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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
251	SG Americas Securities New York	$67.9M	+$23.4M	12	0.4%	Increased
252	TI Tyrian Investments New York	$67.7M	+$30.4M	2	8.89%	Increased
253	Aberdeen Asset Management Aberdeen, United Kingdom	$67M	-$24.9M	6	0.15%	Reduced
254	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$66.8M	+$14.9M	3	0.7%	Increased
255	PRCM Pine River Capital Management Minnetonka, Minnesota	$66.6M	+$48.6M	3	0.78%	Increased
256	Ruane, Cunniff & Goldfarb New York	$66.5M	-$339K	1	0.35%	Reduced
257	Lyrical Asset Management New York	$66.2M	+$13.7M	1	2.58%	Increased
258	Winton Group London, United Kingdom	$65.8M	-$4.32M	2	0.47%	Reduced
259	VVP Vulcan Value Partners Birmingham, Alabama	$65.8M	-$27.5M	1	0.94%	Reduced
260	BRIM Broad Run Investment Management Arlington, Virginia	$65.5M	+$45.2M	1	5.02%	Increased
261	Cincinnati Financial Corp Fairfield, Ohio	$64M	$0	1	4.2%	Maintained
262	Haverford Trust Company Radnor, Pennsylvania	$64M	+$988K	2	1.91%	Increased
263	Korea Investment Corp Seoul, South Korea	$63.9M	+$16M	7	0.52%	Increased
264	AIG American International Group New York	$63.4M	+$2.39M	21	0.28%	Increased
265	MP Makaira Partners La Jolla, California	$63.1M	-$7.32M	1	11.02%	Reduced
266	Retirement Systems of Alabama Montgomery, Alabama	$63.1M	+$1.18M	5	0.35%	Increased
267	TIAAOA Teachers Insurance & Annuity Association of America New York	$62.3M	+$792K	3	2.42%	Increased
268	LSV Asset Management Chicago, Illinois	$61.7M	+$27.2M	4	0.14%	Increased
269	Stifel Financial St. Louis, Missouri	$61.7M	-$10.1M	11	0.54%	Reduced
270	TEC Tiger Eye Capital Nashville, Tennessee	$60.6M	+$61.9M	1	6.1%	New
271	Welch & Forbes Boston, Massachusetts	$60.1M	-$3.13M	2	1.83%	Reduced
272	SLCM Seven Locks Capital Management New York	$59.2M	+$34.1M	2	8.36%	Increased
273	Aviva London, United Kingdom	$58.8M	-$7.22M	8	0.47%	Reduced
274	SCM Stonerise Capital Management San Francisco, California	$58.1M	-$8.03M	2	28.8%	Reduced
275	HI Honeywell International Charlotte, North Carolina	$57.7M	+$32.1M	3	1.36%	Increased