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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	Los Angeles Capital Management Los Angeles, California	$95.5M	+$9.85M	16	0.41%	Increased
302	SM Senvest Management New York	$94.3M	+$23.5M	1	3.68%	Increased
303	AG Artal Group Luxembourg	$93.6M	$0	1	2.01%	Maintained
304	Addenda Capital Montreal, Quebec, Canada	$92.9M	-$2.7M	1	5.85%	Reduced
305	Temasek Holdings Singapore	$92.5M	$0	1	0.4%	Maintained
306	SIC Schwartz Investment Counsel Plymouth, Michigan	$91.9M	+$14.6M	4	4.17%	Increased
307	EC Eminence Capital New York	$91.2M	-$32M	1	0.85%	Reduced
308	Montrusco Bolton Investments Montreal, Quebec, Canada	$90.9M	+$27.4M	2	4%	Increased
309	Arizona State Retirement System Phoenix, Arizona	$90.3M	-$3.92M	19	0.82%	Reduced
310	Capital International Inc Los Angeles, California	$90.2M	+$493K	2	0.84%	Increased
311	Menora Mivtachim Holdings Ramat Gan, Israel	$90M	$0	1	1.57%	Maintained
312	Candriam SCA Strassen, Luxembourg, Luxembourg	$89.1M	+$26.2M	7	0.7%	Increased
313	MetLife Investment Management Whippany, New Jersey	$88.1M	-$3.28M	19	0.83%	Reduced
314	ESCM Echo Street Capital Management New York	$87.5M	+$53.5M	4	0.88%	Increased
315	Hardman Johnston Global Advisors Stamford, Connecticut	$87.5M	+$17.4M	3	2.54%	Increased
316	Carillon Tower Advisers St. Petersburg, Florida	$86.9M	+$14.3M	4	0.53%	Increased
317	Avalon Investment & Advisory Houston, Texas	$86.6M	-$1.29M	5	1.76%	Reduced
318	KM Kylin Management New York	$86.3M	-$11.8M	1	24.71%	Reduced
319	Homestead Advisers Arlington, Virginia	$85.6M	+$19.6M	4	2.12%	Increased
320	Chilton Capital Management Houston, Texas	$85.6M	+$2.75M	5	6.13%	Increased
321	William Blair & Company Chicago, Illinois	$85.4M	+$5.81M	10	0.31%	Increased
322	Rothschild & Co Asset Management US Stamford, Connecticut	$84.7M	+$31.4M	2	1.09%	Increased
323	SIG Senator Investment Group New York	$84.5M	+$8.37M	1	1.6%	Increased
324	Segall Bryant & Hamill Chicago, Illinois	$84.2M	-$2.42M	9	0.94%	Reduced
325	SRFM Shannon River Fund Management New York	$83.6M	+$6.65M	1	7.85%	Increased