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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	ClearBridge Investments New York	$74.5M	-$168M	8	0.08%	Reduced
252	Axa Paris, France	$74.5M	+$2.1M	8	0.33%	Increased
253	USSCPF United States Steel & Carnegie Pension Fund New York	$73.9M	-$64.8M	1	2.18%	Reduced
254	Davis Selected Advisers Tucson, Arizona	$73.5M	-$3.76M	3	0.32%	Reduced
255	Robeco Institutional Asset Management Rotterdam, Netherlands	$72.2M	+$20.6M	7	0.53%	Increased
256	Panagora Asset Management Boston, Massachusetts	$71.8M	-$8.4M	18	0.34%	Reduced
257	Hamlin Capital Management New York	$69M	+$144K	1	3.19%	Increased
258	Nomura Asset Management Tokyo, Japan	$68.6M	-$790K	9	1.23%	Reduced
259	OP Oldfield Partners London, United Kingdom	$68.5M	-$6.07M	2	4.92%	Reduced
260	Brandywine Global Investment Management Philadelphia, Pennsylvania	$67M	-$11.5M	5	0.44%	Reduced
261	WBC Westpac Banking Corp Sydney, Australia	$66.8M	-$4.79M	9	0.72%	Reduced
262	LBIM Land & Buildings Investment Management Stamford, Connecticut	$66.8M	+$35.8M	2	17.08%	Increased
263	ESCM Echo Street Capital Management New York	$66.7M	-$7.19M	3	2.82%	Reduced
264	NSCM New South Capital Management Memphis, Tennessee	$66.4M	+$1.01M	1	1.59%	Increased
265	Regions Financial Corp Birmingham, Alabama	$66.3M	+$8.56M	6	0.85%	Increased
266	AIM Allen Investment Management New York	$66.1M	-$26.6M	3	4.22%	Reduced
267	MLICM Metropolitan Life Insurance Company (MetLife) New York	$66.1M	+$5.41M	14	0.48%	Increased
268	Chartwell Investment Partners Berywn, Pennsylvania	$66M	-$17.9M	4	1.18%	Reduced
269	Aberdeen Asset Management Aberdeen, United Kingdom	$65.8M	+$2.03M	7	0.24%	Increased
270	Intact Investment Management Montreal, Quebec, Canada	$65.7M	-$3.74M	3	2.48%	Reduced
271	EC EMS Capital New York	$64.8M	-$22.2M	1	6.54%	Reduced
272	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$64.7M	+$1M	1	3.6%	Increased
273	Fred Alger Management New York	$64.4M	-$27.3M	4	0.33%	Reduced
274	TCM Tensile Capital Management Larkspur, California	$63.4M	-$2.99M	2	14.3%	Reduced
275	AT Alliance Trust Dundee, Scotland, United Kingdom	$63.3M	-$25.3M	1	2.75%	Reduced