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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	NN Investment Partners Holdings The Hague, Netherlands	$75.5M	-$2.51M	7	0.59%	Reduced
277	SAM Scopus Asset Management New York	$75.2M	+$43.1M	2	2.2%	Increased
278	Arizona State Retirement System Phoenix, Arizona	$74.8M	-$1.62M	14	0.89%	Reduced
279	Moore Capital Management New York	$74.8M	+$26.3M	4	2.31%	Increased
280	Railway Pension Investments London, United Kingdom	$74.7M	+$17.4M	3	1.05%	Increased
281	Pinnacle Associates New York	$74.5M	-$1.95M	7	1.68%	Reduced
282	Gotham Asset Management New York	$74.3M	+$5.07M	11	1.09%	Increased
283	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$74M	-$7.65M	1	4.39%	Reduced
284	Kornitzer Capital Management Shawnee Mission, Kansas	$73.8M	-$74.2K	7	1.33%	Reduced
285	Conestoga Capital Advisors Wayne, Pennsylvania	$73.6M	-$2.15M	1	2.05%	Reduced
286	Nisa Investment Advisors St. Louis, Missouri	$73.5M	+$8.05M	16	0.72%	Increased
287	SG Americas Securities New York	$73.1M	-$15M	17	0.67%	Reduced
288	Miller Howard Investments Kingston, New York	$72.9M	-$31.8M	1	2.01%	Reduced
289	Royal London Asset Management United Kingdom	$72M	-$2.99M	8	0.57%	Reduced
290	TCM Tensile Capital Management Larkspur, California	$71.1M	-$2.14M	2	9.96%	Reduced
291	MCI McDonald Capital Investors Orinda, California	$70.8M	-$2.92M	1	5.88%	Reduced
292	NSCM New South Capital Management Memphis, Tennessee	$70.4M	+$1.59M	1	2.04%	Increased
293	Horizon Kinetics Asset Management New York	$70.3M	+$65.8M	2	1.96%	New
294	MUFG Securities EMEA London, United Kingdom	$70.2M	-$1.4M	7	0.81%	Reduced
295	Weiss Multi-Strategy Advisers New York	$70M	+$60.8M	4	1.75%	Increased
296	AGF Investments Inc Toronto, Ontario, Canada	$69.9M	-$552K	5	0.78%	Reduced
297	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$69.3M	+$10.1M	1	5.68%	Increased
298	Beck Mack & Oliver New York	$67.5M	-$8.52M	3	2.42%	Reduced
299	CA Cortland Advisers Wilmington, Delaware	$66.3M	$0	1	2.84%	Maintained
300	EdgePoint Investment Group Toronto, Ontario, Canada	$65.5M	+$8M	1	0.72%	Increased