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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$58.7M	+$1.95M	7	1.8%	Increased
277	USS Investment Management London, United Kingdom	$58.4M	+$55.7M	1	0.96%	New
278	Empyrean Capital Partners Los Angeles, California	$58.1M	$0	1	3.31%	Maintained
279	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$58M	-$8.15M	1	3.4%	Reduced
280	CC Colrain Capital Boston, Massachusetts	$57.9M	+$10.8M	2	4.47%	Increased
281	LCM Lakewood Capital Management New York	$57.9M	+$15M	1	3.24%	Increased
282	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$57.8M	+$3.98M	6	0.82%	Increased
283	LI LMCG Investments Boston, Massachusetts	$57.6M	+$1.78M	3	1.26%	Increased
284	M&T Bank Buffalo, New York	$57.5M	+$5.69M	11	0.36%	Increased
285	Cincinnati Financial Corp Fairfield, Ohio	$57.1M	$0	1	3.49%	Maintained
286	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57.1M	-$1.64M	2	0.78%	Reduced
287	BCM Barometer Capital Management Toronto, Ontario, Canada	$56.9M	+$6.62M	3	5%	Increased
288	Chevy Chase Trust Bethesda, Maryland	$56.9M	-$108K	4	0.36%	Reduced
289	Brown Advisory Baltimore, Maryland	$56.4M	+$2.07M	7	0.18%	Increased
290	TGI Tradewinds Global Investors Los Angeles, California	$56.4M	+$30.7M	2	2.29%	Increased
291	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$55.8M	+$11.8M	2	2.02%	Increased
292	Sentry Investments Toronto, Ontario, Canada	$55.7M	-$7.05M	1	0.7%	Reduced
293	Pzena Investment Management New York	$55.6M	+$4.32M	1	0.3%	Increased
294	Public Employees Retirement Association of Colorado Denver, Colorado	$55.6M	-$399K	15	0.46%	Reduced
295	Crawford Investment Counsel Atlanta, Georgia	$55.6M	-$5.41M	2	1.96%	Reduced
296	Baird Milwaukee, Wisconsin	$55.4M	+$40.5M	6	0.59%	Increased
297	SCM Stonerise Capital Management San Francisco, California	$55.4M	-$9.89M	2	24.42%	Reduced
298	Nomura Asset Management Tokyo, Japan	$54.3M	+$3.92M	8	0.95%	Increased
299	MP Makaira Partners La Jolla, California	$54.2M	-$19.3M	1	9.57%	Reduced
300	Korea Investment Corp Seoul, South Korea	$53.2M	-$15M	7	0.44%	Reduced