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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	CC Cederberg Capital London, United Kingdom	$178M	-$35.4M	2	35.23%	Reduced
252	Man Group London, United Kingdom	$177M	+$19.8M	16	0.57%	Increased
253	NHAS Novo Holdings A/S Hellerup, Denmark	$176M	-$10.1M	1	8.35%	Reduced
254	Conestoga Capital Advisors Wayne, Pennsylvania	$175M	+$33.8M	1	2.28%	Increased
255	Alyeska Investment Group Chicago, Illinois	$173M	+$57.3M	3	2%	Increased
256	Carmignac Gestion Paris, France	$172M	+$5.76M	3	2.41%	Increased
257	HighTower Advisors Chicago, Illinois	$172M	+$16M	23	0.38%	Increased
258	VanEck Associates New York	$172M	+$32.2M	20	0.4%	Increased
259	Treasurer of the State of North Carolina Raleigh, North Carolina	$171M	+$1.23M	11	0.9%	Increased
260	Osaic Holdings Scottsdale, Arizona	$170M	-$94.1K	40	0.32%	Reduced
261	Segall Bryant & Hamill Chicago, Illinois	$169M	+$13.6M	7	1.56%	Increased
262	CET Clean Energy Transition London, United Kingdom	$168M	+$159M	2	19.46%	New
263	LPU Lansdowne Partners (UK) London, United Kingdom	$166M	-$113M	1	10.08%	Reduced
264	Williams Jones Wealth Management New York	$166M	+$707K	5	2.07%	Increased
265	Elliott Investment Management West Palm Beach, Florida	$166M	+$151M	1	1.47%	New
266	Royal London Asset Management United Kingdom	$165M	+$17.5M	8	0.61%	Increased
267	Huntington National Bank Columbus, Ohio	$162M	+$5.89M	24	1.47%	Increased
268	Loomis, Sayles & Company Boston, Massachusetts	$162M	-$9.74M	11	0.2%	Reduced
269	TAM Timucuan Asset Management Jacksonville, Florida	$161M	+$257K	1	5.9%	Increased
270	Addenda Capital Montreal, Quebec, Canada	$160M	+$154K	1	6.87%	Increased
271	Railway Pension Investments London, United Kingdom	$159M	+$2.63M	4	1.19%	Increased
272	SSM Sound Shore Management Greenwich, Connecticut	$158M	+$4.41M	1	4.38%	Increased
273	NN Investment Partners Holdings The Hague, Netherlands	$158M	-$3.04M	9	0.79%	Reduced
274	Madison Asset Management Madison, Wisconsin	$152M	-$8.42M	3	1.99%	Reduced
275	Sachem Head Capital Management New York	$151M	-$55.7M	1	3.56%	Reduced