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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	FAS Formuepleje A/S Aarhus C, Denmark	$97.5M	+$36.6M	3	3.71%	Increased
302	BTP Bloom Tree Partners New York	$96M	-$8.64M	1	7.86%	Reduced
303	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$95.8M	+$27M	17	0.2%	Increased
304	Moore Capital Management New York	$94.9M	+$18.8M	5	1.2%	Increased
305	Arizona State Retirement System Phoenix, Arizona	$94.6M	-$764K	19	0.83%	Reduced
306	Douglas Lane & Associates New York	$94.2M	-$265K	3	1.46%	Reduced
307	Hardman Johnston Global Advisors Stamford, Connecticut	$93.9M	-$2.79M	3	2.67%	Reduced
308	Avalon Investment & Advisory Houston, Texas	$93.7M	+$2.19M	6	2.15%	Increased
309	Balyasny Asset Management Chicago, Illinois	$93.6M	-$36.4M	11	0.46%	Reduced
310	HighTower Advisors Chicago, Illinois	$92.2M	+$3.54M	20	0.29%	Increased
311	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$92.1M	+$3.68M	3	0.82%	Increased
312	SIG Senator Investment Group New York	$91.9M	+$1.41M	1	1.89%	Increased
313	Homestead Advisers Arlington, Virginia	$90.8M	-$3.93M	4	2.17%	Reduced
314	Chilton Capital Management Houston, Texas	$87.5M	-$221K	4	5.82%	Reduced
315	MetLife Investment Management Whippany, New Jersey	$86.9M	-$6.66M	20	0.8%	Reduced
316	Rothschild & Co Asset Management US Stamford, Connecticut	$86.3M	-$3.55M	1	1.06%	Reduced
317	Artemis Investment Management Edinburgh, United Kingdom	$86M	+$5.55M	3	0.82%	Increased
318	Prudential plc London, England, United Kingdom	$85.7M	-$50.4M	3	0.59%	Reduced
319	ECA Endeavour Capital Advisors Greenwich, Connecticut	$85.6M	+$5.44M	4	10.59%	Increased
320	Candriam SCA Strassen, Luxembourg, Luxembourg	$85.6M	-$1.33K	7	0.71%	Reduced
321	M&T Bank Buffalo, New York	$85.5M	+$10.3M	16	0.37%	Increased
322	MCI McDonald Capital Investors Orinda, California	$85.3M	-$525K	1	6.8%	Reduced
323	Ariel Investments Chicago, Illinois	$84.2M	+$77.3M	1	0.83%	New
324	Voloridge Investment Management Jupiter, Florida	$83.7M	+$15.8M	10	0.61%	Increased
325	Los Angeles Capital Management Los Angeles, California	$82.5M	-$19.2M	19	0.37%	Reduced