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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	PHAM Pacific Heights Asset Management San Francisco, California	$76.9M	-$24.7M	2	7.8%	Reduced
227	Ruane, Cunniff & Goldfarb New York	$76.6M	-$1.41M	1	0.44%	Reduced
228	TCG Tremblant Capital Group West Palm Beach, Florida	$74.8M	-$12.9M	2	4.71%	Reduced
229	VFA Virtus Fund Advisers Hartford, Connecticut	$74M	-$38.5M	5	0.65%	Reduced
230	OP Oldfield Partners London, United Kingdom	$73.8M	-$4.48M	2	6.28%	Reduced
231	SCM Snow Capital Management Sewickley, Pennsylvania	$72.4M	+$28.6M	1	2.88%	Increased
232	Eagle Asset Management St Petersburg, Florida	$72M	-$25.2M	5	0.48%	Reduced
233	HCM HMI Capital Management San Francisco, California	$71.8M	+$9.41M	1	17.74%	Increased
234	Gates Capital Management New York	$71M	-$97.5M	1	4.58%	Reduced
235	Retirement Systems of Alabama Montgomery, Alabama	$70.5M	+$3.88M	5	0.41%	Increased
236	Tocqueville Asset Management New York	$70M	-$31M	4	0.95%	Reduced
237	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$70M	+$1.51M	1	4.51%	Increased
238	Aviva London, United Kingdom	$69.1M	+$1.86M	8	0.52%	Increased
239	Davis Selected Advisers Tucson, Arizona	$68.6M	+$120K	4	0.29%	Increased
240	Susquehanna International Group Bala Cynwyd, Pennsylvania	$68.4M	+$589K	20	0.03%	Increased
241	PRCM Pine River Capital Management Minnetonka, Minnesota	$67.6M	+$36.5M	3	0.9%	Increased
242	Numeric Investors Boston, Massachusetts	$67.4M	+$45M	8	0.72%	Increased
243	Public Employees Retirement Association of Colorado Denver, Colorado	$67.2M	+$1.8M	15	0.57%	Increased
244	Credit Agricole Montrouge Cedex, France	$66.9M	-$5.38M	14	0.31%	Reduced
245	Chevy Chase Trust Bethesda, Maryland	$66.7M	+$1.18M	5	0.39%	Increased
246	Hamlin Capital Management New York	$66M	+$6.18M	1	3.57%	Increased
247	GC GMT Capital Atlanta, Georgia	$65.7M	-$32.8M	3	1.69%	Reduced
248	Madison Investment Holdings Madison, Wisconsin	$65.3M	-$2.47M	1	1.42%	Reduced
249	Jericho Capital Asset Management New York	$65.2M	+$63M	1	2.86%	New
250	Capital Advisors Inc Tulsa, Oklahoma	$64.1M	+$18.6K	2	11.23%	Increased