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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	M&T Bank Buffalo, New York	$65.5M	-$4.39M	13	0.38%	Reduced
277	ArrowMark Colorado Holdings Denver, Colorado	$65.5M	+$14.8M	2	0.69%	Increased
278	SFM Systematic Financial Management Teaneck, New Jersey	$64.9M	+$2.98M	5	1.99%	Increased
279	NN Investment Partners Holdings The Hague, Netherlands	$64.5M	-$630K	7	0.55%	Reduced
280	CC Carlson Capital Dallas, Texas	$63.8M	+$25.4M	4	0.99%	Increased
281	Arizona State Retirement System Phoenix, Arizona	$63.7M	-$9.02M	14	0.82%	Reduced
282	SCH Sylebra Capital (HK) Hong Kong	$62.1M	+$14.6M	2	4.76%	Increased
283	Kornitzer Capital Management Shawnee Mission, Kansas	$62.1M	+$151K	5	1.24%	Increased
284	Royal London Asset Management United Kingdom	$61.9M	+$16.9M	8	0.54%	Increased
285	CBT Capital Bank & Trust Irvine, California	$61.7M	-$3.57M	9	0.9%	Reduced
286	Douglas Lane & Associates New York	$61.5M	+$1.69M	3	1.45%	Increased
287	MCI McDonald Capital Investors Orinda, California	$60.7M	-$243K	1	5.69%	Reduced
288	Beck Mack & Oliver New York	$60.5M	-$2.42M	3	2.43%	Reduced
289	MUFG Securities EMEA London, United Kingdom	$60M	-$2.7M	5	0.61%	Reduced
290	Horizon Kinetics New York	$59.8M	-$4.22M	2	1.95%	Reduced
291	TCM Tensile Capital Management Larkspur, California	$59.2M	-$4.35M	2	8.81%	Reduced
292	AIM Allen Investment Management New York	$59M	-$1.25M	3	2.38%	Reduced
293	Vaughan Nelson Investment Management Houston, Texas	$58.9M	+$3.96M	2	0.84%	Increased
294	Conestoga Capital Advisors Wayne, Pennsylvania	$57.8M	-$21M	1	1.84%	Reduced
295	Artemis Investment Management Edinburgh, United Kingdom	$57.8M	+$32.4M	2	0.75%	Increased
296	AGF Investments Inc Toronto, Ontario, Canada	$57.8M	-$6.3M	5	0.69%	Reduced
297	YCMGA York Capital Management Global Advisors New York	$57.2M	-$4.87M	1	3.47%	Reduced
298	BNP Paribas Financial Markets Paris, France	$56.9M	-$38.2M	26	0.13%	Reduced
299	NSCM New South Capital Management Memphis, Tennessee	$56.5M	-$3.66M	1	1.81%	Reduced
300	Gotham Asset Management New York	$56.3M	+$24.2M	8	0.87%	Increased