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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	Comerica Bank Dallas, Texas	$109M	+$2.28M	21	0.84%	Increased
252	PS Presima Securities Montreal, Quebec, Canada	$108M	+$9M	2	20.41%	Increased
253	LSCM Light Street Capital Management Palo Alto, California	$106M	+$25.2M	2	4.41%	Increased
254	Douglas Lane & Associates New York	$106M	-$3.96M	4	2.27%	Reduced
255	BC Brahman Capital New York	$106M	-$16.6M	1	10.21%	Reduced
256	Treasurer of the State of North Carolina Raleigh, North Carolina	$105M	-$10.3M	11	0.87%	Reduced
257	Susquehanna International Group Bala Cynwyd, Pennsylvania	$103M	+$30.4M	23	0.02%	Increased
258	W.H. Reaves & Co Jersey City, New Jersey	$103M	+$9.77M	2	4.25%	Increased
259	LPL Financial San Diego, California	$102M	+$13.9M	19	0.18%	Increased
260	AG Artal Group Luxembourg	$102M	+$61.4M	2	2.84%	Increased
261	NHAS Novo Holdings A/S Hellerup, Denmark	$101M	-$18	1	6.52%	Reduced
262	Robeco Schweiz Zurich, Switzerland	$99.9M	+$13.7M	2	3.59%	Increased
263	Thornburg Investment Management Santa Fe, New Mexico	$99.7M	-$16.2M	5	1.28%	Reduced
264	CBT Capital Bank & Trust Irvine, California	$99.4M	-$1.93M	3	1.45%	Reduced
265	Rockefeller Capital Management New York	$98.8M	+$10M	17	1.03%	Increased
266	EIP Easterly Investment Partners Beverly, Massachusetts	$96.3M	+$90.4M	1	4.37%	Increased
267	OP Oldfield Partners London, United Kingdom	$95.4M	-$4.05M	2	11.08%	Reduced
268	Capital Advisors Inc Tulsa, Oklahoma	$94.9M	-$11M	4	3.95%	Reduced
269	Marshall Wace North America New York	$94.8M	+$31M	11	0.63%	Increased
270	Glenmede Trust Philadelphia, Pennsylvania	$94.2M	-$9.24M	22	0.58%	Reduced
271	Clark Capital Management Group Philadelphia, Pennsylvania	$91.6M	+$9.89M	4	1.71%	Increased
272	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$91.5M	+$3.53M	7	1.49%	Increased
273	Conestoga Capital Advisors Wayne, Pennsylvania	$91.4M	+$3.54M	1	1.99%	Increased
274	Silvercrest Asset Management New York	$91.3M	-$8.67M	5	0.81%	Reduced
275	Kornitzer Capital Management Shawnee Mission, Kansas	$91.2M	+$5.2M	6	1.84%	Increased