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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	Public Employees Retirement Association of Colorado Denver, Colorado	$51.9M	-$209K	15	0.45%	Reduced
302	HRES Heitman Real Estate Securities Chicago, Illinois	$51.5M	-$13.6M	2	3.41%	Reduced
303	Jericho Capital Asset Management New York	$51.4M	-$20.1M	1	3.22%	Reduced
304	CIP Champlain Investment Partners Burlington, Vermont	$51.4M	-$414K	1	0.89%	Reduced
305	Brown Advisory Baltimore, Maryland	$51.2M	+$20.1M	7	0.16%	Increased
306	M&T Bank Buffalo, New York	$50.9M	+$51.8M	13	0.33%	Increased
307	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$50.3M	-$40.7M	7	0.65%	Reduced
308	RIM Rainier Investment Management Seattle, Washington	$50.1M	-$43.8M	2	0.83%	Reduced
309	Kornitzer Capital Management Shawnee Mission, Kansas	$49.5M	-$2.22M	3	0.57%	Reduced
310	Moore Capital Management New York	$49.4M	+$18.1M	4	1.15%	Increased
311	CCMH Cornerstone Capital Management Holdings New York	$48.9M	+$5.28M	9	0.53%	Increased
312	Gabelli Funds Rye, New York	$48.8M	-$93.2K	7	0.25%	Reduced
313	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$48.6M	-$1.14M	2	1.79%	Reduced
314	Scotia Capital Toronto, Ontario, Canada	$48.2M	+$2.1M	3	1.03%	Increased
315	HHC Hutchin Hill Capital New York	$47.6M	+$47.1M	4	1.8%	Increased
316	BNP Paribas Financial Markets Paris, France	$47.5M	-$22.1M	18	0.04%	Reduced
317	Empyrean Capital Partners Los Angeles, California	$47.4M	+$48.4M	1	1.68%	New
318	Pzena Investment Management New York	$47.1M	-$3.54M	1	0.26%	Reduced
319	Teacher Retirement System of Texas Austin, Texas	$47.1M	+$2.68M	16	0.39%	Increased
320	Fred Alger Management New York	$46.3M	-$17.5M	3	0.23%	Reduced
321	Numeric Investors Boston, Massachusetts	$46.2M	-$11.4M	6	0.68%	Reduced
322	Nomura Asset Management Tokyo, Japan	$45.8M	+$534K	8	0.81%	Increased
323	MLICM Metropolitan Life Insurance Company (MetLife) New York	$45.8M	-$20.1M	15	0.33%	Reduced
324	Pinnacle Associates New York	$45.6M	+$3.94M	5	0.93%	Increased
325	State of Michigan Retirement System Lansing, Michigan	$44.6M	+$3.25M	5	0.31%	Increased