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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	JC Joho Capital New York	$48.3M	-$15.8M	1	7.72%	Reduced
302	Capital International Los Angeles, California	$47.3M	+$1.05M	2	2.96%	Increased
303	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.8M	+$43.7M	1	1.17%	New
304	Raymond James & Associates St Petersburg, Florida	$45.6M	-$202K	12	0.31%	Reduced
305	SAM Sandell Asset Management New York	$45.5M	+$4.57M	2	7.39%	Increased
306	Kornitzer Capital Management Shawnee Mission, Kansas	$45.2M	-$94.4K	3	0.48%	Reduced
307	ProShare Advisors Bethesda, Maryland	$45.1M	+$5.68M	17	0.56%	Increased
308	HCCM Herring Creek Capital Management Stamford, Connecticut	$44.9M	+$1.86M	2	9.88%	Increased
309	ACM Archer Capital Management New York	$44.7M	+$3.47M	1	5.36%	Increased
310	Johnson Investment Counsel Cincinnati, Ohio	$44.1M	-$5.29M	2	1.62%	Reduced
311	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$43.6M	+$10.2M	3	0.52%	Increased
312	Pinnacle Associates New York	$43M	+$1.03M	4	0.84%	Increased
313	Nomura Asset Management Tokyo, Japan	$42.8M	+$6.52M	8	0.78%	Increased
314	Capital International Sarl Los Angeles, California	$41M	-$465K	2	2.27%	Reduced
315	Allstate Corporation Northbrook, Illinois	$40.9M	+$8.42M	4	1.32%	Increased
316	Conestoga Capital Advisors Wayne, Pennsylvania	$40.7M	+$5.54M	1	2.58%	Increased
317	PIMC Praesidium Investment Management Company New York	$40.4M	-$3.72M	1	3.73%	Reduced
318	ICM Ionic Capital Management New York	$40.3M	+$2.61M	2	1.42%	Increased
319	KBC Group Brussels, Belgium	$40.2M	-$1.95M	13	0.63%	Reduced
320	Sentry Investments Toronto, Ontario, Canada	$39.9M	-$6.22M	2	0.57%	Reduced
321	Ferguson Wellman Capital Management Portland, Oregon	$39.9M	+$6.6M	3	1.78%	Increased
322	HA Heartland Advisors Milwaukee, Wisconsin	$39.5M	+$3.33M	2	0.69%	Increased
323	PS Presima Securities Montreal, Quebec, Canada	$39.3M	+$2.11M	1	7.64%	Increased
324	MSA Mason Street Advisors Milwaukee, Wisconsin	$39.3M	-$5.77M	12	0.32%	Reduced
325	AKRE Capital Management Middleburg, Virginia	$39.2M	-$1.84M	1	1.26%	Reduced