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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	IC Inverness Counsel New York	$62.4M	-$237K	1	4.6%	Reduced
277	LCM Lakewood Capital Management New York	$62.2M	+$2.27M	1	3.19%	Increased
278	Resolution Capital Sydney, NSW, Australia	$61.2M	-$22.6M	1	5.27%	Reduced
279	Public Employees Retirement Association of Colorado Denver, Colorado	$60.7M	+$4.25M	15	0.5%	Increased
280	Empyrean Capital Partners Los Angeles, California	$60.1M	$0	1	2.99%	Maintained
281	Kornitzer Capital Management Shawnee Mission, Kansas	$59.6M	+$8.57M	4	0.72%	Increased
282	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$59.1M	-$194K	7	0.8%	Reduced
283	YCMGA York Capital Management Global Advisors New York	$59M	+$10.9M	2	0.41%	Increased
284	CC Cannell & Co New York	$58.9M	+$31.4M	4	1.71%	Increased
285	ACM Archer Capital Management New York	$58.9M	+$15.1M	2	5.77%	Increased
286	BCM Barometer Capital Management Toronto, Ontario, Canada	$57.6M	-$6.71M	2	4.46%	Reduced
287	RRC Red Rocks Capital Denver, Colorado	$57M	+$7.57M	1	15.08%	Increased
288	ESCM Echo Street Capital Management New York	$56.9M	+$12.5M	1	3.3%	Increased
289	Arrowstreet Capital Boston, Massachusetts	$56.6M	-$33.7M	9	0.35%	Reduced
290	SLCM Seven Locks Capital Management New York	$56.6M	-$11.5M	2	9.46%	Reduced
291	OP Oldfield Partners London, United Kingdom	$56.5M	-$60.2M	1	3.46%	Reduced
292	Aperio Group Sausalito, California	$56.4M	+$4.8M	16	0.63%	Increased
293	Johnson Investment Counsel Cincinnati, Ohio	$56.2M	-$18.1M	3	1.88%	Reduced
294	Capital International Los Angeles, California	$56.1M	+$3.94M	3	3.42%	Increased
295	Korea Investment Corp Seoul, South Korea	$55.8M	+$2.15M	8	0.44%	Increased
296	Employees Retirement System of Texas Austin, Texas	$55.3M	-$9.88M	9	0.72%	Reduced
297	Cincinnati Financial Corp Fairfield, Ohio	$55.1M	$0	1	3.32%	Maintained
298	M&T Bank Buffalo, New York	$55M	-$1.83M	11	0.34%	Reduced
299	PS Presima Securities Montreal, Quebec, Canada	$54.6M	+$16M	2	10.23%	Increased
300	Weiss Multi-Strategy Advisers New York	$54.5M	+$5.5M	3	2.42%	Increased