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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	Hotchkis & Wiley Capital Management Los Angeles, California	$105M	-$10.3M	4	0.39%	Reduced
227	Temasek Holdings Singapore	$105M	$0	1	0.55%	Maintained
228	Silvercrest Asset Management New York	$104M	-$4.11M	4	0.98%	Reduced
229	CBT Capital Bank & Trust Irvine, California	$103M	+$2.97M	7	1.35%	Increased
230	Comerica Bank Dallas, Texas	$103M	+$2.22M	22	0.72%	Increased
231	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$102M	-$4.09M	2	1.84%	Reduced
232	Teacher Retirement System of Texas Austin, Texas	$102M	+$2.39M	18	0.65%	Increased
233	WBC Westpac Banking Corp Sydney, Australia	$102M	+$5.35M	7	1.95%	Increased
234	Polar Capital London, United Kingdom	$100M	+$38.5M	3	0.6%	Increased
235	Glenmede Trust Philadelphia, Pennsylvania	$99.9M	+$18M	12	0.44%	Increased
236	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$99.3M	+$3.13M	18	1.49%	Increased
237	Two Sigma Advisers New York	$99M	-$20.6M	14	0.27%	Reduced
238	Fenimore Asset Management Cobleskill, New York	$97.4M	+$184K	3	3.68%	Increased
239	AL AJO LP Philadelphia, Pennsylvania	$95.8M	+$23.5M	3	0.44%	Increased
240	Balyasny Asset Management Chicago, Illinois	$95.4M	-$58.8M	16	0.43%	Reduced
241	NIMC NWQ Investment Management Company Los Angeles, California	$94.5M	-$4.81M	4	1.7%	Reduced
242	Madison Investment Holdings Madison, Wisconsin	$93.7M	-$1.91M	1	1.67%	Reduced
243	Zurich Cantonal Bank Zurich, Switzerland	$91.2M	+$6.17M	17	0.81%	Increased
244	Pinnacle Associates New York	$89.8M	+$5.86M	6	1.85%	Increased
245	AACA American Assets Capital Advisers San Diego, California	$88.7M	+$12.8M	5	16.92%	Increased
246	Nomura Asset Management Tokyo, Japan	$88.7M	-$33.3M	10	0.92%	Reduced
247	Rothschild & Co Asset Management US Stamford, Connecticut	$88.3M	+$5.64M	2	0.95%	Increased
248	Baird Financial Group Milwaukee, Wisconsin	$87M	+$1.01M	12	0.59%	Increased
249	Williams Jones & Associates New York	$86.7M	-$20.8M	3	1.91%	Reduced
250	Driehaus Capital Management Chicago, Illinois	$85.5M	-$19.1M	8	2.89%	Reduced