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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
226	Ruane, Cunniff & Goldfarb New York	$78.4M	-$124K	1	0.42%	Reduced
227	Janus Henderson Group London,	$78.4M	-$32.3M	6	0.76%	Reduced
228	BNP Paribas Asset Management Paris, France	$78.2M	-$16.1M	8	0.59%	Reduced
229	Employees Retirement System of Texas Austin, Texas	$77.2M	+$3.91M	9	1.02%	Increased
230	GA Geneva Advisors Chicago, Illinois	$74.4M	-$7.48M	4	1.37%	Reduced
231	Haverford Trust Company Radnor, Pennsylvania	$74.2M	-$41.8M	2	2.29%	Reduced
232	EA Euclid Advisors Hartford, Connecticut	$71.5M	+$15.1M	4	0.54%	Increased
233	EC Eminence Capital New York	$70.9M	-$69.5M	1	1.15%	Reduced
234	Nordea Investment Management Stockholm, Sweden	$70.6M	-$852	4	0.33%	Reduced
235	Winton Capital Management London, United Kingdom	$70.1M	+$25.5M	2	0.48%	Increased
236	Jericho Capital Asset Management New York	$69.2M	+$10.7M	1	4.86%	Increased
237	Putnam Investments Boston, Massachusetts	$68.9M	+$27.9M	6	0.16%	Increased
238	Miller Howard Investments Kingston, New York	$68.1M	+$3.09M	1	1.25%	Increased
239	Fenimore Asset Management Cobleskill, New York	$68.1M	+$37.1K	2	3.76%	Increased
240	Aviva London, United Kingdom	$67.5M	+$2.13M	8	0.55%	Increased
241	SCM Snow Capital Management Sewickley, Pennsylvania	$67.4M	-$3.34M	2	2.65%	Reduced
242	MLICM Metropolitan Life Insurance Company (MetLife) New York	$67.3M	-$2.5M	15	0.47%	Reduced
243	Korea Investment Corp Seoul, South Korea	$67.2M	-$2.21M	7	0.6%	Reduced
244	GJL Gendell Jeffrey L	$66.9M	+$2.47M	1	9.48%	Increased
245	TIAAOA Teachers Insurance & Annuity Association of America New York	$66.6M	-$723K	3	2.87%	Reduced
246	US Bancorp Minneapolis, Minnesota	$65.6M	-$12.7M	17	0.27%	Reduced
247	Susquehanna International Group Bala Cynwyd, Pennsylvania	$65.6M	-$84.8M	12	0.03%	Reduced
248	Balyasny Asset Management Chicago, Illinois	$65.3M	+$6.49M	4	0.74%	Increased
249	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$65.2M	-$9.1M	8	1.92%	Reduced
250	Cincinnati Financial Corp Fairfield, Ohio	$65.1M	-$12.6M	1	4.73%	Reduced