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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	CCMH Cornerstone Capital Management Holdings New York	$83.7M	-$21.6M	12	0.65%	Reduced
227	Zacks Investment Management Chicago, Illinois	$83.2M	+$911K	8	2.39%	Increased
228	Raymond James Financial Services Advisors St. Petersburg, Florida	$82.9M	+$32.3M	13	0.7%	Increased
229	Kornitzer Capital Management Shawnee Mission, Kansas	$82.7M	-$3.51M	6	1.55%	Reduced
230	Retirement Systems of Alabama Montgomery, Alabama	$82.4M	-$1.85M	8	0.48%	Reduced
231	M&T Bank Buffalo, New York	$81.8M	+$21M	10	0.51%	Increased
232	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$80.7M	+$801K	11	0.79%	Increased
233	MICM Matthews International Capital Management San Francisco, California	$80.2M	-$56.2M	1	4.14%	Reduced
234	Zurich Cantonal Bank Zurich, Switzerland	$80M	+$1.82M	18	0.83%	Increased
235	Balyasny Asset Management Chicago, Illinois	$79.8M	+$60.7M	9	0.43%	Increased
236	TimesSquare Capital Management New York	$79.8M	-$8.12M	2	0.53%	Reduced
237	MAMU Marathon Asset Management (UK) London, United Kingdom	$79.4M	-$352K	1	1.72%	Reduced
238	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$78.5M	-$214M	2	0.12%	Reduced
239	Panagora Asset Management Boston, Massachusetts	$78.4M	+$5.51M	18	0.36%	Increased
240	WBC Westpac Banking Corp Sydney, Australia	$78.2M	+$3.36M	10	0.74%	Increased
241	Horizon Kinetics New York	$78.1M	-$19.5M	1	2.52%	Reduced
242	British Columbia Investment Management Victoria, British Columbia, Canada	$78M	+$2.37M	7	0.68%	Increased
243	Thornburg Investment Management Santa Fe, New Mexico	$77.6M	+$51.1M	3	0.6%	Increased
244	ALPS Advisors Denver, Colorado	$77.4M	-$1.58M	8	0.57%	Reduced
245	Fenimore Asset Management Cobleskill, New York	$77M	+$658K	2	3.45%	Increased
246	PIMC Praesidium Investment Management Company New York	$75.6M	-$18.1M	1	6.12%	Reduced
247	Temasek Holdings Singapore	$75.6M	$0	1	0.6%	Maintained
248	USSCPF United States Steel & Carnegie Pension Fund New York	$75.5M	$0	1	2.24%	Maintained
249	WCP Waterfront Capital Partners New York	$75M	+$37.1M	3	11.96%	Increased
250	AIG American International Group New York	$74.5M	-$492M	18	0.29%	Reduced