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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	Royce & Associates New York	$102M	-$511K	11	1.15%	Reduced
277	Candriam SCA Strassen, Luxembourg, Luxembourg	$101M	+$14.3M	8	0.71%	Increased
278	Handelsbanken Fonder Stockholm, Sweden	$99.8M	+$7.21M	18	0.67%	Increased
279	Madison Asset Management Madison, Wisconsin	$99.7M	-$205K	3	1.68%	Reduced
280	SIC Schwartz Investment Counsel Plymouth, Michigan	$99.6M	+$1.11M	4	5.12%	Increased
281	Capital Advisors Inc Tulsa, Oklahoma	$98.1M	+$4.21M	3	3.04%	Increased
282	EC Eminence Capital New York	$97M	-$12.7M	1	2.03%	Reduced
283	OMERS Administration Corp Toronto, Ontario, Canada	$96.6M	-$70.2M	3	1.61%	Reduced
284	SSM Sound Shore Management Greenwich, Connecticut	$95.3M	-$18.9M	1	3.85%	Reduced
285	WBC Westpac Banking Corp Sydney, Australia	$95.2M	-$60.3M	7	1.45%	Reduced
286	Johnson Investment Counsel Cincinnati, Ohio	$95.1M	+$2.31M	8	1.41%	Increased
287	CIBC World Markets New York	$94.7M	-$42.6M	7	1.32%	Reduced
288	Farallon Capital Management San Francisco, California	$93.1M	+$14.5M	2	0.51%	Increased
289	Comerica Bank Dallas, Texas	$92.9M	-$1.79M	18	0.78%	Reduced
290	Check Capital Management Costa Mesa, California	$92.6M	+$1.64M	1	4.93%	Increased
291	Horizon Kinetics Asset Management New York	$92.5M	-$4.47M	5	1.86%	Reduced
292	Westfield Capital Management Boston, Massachusetts	$92.1M	-$20.5M	2	0.73%	Reduced
293	Aristotle Capital Management Los Angeles, California	$91.3M	-$1.58M	2	0.2%	Reduced
294	Guardian Capital (Canada) Toronto, Ontario, Canada	$90.4M	-$4.92M	2	3.11%	Reduced
295	MetLife Investment Management Whippany, New Jersey	$89.5M	-$991K	22	0.75%	Reduced
296	Mariner Overland Park, Kansas	$89M	+$28M	21	0.36%	Increased
297	AAM Alpine Associates Management Palm Beach, Florida	$88.7M	-$2.99M	1	3.69%	Reduced
298	Amalgamated Bank New York	$88.7M	+$6.2M	27	0.86%	Increased
299	Waratah Capital Advisors Toronto, Ontario, Canada	$88.2M	+$34M	3	1.34%	Increased
300	MAMHA MY.Alpha Management HK Advisors Hong Kong	$86.1M	+$9.2M	3	24.97%	Increased