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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	Aberdeen Asset Management Aberdeen, United Kingdom	$84.8M	+$1.17M	7	0.28%	Increased
252	Egerton Capital (UK) London, United Kingdom	$83M	+$82M	1	0.83%	New
253	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$82.4M	-$5.43M	1	3.82%	Reduced
254	Comerica Bank Dallas, Texas	$81.2M	-$17.9M	18	0.61%	Reduced
255	Point72 Asset Management Stamford, Connecticut	$81.1M	-$53.2M	2	0.45%	Reduced
256	ClearBridge Investments New York	$80.9M	-$10.1M	9	0.08%	Reduced
257	Eaton Vance Management Boston, Massachusetts	$80.7M	-$9.16M	9	0.21%	Reduced
258	Two Sigma Investments New York	$79.4M	+$29.3M	12	0.29%	Increased
259	Kornitzer Capital Management Shawnee Mission, Kansas	$78.7M	-$4.08M	6	1.38%	Reduced
260	US Bancorp Minneapolis, Minnesota	$78.4M	+$2.21M	19	0.26%	Increased
261	MLICM Metropolitan Life Insurance Company (MetLife) New York	$78.2M	-$277K	15	0.54%	Reduced
262	Horizon Kinetics New York	$78.2M	-$11.1M	2	2.56%	Reduced
263	Regions Financial Corp Birmingham, Alabama	$78M	-$4.69M	6	0.92%	Reduced
264	Fidelity International Hamilton, Bermuda	$75.8M	-$7M	3	0.22%	Reduced
265	Baird Financial Group Milwaukee, Wisconsin	$75.5M	-$5.16M	8	0.59%	Reduced
266	Arrowstreet Capital Boston, Massachusetts	$75.2M	-$71M	6	0.23%	Reduced
267	PHAM Pacific Heights Asset Management San Francisco, California	$74.9M	$0	2	7.15%	Maintained
268	Diamond Hill Capital Management Columbus, Ohio	$73.5M	-$33.5K	2	0.4%	Reduced
269	Douglas Lane & Associates New York	$72.5M	-$3.64M	3	1.71%	Reduced
270	M&T Bank Buffalo, New York	$72.4M	-$448K	11	0.43%	Reduced
271	Brandywine Global Investment Management Philadelphia, Pennsylvania	$72.3M	-$4.64M	3	0.46%	Reduced
272	DL Delta Lloyd Amsterdam, Netherlands	$72.1M	+$6.23M	5	2.02%	Increased
273	NSCM New South Capital Management Memphis, Tennessee	$72.1M	+$381K	1	1.71%	Increased
274	OP Oldfield Partners London, United Kingdom	$71.3M	+$19.7M	2	6.19%	Increased
275	Pinnacle Associates New York	$71.1M	-$1.18M	5	1.37%	Reduced