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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	Bridgeway Capital Management Houston, Texas	$61M	+$26M	9	0.95%	Increased
277	Moore Capital Management New York	$60.7M	+$24.1M	4	2.37%	Increased
278	AL AJO LP Philadelphia, Pennsylvania	$60.3M	+$7.85M	4	0.27%	Increased
279	GE General Electric Evendale, Ohio	$60.2M	+$20.4M	2	0.31%	Increased
280	Zurich Cantonal Bank Zurich, Switzerland	$60.1M	+$8.56M	18	0.78%	Increased
281	MLICM Metropolitan Life Insurance Company (MetLife) New York	$60M	+$5.85M	14	0.45%	Increased
282	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$59.7M	-$3.27M	1	3.56%	Reduced
283	AC Avenir Corporation Alexandria, Virginia	$58.4M	-$560K	1	4.78%	Reduced
284	Employees Retirement System of Texas Austin, Texas	$57.8M	+$6.01M	9	0.79%	Increased
285	Los Angeles Capital Management Los Angeles, California	$57.2M	-$15.4M	7	0.49%	Reduced
286	TCM Tensile Capital Management Larkspur, California	$57.1M	+$2.93M	2	13.87%	Increased
287	Baird Financial Group Milwaukee, Wisconsin	$56.7M	+$10.7M	6	0.52%	Increased
288	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$55.6M	+$15.7M	4	0.49%	Increased
289	Cincinnati Financial Corp Fairfield, Ohio	$55.2M	$0	1	3.12%	Maintained
290	Teacher Retirement System of Texas Austin, Texas	$54.9M	-$40.7M	16	0.37%	Reduced
291	Great Lakes Advisors Chicago, Illinois	$54.9M	-$11.9M	3	1.49%	Reduced
292	Pinnacle Associates New York	$54.5M	-$5.25M	4	1.18%	Reduced
293	BNP Paribas Financial Markets Paris, France	$53.9M	-$10.4M	20	0.24%	Reduced
294	Fidelity International Hamilton, Bermuda	$53.4M	+$17.8M	4	0.17%	Increased
295	Regions Financial Corp Birmingham, Alabama	$52.4M	+$48.8M	3	0.68%	Increased
296	HCM HMI Capital Management San Francisco, California	$51.9M	$0	1	9.77%	Maintained
297	SCM Snow Capital Management Sewickley, Pennsylvania	$51.4M	-$21.8M	1	2.42%	Reduced
298	US Bancorp Minneapolis, Minnesota	$51.3M	+$3.6M	21	0.2%	Increased
299	Gates Capital Management New York	$51.2M	-$7.83M	1	1.74%	Reduced
300	Gateway Investment Advisers Cincinnati, Ohio	$51.1M	+$7.82M	7	0.44%	Increased