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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	EC EMS Capital New York	$52.5M	$0	1	5.4%	Maintained
277	SM Senvest Management New York	$52.1M	+$28.5M	1	3.75%	Increased
278	Hotchkis & Wiley Capital Management Los Angeles, California	$52M	+$59.8M	1	0.21%	New
279	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$51.9M	+$17.8M	6	0.14%	Increased
280	Welch & Forbes Boston, Massachusetts	$51.9M	-$441K	2	1.73%	Reduced
281	Aperio Group Sausalito, California	$51.8M	+$377K	16	0.53%	Increased
282	IC Inverness Counsel New York	$51.6M	+$1.27K	1	4.37%	Increased
283	CI Global Investments Oakland, California	$50.2M	-$2.93M	1	1.17%	Reduced
284	LCM Lakewood Capital Management New York	$50.1M	$0	1	1.9%	Maintained
285	Balyasny Asset Management Chicago, Illinois	$49.9M	-$17.8M	5	0.37%	Reduced
286	BOK Financial Tulsa, Oklahoma	$49.7M	+$6.95K	5	1.87%	Increased
287	Eaton Vance Management Boston, Massachusetts	$49.1M	-$15.7M	6	0.15%	Reduced
288	Prudential plc London, England, United Kingdom	$49M	-$93.2M	1	0.21%	Reduced
289	Employees Retirement System of Texas Austin, Texas	$48.5M	-$522K	9	0.69%	Reduced
290	CC Cannell & Co New York	$48.5M	+$25.5M	4	1.58%	Increased
291	BNP Paribas Financial Markets Paris, France	$48.2M	+$7.25M	19	0.12%	Increased
292	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$48.2M	-$21M	1	1.88%	Reduced
293	TGI Tradewinds Global Investors Los Angeles, California	$47.8M	-$3.94M	2	2.35%	Reduced
294	Resolution Capital Sydney, NSW, Australia	$47.1M	-$9.07M	1	3.98%	Reduced
295	Obermeyer Wealth Partners Aspen, Colorado	$47M	-$813K	3	4.96%	Reduced
296	Nomura Asset Management Tokyo, Japan	$46.9M	+$2.95M	8	0.94%	Increased
297	CM CS McKee Pittsburgh, Pennsylvania	$46.2M	-$3.05M	1	1.5%	Reduced
298	AIG American International Group New York	$45.6M	-$636K	21	0.2%	Reduced
299	Cincinnati Financial Corp Fairfield, Ohio	$45.6M	$0	1	2.96%	Maintained
300	KeyBank National Association Cleveland, Ohio	$45.5M	-$7.39M	10	0.32%	Reduced