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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	Nordea Investment Management Stockholm, Sweden	$269M	-$4.28M	13	0.32%	Reduced
202	SG Americas Securities New York	$263M	+$2.36M	23	1.53%	Increased
203	Williams Jones Wealth Management New York	$258M	-$15.8M	6	3.21%	Reduced
204	Schonfeld Strategic Advisors New York	$257M	+$58.7M	24	1.65%	Increased
205	Robeco Institutional Asset Management Rotterdam, Netherlands	$255M	-$16M	14	0.55%	Reduced
206	Moore Capital Management New York	$253M	-$186M	8	4.38%	Reduced
207	Pacer Advisors Malvern, Pennsylvania	$252M	+$46.6M	15	0.57%	Increased
208	Winslow Capital Management Minneapolis, Minnesota	$252M	+$260M	1	0.91%	New
209	Burgundy Asset Management Toronto, Ontario, Canada	$249M	-$86.6M	2	2.63%	Reduced
210	Beutel, Goodman & Co Toronto, Ontario, Canada	$248M	-$5.61M	1	1.32%	Reduced
211	OMERS Administration Corp Toronto, Ontario, Canada	$246M	+$23.5M	13	2.36%	Increased
212	Chevy Chase Trust Bethesda, Maryland	$243M	-$954K	8	0.78%	Reduced
213	Frontier Capital Management Boston, Massachusetts	$239M	-$27.7M	7	2.37%	Reduced
214	Cooke & Bieler Philadelphia, Pennsylvania	$237M	+$11.3M	1	2.28%	Increased
215	DG DigitalBridge Group Boca Raton, Florida	$236M	+$33.7M	5	20.3%	Increased
216	HighTower Advisors Chicago, Illinois	$233M	+$8.4M	23	0.36%	Increased
217	Danske Bank Copenhagen K, Denmark	$233M	-$39.2M	15	0.86%	Reduced
218	Nisa Investment Advisors St. Louis, Missouri	$232M	+$7.38M	27	1.46%	Increased
219	Hennessy Advisors Inc Novato, California	$229M	+$507K	6	8.68%	Increased
220	Treasurer of the State of North Carolina Raleigh, North Carolina	$228M	+$2.58M	12	0.97%	Increased
221	Employees Retirement System of Texas Austin, Texas	$226M	-$36.8M	4	2.12%	Reduced
222	Guggenheim Capital Chicago, Illinois	$225M	-$10.8M	18	1.6%	Reduced
223	Resona Asset Management Koto-Ku,tokyo, Japan	$223M	+$6.36M	9	1.34%	Increased
224	Squarepoint New York	$221M	+$64.3M	26	0.36%	Increased
225	Silvercrest Asset Management New York	$220M	-$24.6M	11	1.51%	Reduced