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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	Balyasny Asset Management Chicago, Illinois	$84.5M	+$39.5M	6	0.5%	Increased
227	Eagle Asset Management St Petersburg, Florida	$84.4M	+$6.2M	5	0.59%	Increased
228	AIM Allen Investment Management New York	$84.1M	-$1.07M	3	6.61%	Reduced
229	PHAM Pacific Heights Asset Management San Francisco, California	$84M	$0	2	8.05%	Maintained
230	AT Alliance Trust Dundee, Scotland, United Kingdom	$83.6M	-$1.64M	1	4.01%	Reduced
231	Aviva London, United Kingdom	$80.9M	+$3.4M	8	0.6%	Increased
232	State of Tennessee, Department of Treasury Nashville, Tennessee	$80.4M	+$14.5M	12	0.46%	Increased
233	EC EMS Capital New York	$79.4M	+$9.12M	1	7.79%	Increased
234	ALPS Advisors Denver, Colorado	$78.8M	+$41.2M	6	0.81%	Increased
235	Chevy Chase Trust Bethesda, Maryland	$77.9M	+$3.3M	5	0.45%	Increased
236	Retirement Systems of Alabama Montgomery, Alabama	$77.2M	+$93.8K	5	0.46%	Increased
237	Alkeon Capital Management New York	$76.2M	+$70.1M	1	1.57%	New
238	Hamlin Capital Management New York	$76.2M	-$2.82M	1	3.85%	Reduced
239	Panagora Asset Management Boston, Massachusetts	$76.1M	+$10.6M	16	0.38%	Increased
240	SCM Snow Capital Management Sewickley, Pennsylvania	$76.1M	-$9.68M	1	3.35%	Reduced
241	Capital Advisors Inc Tulsa, Oklahoma	$75.6M	-$62.6K	2	12.37%	Reduced
242	Aperio Group Sausalito, California	$75.5M	+$9.42M	19	0.65%	Increased
243	OP Oldfield Partners London, United Kingdom	$75.3M	-$11.7M	2	6.3%	Reduced
244	PRCM Pine River Capital Management Minnetonka, Minnesota	$74.1M	+$9.57M	4	1.08%	Increased
245	Ruane, Cunniff & Goldfarb New York	$74M	-$3.32M	1	0.57%	Reduced
246	MC MSD Capital New York	$73.9M	$0	1	13.75%	Maintained
247	Egerton Capital (UK) London, United Kingdom	$73.4M	+$27.2M	1	0.7%	Increased
248	TIAAOA Teachers Insurance & Annuity Association of America New York	$73.1M	+$2.87M	5	3.36%	Increased
249	Samlyn Capital New York	$72.5M	-$32.8M	1	1.56%	Reduced
250	Davis Selected Advisers Tucson, Arizona	$71.3M	-$7.2M	3	0.32%	Reduced