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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	Horizon Kinetics Asset Management New York	$105M	+$2.84M	4	2.19%	Increased
277	VI Versor Investments New York	$104M	+$97.4M	7	3.99%	Increased
278	Guardian Capital (Canada) Toronto, Ontario, Canada	$104M	-$36.6M	2	3.17%	Reduced
279	William Blair & Company Chicago, Illinois	$102M	-$40.9M	12	0.45%	Reduced
280	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$102M	+$87.9M	3	2.13%	Increased
281	Capital International Inc Los Angeles, California	$101M	-$9.6M	3	1.4%	Reduced
282	Candriam SCA Strassen, Luxembourg, Luxembourg	$101M	+$4.68M	9	0.83%	Increased
283	Aristotle Capital Management Los Angeles, California	$101M	-$2.72M	2	0.21%	Reduced
284	Royce & Associates New York	$99.6M	+$2.67M	10	1.03%	Increased
285	Check Capital Management Costa Mesa, California	$99.2M	-$2.23M	1	4.96%	Reduced
286	SSM Sound Shore Management Greenwich, Connecticut	$98.9M	-$30.9M	1	3.62%	Reduced
287	Comerica Bank Dallas, Texas	$98.6M	-$763K	20	0.81%	Reduced
288	MetLife Investment Management Whippany, New Jersey	$98M	-$568K	23	0.76%	Reduced
289	Capital Advisors Inc Tulsa, Oklahoma	$97.8M	+$1.16M	3	2.93%	Increased
290	CET Clean Energy Transition London, United Kingdom	$97.5M	-$21.3M	2	18.87%	Reduced
291	Squarepoint New York	$97.1M	+$74.8M	25	0.54%	Increased
292	Susquehanna International Group Bala Cynwyd, Pennsylvania	$96.2M	-$111M	33	0.02%	Reduced
293	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$95.9M	$0	1	0.23%	Maintained
294	Copeland Capital Management Conshohocken, Pennsylvania	$95.4M	-$20.7M	5	3.02%	Reduced
295	Ceredex Value Advisors Orlando, Florida	$95.1M	-$159M	3	1.42%	Reduced
296	Rothschild & Co Asset Management US Stamford, Connecticut	$94.9M	-$3.07M	1	1.46%	Reduced
297	Capital Group Private Client Services Los Angeles, California	$94.6M	-$3.64M	3	1.22%	Reduced
298	Jane Street New York	$93M	+$7.51M	33	0.04%	Increased
299	Johnson Investment Counsel Cincinnati, Ohio	$93M	+$162K	8	1.32%	Increased
300	Menora Mivtachim Holdings Ramat Gan, Israel	$92.7M	-$46.4M	1	1.69%	Reduced