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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	Fred Alger Management New York	$94.2M	+$96M	10	0.41%	Increased
252	Carmignac Gestion Paris, France	$93.8M	+$89.7M	2	1.6%	New
253	Jericho Capital Asset Management New York	$93.5M	+$87.6M	3	7.52%	New
254	VanEck Associates New York	$92.6M	+$24.8M	11	0.47%	Increased
255	Thornburg Investment Management Santa Fe, New Mexico	$92M	-$63.7M	5	1.32%	Reduced
256	Madison Asset Management Madison, Wisconsin	$90.8M	-$35.2M	3	1.87%	Reduced
257	CBT Capital Bank & Trust Irvine, California	$90.8M	-$3.33M	8	1.53%	Reduced
258	Capital Advisors Inc Tulsa, Oklahoma	$90.7M	-$40.2M	3	4.92%	Reduced
259	Natixis Paris, France	$90.5M	+$45.4M	7	0.71%	Increased
260	Silvercrest Asset Management New York	$90M	-$2.07M	7	0.97%	Reduced
261	Westwood Holdings Group Dallas, Texas	$89.6M	+$18.9M	4	1.35%	Increased
262	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$88.9M	+$113M	1	20.45%	New
263	PS Presima Securities Montreal, Quebec, Canada	$88.5M	-$15.5M	2	21.14%	Reduced
264	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$87.8M	+$60.3M	7	0.94%	Increased
265	Baupost Group Boston, Massachusetts	$87M	$0	1	1.28%	Maintained
266	Weiss Multi-Strategy Advisers New York	$85.5M	+$83M	4	3.33%	Increased
267	LPU Lansdowne Partners (UK) London, United Kingdom	$85M	+$45.2M	1	4.71%	Increased
268	TAM Third Avenue Management New York	$85M	+$21.8M	4	12.56%	Increased
269	OP Oldfield Partners London, United Kingdom	$84.8M	+$8.68M	2	10.73%	Increased
270	SIC Schwartz Investment Counsel Plymouth, Michigan	$83.8M	+$11.8M	4	5.57%	Increased
271	Royal London Asset Management United Kingdom	$83.5M	+$6.15M	7	0.67%	Increased
272	Aspex Management (HK) Central, Hong Kong	$83.5M	+$78.8M	2	11.56%	New
273	Two Sigma Advisers New York	$83.3M	-$63.3M	20	0.32%	Reduced
274	Los Angeles Capital Management Los Angeles, California	$83M	+$4.94M	15	0.53%	Increased
275	Capital International Inc Los Angeles, California	$82.6M	+$586K	2	1.39%	Increased