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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	Clark Capital Management Group Philadelphia, Pennsylvania	$144M	-$28.2M	5	2.19%	Reduced
252	Geneva Capital Management Milwaukee, Wisconsin	$143M	-$39.2M	2	2.44%	Reduced
253	BC Brahman Capital New York	$142M	-$6.37M	1	12.03%	Reduced
254	PS Presima Securities Montreal, Quebec, Canada	$142M	+$14.1M	2	18.66%	Increased
255	Jennison Associates New York	$141M	-$40.3M	5	0.1%	Reduced
256	Cooke & Bieler Philadelphia, Pennsylvania	$139M	-$112M	2	1.35%	Reduced
257	NHAS Novo Holdings A/S Hellerup, Denmark	$137M	$0	1	5.64%	Maintained
258	LPU Lansdowne Partners (UK) London, United Kingdom	$137M	+$44.9M	1	4.45%	Increased
259	Capital Advisors Inc Tulsa, Oklahoma	$136M	+$35.4K	3	4.47%	Increased
260	NN Investment Partners Holdings The Hague, Netherlands	$135M	-$2.6M	9	0.79%	Reduced
261	River Road Asset Management Louisville, Kentucky	$135M	-$47.1M	3	1.63%	Reduced
262	Martingale Asset Management Boston, Massachusetts	$135M	+$14.4M	7	1.55%	Increased
263	Comerica Bank Dallas, Texas	$135M	-$5.24M	23	0.8%	Reduced
264	Panagora Asset Management Boston, Massachusetts	$131M	-$26.4M	26	0.74%	Reduced
265	Wedge Capital Management Charlotte, North Carolina	$130M	-$34.6M	5	1.55%	Reduced
266	Handelsbanken Fonder Stockholm, Sweden	$128M	-$11.4M	18	0.73%	Reduced
267	Janney Montgomery Scott Philadelphia, Pennsylvania	$128M	+$5.24M	18	0.62%	Increased
268	VanEck Associates New York	$127M	+$11.7M	15	0.34%	Increased
269	AIM Anatole Investment Management Central, Hong Kong	$127M	+$144M	1	13.67%	New
270	SCH Sylebra Capital (HK) Hong Kong	$125M	-$27M	2	3.23%	Reduced
271	Alyeska Investment Group Chicago, Illinois	$124M	-$33.9M	4	1.61%	Reduced
272	Treasurer of the State of North Carolina Raleigh, North Carolina	$124M	+$669K	11	0.78%	Increased
273	Conestoga Capital Advisors Wayne, Pennsylvania	$124M	+$1.52M	1	1.87%	Increased
274	SIC Schwartz Investment Counsel Plymouth, Michigan	$122M	+$27.1M	3	5.29%	Increased
275	Osaic Holdings Scottsdale, Arizona	$122M	-$3.84M	36	0.29%	Reduced