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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	BNP Paribas Financial Markets Paris, France	$155M	-$96M	26	0.21%	Reduced
252	William Blair & Company Chicago, Illinois	$155M	+$19.3M	13	0.54%	Increased
253	Huntington National Bank Columbus, Ohio	$155M	+$4.22M	25	1.44%	Increased
254	Royal London Asset Management United Kingdom	$155M	+$3.3M	9	0.6%	Increased
255	Balyasny Asset Management Chicago, Illinois	$154M	-$70.5M	14	0.49%	Reduced
256	Addenda Capital Montreal, Quebec, Canada	$153M	+$4.29M	1	6.28%	Increased
257	Handelsbanken Fonder Stockholm, Sweden	$153M	-$9.11M	17	0.85%	Reduced
258	HighTower Advisors Chicago, Illinois	$153M	-$2.67M	21	0.34%	Reduced
259	TAM Timucuan Asset Management Jacksonville, Florida	$152M	+$962K	1	5.89%	Increased
260	Treasurer of the State of North Carolina Raleigh, North Carolina	$151M	-$2.93M	10	0.84%	Reduced
261	Pzena Investment Management New York	$151M	-$2.14M	1	0.57%	Reduced
262	Williams Jones Wealth Management New York	$147M	+$1.04M	4	2.05%	Increased
263	AIG American International Group New York	$145M	-$22.7M	24	0.79%	Reduced
264	EC Eminence Capital New York	$144M	+$182M	1	1.63%	New
265	Madison Asset Management Madison, Wisconsin	$142M	-$638K	3	2.03%	Reduced
266	IC Inverness Counsel New York	$141M	-$14.5M	1	6.32%	Reduced
267	Westfield Capital Management Boston, Massachusetts	$139M	+$34.3M	2	0.89%	Increased
268	Ariel Investments Chicago, Illinois	$136M	+$281K	1	1.21%	Increased
269	CC Cederberg Capital London, United Kingdom	$135M	-$5.72M	2	33.7%	Reduced
270	Rothschild & Co Asset Management US Stamford, Connecticut	$134M	+$3.09M	1	1.71%	Increased
271	CET Clean Energy Transition London, United Kingdom	$133M	-$18.1M	2	22.71%	Reduced
272	Mairs & Power Inc St Paul, Minnesota	$133M	-$872K	1	1.34%	Reduced
273	Capital International Inc Los Angeles, California	$132M	+$8.89M	3	1.48%	Increased
274	Baupost Group Boston, Massachusetts	$132M	-$32.9M	1	1.42%	Reduced
275	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$132M	$0	1	0.3%	Maintained