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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	Westwood Holdings Group Dallas, Texas	$75.2M	-$8.14M	7	0.82%	Reduced
277	BNP Paribas Asset Management Paris, France	$74.9M	-$12.5M	9	0.61%	Reduced
278	LPU Lansdowne Partners (UK) London, United Kingdom	$74.3M	+$60.4M	1	1.82%	Increased
279	CC Carlson Capital Dallas, Texas	$73.4M	+$44.5M	4	1.11%	Increased
280	Gotham Asset Management New York	$72.8M	-$5.48M	9	1.16%	Reduced
281	NIMC NWQ Investment Management Company Los Angeles, California	$72.7M	+$7.58M	5	1.64%	Increased
282	Thompson Siegel & Walmsley Richmond, Virginia	$72.5M	-$1.96M	7	1.05%	Reduced
283	SIC Schwartz Investment Counsel Plymouth, Michigan	$71.6M	+$13M	3	3.67%	Increased
284	Balyasny Asset Management Chicago, Illinois	$71.5M	-$38.1M	11	0.46%	Reduced
285	MCI McDonald Capital Investors Orinda, California	$71.5M	-$997K	1	5.82%	Reduced
286	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$71.3M	-$4.88M	1	4.27%	Reduced
287	NSCM New South Capital Management Memphis, Tennessee	$71.2M	-$866K	1	2.11%	Reduced
288	Squarepoint New York	$70.8M	+$17.8M	17	0.69%	Increased
289	Miller Howard Investments Kingston, New York	$70.4M	-$4.78M	1	2.07%	Reduced
290	Horizon Kinetics Asset Management New York	$69.7M	-$2.28M	2	1.93%	Reduced
291	LSCM Light Street Capital Management Palo Alto, California	$69.7M	+$20.1M	1	3.76%	Increased
292	Private Management Group Irvine, California	$69.2M	-$3.81M	2	3.55%	Reduced
293	SAM Scopus Asset Management New York	$68.6M	-$6.83M	3	1.96%	Reduced
294	Pinnacle Associates New York	$68.3M	-$12.5M	7	1.6%	Reduced
295	Janney Montgomery Scott Philadelphia, Pennsylvania	$67.9M	+$13.6M	13	0.52%	Increased
296	MetLife Investment Management Whippany, New Jersey	$67.7M	-$111M	17	0.72%	Reduced
297	EdgePoint Investment Group Toronto, Ontario, Canada	$67.3M	$0	1	0.67%	Maintained
298	MUFG Securities EMEA London, United Kingdom	$67.1M	-$4.72M	3	0.71%	Reduced
299	South Texas Money Management San Antonio, Texas	$67M	+$3.99M	3	2.86%	Increased
300	KM Kylin Management New York	$66.6M	+$5.98M	1	16.51%	Increased