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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	Aristotle Capital Management Los Angeles, California	$131M	+$6.57M	2	0.24%	Increased
277	Horizon Kinetics Asset Management New York	$130M	+$10.3M	4	2.62%	Increased
278	Silvercrest Asset Management New York	$130M	+$10.2M	6	0.84%	Increased
279	Check Capital Management Costa Mesa, California	$129M	-$2.6M	1	5.02%	Reduced
280	SIC Schwartz Investment Counsel Plymouth, Michigan	$128M	+$23.3K	3	5.4%	Increased
281	Bridgewater Associates Westport, Connecticut	$125M	+$90.8M	12	0.5%	Increased
282	TCW Group Los Angeles, California	$124M	-$69.1M	7	1.18%	Reduced
283	Conestoga Capital Advisors Wayne, Pennsylvania	$124M	+$1.39M	1	1.87%	Increased
284	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$123M	-$336M	14	0.43%	Reduced
285	Marshall Wace London, United Kingdom	$122M	+$21.1M	15	0.23%	Increased
286	River Road Asset Management Louisville, Kentucky	$122M	+$1.32M	1	1.34%	Increased
287	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$121M	+$9.06M	4	7.13%	Increased
288	MetLife Investment Management Whippany, New Jersey	$120M	+$22.8M	22	0.78%	Increased
289	Candriam SCA Strassen, Luxembourg, Luxembourg	$120M	+$13.4M	9	0.82%	Increased
290	Copeland Capital Management Conshohocken, Pennsylvania	$117M	+$725K	5	3.24%	Increased
291	Glenmede Trust Philadelphia, Pennsylvania	$117M	-$5.7M	14	0.58%	Reduced
292	Montrusco Bolton Investments Montreal, Quebec, Canada	$116M	-$2.28M	2	2.67%	Reduced
293	Jane Street New York	$116M	-$2.29M	32	0.04%	Reduced
294	Eventide Asset Management Boston, Massachusetts	$115M	+$17M	3	1.8%	Increased
295	Comerica Bank Dallas, Texas	$115M	-$5.36M	20	0.83%	Reduced
296	Baillie Gifford & Co Edinburgh, United Kingdom	$114M	+$21.4M	3	0.08%	Increased
297	Rafferty Asset Management New York	$113M	+$15.1M	7	0.67%	Increased
298	Los Angeles Capital Management Los Angeles, California	$111M	+$14.3M	19	0.43%	Increased
299	Capital Group Private Client Services Los Angeles, California	$110M	-$1.09M	3	1.21%	Reduced
300	Royce & Associates New York	$110M	-$18.5M	9	0.94%	Reduced