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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	MP Makaira Partners La Jolla, California	$81.2M	+$13M	1	13.2%	Increased
227	Douglas C. Lane & Associates New York	$78.8M	-$2.09M	3	2.24%	Reduced
228	New Mountain Vantage Advisers New York	$78.4M	+$33.9M	1	3.05%	Increased
229	CCMH Cornerstone Capital Management Holdings New York	$77.9M	+$25M	11	0.72%	Increased
230	Factory Mutual Insurance Waltham, Massachusetts	$76.4M	+$11.2M	2	1.05%	Increased
231	Fenimore Asset Management Cobleskill, New York	$76.1M	+$1.01M	2	4.09%	Increased
232	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$75.6M	+$31.6M	7	2.58%	Increased
233	ESCM Echo Street Capital Management New York	$75.5M	+$11.3M	2	2.78%	Increased
234	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$74.1M	-$6.52M	11	0.47%	Reduced
235	TimesSquare Capital Management New York	$72.8M	-$4.82M	2	0.46%	Reduced
236	Ruane, Cunniff & Goldfarb New York	$71.9M	-$2.33M	1	0.37%	Reduced
237	SEI Investments Oaks, Pennsylvania	$71.3M	+$3.95M	15	0.65%	Increased
238	Highbridge Capital Management New York	$70.8M	+$12.9M	1	1.09%	Increased
239	OP Oldfield Partners London, United Kingdom	$70M	-$9.53M	2	5.03%	Reduced
240	CI Investments Inc Toronto, Ontario, Canada	$69.3M	-$39.8M	3	0.9%	Reduced
241	MG Meritage Group San Francisco, California	$69.3M	+$90.9K	1	1.57%	Increased
242	Credit Agricole Montrouge Cedex, France	$68.7M	-$904K	14	0.34%	Reduced
243	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$68.3M	-$402K	1	4.33%	Reduced
244	State of Tennessee, Department of Treasury Nashville, Tennessee	$68M	-$6.21M	7	0.42%	Reduced
245	WBC Westpac Banking Corp Sydney, Australia	$67.6M	+$7.08M	7	0.74%	Increased
246	Madison Investment Holdings Madison, Wisconsin	$67.5M	-$11.5M	1	1.48%	Reduced
247	LI LMCG Investments Boston, Massachusetts	$67.2M	+$9.35M	4	1.44%	Increased
248	AT Alliance Trust Dundee, Scotland, United Kingdom	$66.5M	+$66.7M	1	3.13%	New
249	SAM Securian Asset Management St Paul, Minnesota	$65.7M	+$10.8M	6	2.16%	Increased
250	Great Lakes Advisors Chicago, Illinois	$64.9M	+$13.9M	5	2.01%	Increased