintained
206	Liontrust Investment Partners London, United Kingdom	$214M	+$224M	3	2.96%	New
207	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$213M	+$3.5M	23	2.21%	Increased
208	NSCM New South Capital Management Memphis, Tennessee	$213M	-$75.5M	2	7.41%	Reduced
209	LPL Financial San Diego, California	$212M	+$20.6M	26	0.2%	Increased
210	OMERS Administration Corp Toronto, Ontario, Canada	$212M	-$44.4M	3	3.08%	Reduced
211	Storebrand Asset Management Lysaker, Norway	$210M	-$1.26M	16	1.03%	Reduced
212	TIAM TT International Asset Management London, United Kingdom	$210M	+$45.4M	1	11.67%	Increased
213	TCW Group Los Angeles, California	$208M	-$63.9M	7	0.54%	Reduced
214	Carmignac Gestion Paris, France	$205M	+$36.2M	3	2.56%	Increased
215	Guardian Capital (Canada) Toronto, Ontario, Canada	$203M	-$10M	2	4.21%	Reduced
216	D.E. Shaw & Co New York	$203M	-$43.3M	23	0.18%	Reduced
217	Sachem Head Capital Management New York	$201M	+$21.5M	1	4.95%	Increased
218	W.H. Reaves & Co Jersey City, New Jersey	$201M	-$1.23M	4	6.4%	Reduced
219	Virginia Retirement Systems Richmond, Virginia	$199M	+$5.04M	11	2.04%	Increased
220	LSV Asset Management Chicago, Illinois	$199M	+$16.7M	6	0.36%	Increased
221	Commerce Bank Kansas City, Missouri	$198M	-$5.2M	13	1.4%	Reduced
222	Chevy Chase Trust Bethesda, Maryland	$198M	-$7.69M	7	0.69%	Reduced
223	Cincinnati Financial Corp Fairfield, Ohio	$198M	$0	2	4.86%	Maintained
224	Susquehanna International Group Bala Cynwyd, Pennsylvania	$197M	+$3.07M	31	0.03%	Increased
225	WBC Westpac Banking Corp Sydney, Australia	$196M	-$12.1M	11	2.09%	Reduced