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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	Boston Financial Management Boston, Massachusetts	$77.7M	+$1.96M	4	4.18%	Increased
302	Locust Wood Capital Advisers New York	$77.7M	+$17.5M	3	4.82%	Increased
303	Weiss Multi-Strategy Advisers New York	$77.6M	-$36.5M	5	2.22%	Reduced
304	LSV Asset Management Chicago, Illinois	$76.4M	-$212M	6	0.16%	Reduced
305	Man Group London, United Kingdom	$76.2M	-$50.8M	12	0.38%	Reduced
306	MSL Mackay Shields LLC New York	$75.9M	+$771K	14	0.61%	Increased
307	KM Kylin Management New York	$75.7M	-$2.44M	1	24.86%	Reduced
308	Moore Capital Management New York	$75.6M	+$48.2M	2	2.03%	Increased
309	Stockbridge Partners Boston, Massachusetts	$75M	-$10.8M	1	2.35%	Reduced
310	Madison Asset Management Madison, Wisconsin	$74.1M	-$27.3M	3	1.3%	Reduced
311	Sachem Head Capital Management New York	$73.8M	$0	1	5.25%	Maintained
312	Swiss Life Asset Management Zurich,	$73.7M	-$7.65M	7	1.19%	Reduced
313	Alyeska Investment Group Chicago, Illinois	$73.5M	-$11.1M	3	1.11%	Reduced
314	Royce & Associates New York	$73.1M	-$8.02M	11	0.81%	Reduced
315	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$71.5M	-$2.1M	1	3.24%	Reduced
316	SIC Schwartz Investment Counsel Plymouth, Michigan	$71.2M	-$21.5M	4	3.86%	Reduced
317	TCG Tremblant Capital Group West Palm Beach, Florida	$70.9M	-$1.34M	1	2.99%	Reduced
318	United Capital Financial Advisors Irving, Texas	$69.6M	+$3.58M	8	0.51%	Increased
319	William Blair & Company Chicago, Illinois	$69.1M	+$1.1M	11	0.33%	Increased
320	MLICM Metropolitan Life Insurance Company (MetLife) New York	$69.1M	+$5.99M	21	1.23%	Increased
321	DCM Dupont Capital Management Wilmington, Delaware	$68.7M	-$5.03M	14	1.51%	Reduced
322	Creative Planning Overland Park, Kansas	$68.5M	-$551K	14	0.2%	Reduced
323	EC EMS Capital New York	$68.3M	-$359K	1	5.57%	Reduced
324	TPSF Texas Permanent School Fund Austin, Texas	$66.9M	-$2.4M	14	1.06%	Reduced
325	HighTower Advisors Chicago, Illinois	$66.4M	-$642K	12	0.36%	Reduced