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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$114M	+$28.6M	5	1.07%	Increased
227	BNP Paribas Asset Management Paris, France	$112M	+$30.4M	9	0.86%	Increased
228	EC Eminence Capital New York	$109M	-$79.9M	1	1.31%	Reduced
229	Check Capital Management Costa Mesa, California	$108M	-$4.6M	1	5.7%	Reduced
230	TAM Third Avenue Management New York	$108M	+$7.73M	4	9.72%	Increased
231	OP Oldfield Partners London, United Kingdom	$107M	+$3.29M	2	10.04%	Increased
232	Silvercrest Asset Management New York	$107M	-$11.8M	5	0.88%	Reduced
233	AGF Investments Inc Toronto, Ontario, Canada	$107M	+$18.4M	6	1.34%	Increased
234	BNP Paribas Financial Markets Paris, France	$107M	+$15M	26	0.19%	Increased
235	Nisa Investment Advisors St. Louis, Missouri	$106M	+$16.8M	15	0.94%	Increased
236	TIAAOA Teachers Insurance & Annuity Association of America New York	$106M	-$10.2M	7	12.41%	Reduced
237	OCM Osterweis Capital Management San Francisco, California	$105M	-$1.03M	3	7.67%	Reduced
238	AL AJO LP Philadelphia, Pennsylvania	$105M	-$45.2M	4	0.61%	Reduced
239	Davis Selected Advisers Tucson, Arizona	$105M	-$12.7M	5	0.53%	Reduced
240	Two Sigma Advisers New York	$104M	-$12.2M	14	0.25%	Reduced
241	Railway Pension Investments London, United Kingdom	$104M	+$1.2M	4	1.26%	Increased
242	Westwood Holdings Group Dallas, Texas	$103M	+$30M	8	1.14%	Increased
243	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$103M	-$1.06M	4	6.38%	Reduced
244	AACA American Assets Capital Advisers San Diego, California	$102M	-$35.6M	5	26.87%	Reduced
245	ArrowMark Colorado Holdings Denver, Colorado	$102M	-$32.6M	4	1.01%	Reduced
246	ING Group Amsterdam, Netherlands	$100M	+$72.7M	5	2.54%	Increased
247	Montrusco Bolton Investments Montreal, Quebec, Canada	$99.2M	-$11.7M	1	5.85%	Reduced
248	NIMC NWQ Investment Management Company Los Angeles, California	$98M	+$8.38M	5	2.37%	Increased
249	Douglas Lane & Associates New York	$98M	-$1.59M	4	1.95%	Reduced
250	Natixis Advisors Boston, Massachusetts	$97.7M	+$9.73M	12	0.78%	Increased