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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	IC Inverness Counsel New York	$192M	-$19.5M	1	7.06%	Reduced
227	Fenimore Asset Management Cobleskill, New York	$191M	-$8.15M	3	4.69%	Reduced
228	Zurich Cantonal Bank Zurich, Switzerland	$190M	+$12.1M	26	1.03%	Increased
229	State of Alaska Department of Revenue Juneau, Alaska	$189M	+$22.9M	15	1.89%	Increased
230	Arrowstreet Capital Boston, Massachusetts	$185M	-$67.4M	8	0.23%	Reduced
231	Nordea Investment Management Stockholm, Sweden	$185M	-$58.2M	12	0.24%	Reduced
232	TimesSquare Capital Management New York	$184M	-$13.8M	2	1.6%	Reduced
233	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$181M	+$10.6M	7	1.57%	Increased
234	SAM Securian Asset Management St Paul, Minnesota	$180M	-$13.5M	10	3.71%	Reduced
235	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$176M	+$182M	1	0.4%	New
236	AGF Investments Inc Toronto, Ontario, Canada	$175M	+$4.93M	8	1.34%	Increased
237	Cooke & Bieler Philadelphia, Pennsylvania	$173M	+$10.1M	2	1.56%	Increased
238	Loomis, Sayles & Company Boston, Massachusetts	$170M	-$3.36M	12	0.21%	Reduced
239	Handelsbanken Fonder Stockholm, Sweden	$168M	+$12.5M	18	0.88%	Increased
240	BRIM Broad Run Investment Management Arlington, Virginia	$167M	-$10.5M	1	10.72%	Reduced
241	NHAS Novo Holdings A/S Hellerup, Denmark	$166M	+$980K	1	8.56%	Increased
242	Confluence Investment Management St. Louis, Missouri	$165M	-$1.05M	3	2.32%	Reduced
243	Balyasny Asset Management Chicago, Illinois	$164M	+$86.1M	13	0.68%	Increased
244	Two Sigma Investments New York	$163M	+$41.3M	13	0.36%	Increased
245	DG DigitalBridge Group Boca Raton, Florida	$162M	-$6.12M	6	15.18%	Reduced
246	Tiger Global Management New York	$161M	$0	2	0.31%	Maintained
247	AIG American International Group New York	$157M	-$3.19M	25	0.83%	Reduced
248	Jane Street New York	$156M	+$101M	29	0.05%	Increased
249	Janney Montgomery Scott Philadelphia, Pennsylvania	$154M	+$6.29M	16	0.66%	Increased
250	Starboard Value New York	$153M	+$155M	1	2.8%	New