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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
301	Raymond James & Associates St Petersburg, Florida	$46M	+$1.93M	12	0.34%	Increased
302	MSA Mason Street Advisors Milwaukee, Wisconsin	$45.1M	+$11.2M	12	0.37%	Increased
303	Silvercrest Asset Management New York	$45M	+$3.9M	3	0.75%	Increased
304	Lyrical Asset Management New York	$44.7M	+$16.2M	1	2.86%	Increased
305	MCM Marcato Capital Management San Francisco, California	$44.5M	$0	1	1.98%	Maintained
306	AP Alydar Partners Boston, Massachusetts	$44.2M	+$16.9M	2	4.48%	Increased
307	Scotia Capital Toronto, Ontario, Canada	$44M	+$2.73M	4	1.05%	Increased
308	SCCM Schafer Cullen Capital Management New York	$43.7M	-$674K	1	0.43%	Reduced
309	Bahl & Gaynor Cincinnati, Ohio	$43.6M	-$15.6M	2	0.72%	Reduced
310	Foresters Investment Management New York	$43.6M	+$6.63M	3	0.94%	Increased
311	Pinnacle Associates New York	$43.1M	+$6.1M	4	0.84%	Increased
312	Kornitzer Capital Management Shawnee Mission, Kansas	$43.1M	+$30.6M	3	0.46%	Increased
313	Sentry Investments Toronto, Ontario, Canada	$43M	-$119K	3	0.72%	Reduced
314	Winton Capital Management London, United Kingdom	$42.8M	+$3.28M	2	0.38%	Increased
315	Capital International Sarl Los Angeles, California	$42.6M	-$1.47M	2	2.28%	Reduced
316	TI Turner Investments Berwyn, Pennsylvania	$42.3M	+$3.77M	5	0.75%	Increased
317	HCCM Herring Creek Capital Management Stamford, Connecticut	$42.1M	+$39.4M	2	9.68%	New
318	Conestoga Capital Advisors Wayne, Pennsylvania	$40.8M	+$5.24M	1	2.74%	Increased
319	KBC Group Brussels, Belgium	$40.6M	+$273K	12	0.61%	Increased
320	Putnam Investments Boston, Massachusetts	$40.4M	-$18.9M	7	0.1%	Reduced
321	SAM Sandell Asset Management New York	$40.3M	+$16.7M	2	8.1%	Increased
322	RIG Roosevelt Investment Group New York	$39.8M	+$7.46M	1	1.8%	Increased
323	FI Fosun International Hong Kong, China	$39.6M	+$32.3M	1	13.01%	New
324	ACM Archer Capital Management New York	$39.6M	+$7.34M	1	5.87%	Increased
325	AKRE Capital Management Middleburg, Virginia	$39.4M	+$16.6M	1	1.46%	Increased