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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
276	T TOBAM Paris, France	$54.8M	+$39.9M	2	3.06%	Increased
277	Wedge Capital Management Charlotte, North Carolina	$54.4M	-$13.4M	4	0.63%	Reduced
278	AIG American International Group New York	$54.1M	-$193K	20	0.3%	Reduced
279	Jericho Capital Asset Management New York	$53.9M	-$17.4M	1	3.81%	Reduced
280	TimesSquare Capital Management New York	$53.8M	+$25M	1	0.3%	Increased
281	Chevy Chase Trust Bethesda, Maryland	$53.6M	+$1.33M	5	0.44%	Increased
282	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$53.5M	-$3.74M	5	0.14%	Reduced
283	EA Euclid Advisors Hartford, Connecticut	$53.5M	+$7.16M	4	0.54%	Increased
284	SAM Scopus Asset Management New York	$53.1M	+$16.6M	1	1.33%	Increased
285	HI Honeywell International Charlotte, North Carolina	$52.5M	-$206K	2	1.35%	Reduced
286	Rockefeller Financial Services New York	$52.5M	-$5.62M	3	1.22%	Reduced
287	Nordea Investment Management Stockholm, Sweden	$51.8M	+$21.1M	4	0.29%	Increased
288	ACM Atlanta Capital Management Atlanta, Georgia	$51.6M	-$5.11M	3	0.37%	Reduced
289	TPSF Texas Permanent School Fund Austin, Texas	$51.1M	-$1.9M	10	0.53%	Reduced
290	Gateway Investment Advisers Cincinnati, Ohio	$50.9M	+$366K	4	0.43%	Increased
291	CCP Clough Capital Partners Boston, Massachusetts	$50.6M	+$2.17M	4	1.57%	Increased
292	Wasatch Advisors Salt Lake City, Utah	$50.6M	+$51.5M	1	0.52%	New
293	Thrivent Financial for Lutherans Minneapolis, Minnesota	$49.9M	+$1.28M	9	0.32%	Increased
294	Brown Advisory Baltimore, Maryland	$49.6M	-$15.7M	7	0.18%	Reduced
295	CIP Champlain Investment Partners Burlington, Vermont	$49.2M	+$2.29M	1	0.94%	Increased
296	MP Makaira Partners La Jolla, California	$49.1M	+$3.65M	1	10.43%	Increased
297	CCMH Cornerstone Capital Management Holdings New York	$48.5M	+$9.86M	10	0.58%	Increased
298	PIMC Praesidium Investment Management Company New York	$48.5M	-$1.78M	1	4.05%	Reduced
299	ZDA Zweig-DiMenna Associates New York	$48.3M	-$1.68M	3	1.96%	Reduced
300	Los Angeles Capital Management Los Angeles, California	$48.1M	+$19.6M	8	0.59%	Increased