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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	TCM Tensile Capital Management Larkspur, California	$70.9M	-$2.12M	2	14.31%	Reduced
277	AIM Allen Investment Management New York	$70.7M	-$4.23M	4	3.39%	Reduced
278	SFM Systematic Financial Management Teaneck, New Jersey	$70.3M	+$33.8M	6	1.3%	Increased
279	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$70.2M	-$9.55M	3	0.11%	Reduced
280	CA Cortland Advisers Wilmington, Delaware	$69.3M	+$13.6M	1	3.34%	Increased
281	Moore Capital Management New York	$69.2M	+$21.4M	3	2.13%	Increased
282	Great Lakes Advisors Chicago, Illinois	$68.2M	-$434K	4	1.67%	Reduced
283	Scotia Capital Toronto, Ontario, Canada	$66.7M	+$3.33M	4	1.13%	Increased
284	MP Makaira Partners La Jolla, California	$66.3M	+$10.2M	1	8.67%	Increased
285	Glenmede Trust Philadelphia, Pennsylvania	$66.3M	$0	16	0.32%	Maintained
286	ESCM Echo Street Capital Management New York	$65.2M	+$14.6M	2	2.42%	Increased
287	Natixis Advisors Boston, Massachusetts	$65.2M	-$4.4M	11	0.71%	Reduced
288	Zevenbergen Capital Investments Edmonds, Washington	$64.1M	-$2.24M	2	2.79%	Reduced
289	BNP Paribas Asset Management Paris, France	$63.9M	-$28.4M	11	0.57%	Reduced
290	Cincinnati Financial Corp Fairfield, Ohio	$63.9M	$0	1	3.03%	Maintained
291	Employees Retirement System of Texas Austin, Texas	$63.4M	-$4.75M	7	0.86%	Reduced
292	Factory Mutual Insurance Waltham, Massachusetts	$62.6M	$0	2	0.72%	Maintained
293	DekaBank Deutsche Girozentrale Frankfurt, Germany	$62.5M	+$34.8M	11	0.5%	Increased
294	Columbia Wanger Asset Management Chicago, Illinois	$62.4M	+$22.1M	2	0.89%	Increased
295	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$61.8M	+$2.2M	8	1%	Increased
296	HCM HMI Capital Management San Francisco, California	$61.7M	+$848K	1	9.7%	Increased
297	SJIC St. James Investment Company Southlake, Texas	$61M	-$71.4K	1	7.53%	Reduced
298	CGM Capital Growth Management Boston, Massachusetts	$60.2M	-$62.8M	2	2.76%	Reduced
299	AMF Tjänstepension Stockholm, Sweden	$60.2M	$0	3	0.69%	Maintained
300	DCM Daruma Capital Management New York	$59.2M	-$1.84M	1	3.53%	Reduced