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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	AIG American International Group New York	$56.4M	+$165K	20	0.27%	Increased
277	USSCPF United States Steel & Carnegie Pension Fund New York	$56.3M	-$22.8M	1	1.27%	Reduced
278	Manning & Napier Advisors Fairport, New York	$56.1M	+$4.38M	2	0.25%	Increased
279	GJL Gendell Jeffrey L	$55.9M	$0	1	9.24%	Maintained
280	Gateway Investment Advisers Cincinnati, Ohio	$55.8M	-$147K	4	0.45%	Reduced
281	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$55.7M	-$4.53M	7	0.17%	Reduced
282	PIMC Praesidium Investment Management Company New York	$55.7M	-$235K	1	4.42%	Reduced
283	EA Euclid Advisors Hartford, Connecticut	$55.4M	-$2.11M	4	0.46%	Reduced
284	Balyasny Asset Management Chicago, Illinois	$55.2M	-$86.9M	4	0.72%	Reduced
285	JC Joho Capital New York	$54.5M	+$3.18M	1	3.73%	Increased
286	ACM Argent Capital Management St Louis, Missouri	$53.6M	+$1.39M	2	3.01%	Increased
287	AC Ascend Capital Orinda, California	$52.2M	+$44.6M	2	1.59%	Increased
288	TPSF Texas Permanent School Fund Austin, Texas	$51.4M	-$2.51M	10	0.51%	Reduced
289	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$50.4M	-$30.2M	5	0.41%	Reduced
290	SRFM Shannon River Fund Management New York	$50.4M	+$1.65M	1	3.77%	Increased
291	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$49.6M	-$3.23M	5	0.12%	Reduced
292	CCMH Cornerstone Capital Management Holdings New York	$49.3M	-$715K	8	0.57%	Reduced
293	Johnson Investment Counsel Cincinnati, Ohio	$48.7M	+$235K	2	1.8%	Increased
294	MWR McAdams Wright Ragen Seattle, Washington	$48.6M	+$47M	4	3.21%	Increased
295	SAM Scopus Asset Management New York	$48.4M	-$9.63M	1	1.12%	Reduced
296	Capital International Los Angeles, California	$47.7M	-$1.08M	2	2.92%	Reduced
297	KM Kylin Management New York	$47.4M	+$38.6M	1	6.5%	New
298	CIP Champlain Investment Partners Burlington, Vermont	$47.3M	-$5.29M	1	0.83%	Reduced
299	MDSL M.D. Sass LLC New York	$46.7M	+$43.7M	1	3.31%	New
300	ARC Absolute Return Capital Boston, Massachusetts	$46M	+$6.55M	2	0.51%	Increased