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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	Jennison Associates New York	$113M	-$43.3M	4	0.07%	Reduced
302	Harding Loevner Bridgewater, New Jersey	$112M	+$112M	1	0.42%	Increased
303	William Blair & Company Chicago, Illinois	$110M	+$1.12M	11	0.38%	Increased
304	Douglas Lane & Associates New York	$109M	-$1.59M	3	1.54%	Reduced
305	WCP Waterfront Capital Partners New York	$109M	+$51.8M	4	8.2%	Increased
306	Conestoga Capital Advisors Wayne, Pennsylvania	$109M	-$1.86M	1	1.57%	Reduced
307	Avalon Investment & Advisory Houston, Texas	$107M	+$927K	7	2.37%	Increased
308	Point72 Asset Management Stamford, Connecticut	$106M	+$13.3M	6	0.47%	Increased
309	Bowen Hanes & Co Ponte Vedra Beach, Florida	$105M	+$2.02M	5	3.2%	Increased
310	CIBC World Markets New York	$105M	+$69.8M	8	0.73%	Increased
311	Aristotle Capital Management Los Angeles, California	$105M	+$29M	2	0.2%	Increased
312	Arizona State Retirement System Phoenix, Arizona	$104M	-$306K	21	0.85%	Reduced
313	SCM Spyglass Capital Management San Francisco, California	$103M	+$6.37M	1	2.3%	Increased
314	Alyeska Investment Group Chicago, Illinois	$103M	-$39.2M	2	1.19%	Reduced
315	Horizon Kinetics Asset Management New York	$102M	+$12.9M	2	2.07%	Increased
316	HighTower Advisors Chicago, Illinois	$102M	-$1.47M	21	0.29%	Reduced
317	Frontier Capital Management Boston, Massachusetts	$101M	+$13.4M	4	0.74%	Increased
318	Rothschild & Co Asset Management US Stamford, Connecticut	$101M	+$3.37M	1	1.19%	Increased
319	FAS Formuepleje A/S Aarhus C, Denmark	$100M	-$13M	3	3.88%	Reduced
320	Chilton Capital Management Houston, Texas	$97.9M	-$1.23M	4	5.63%	Reduced
321	Capital International Inc Los Angeles, California	$97.7M	+$3.23M	3	0.87%	Increased
322	Candriam SCA Strassen, Luxembourg, Luxembourg	$96.5M	-$4.1M	9	0.66%	Reduced
323	Two Sigma Advisers New York	$96.3M	-$21.9M	16	0.25%	Reduced
324	MCI McDonald Capital Investors Orinda, California	$95.9M	-$2.37M	1	7.2%	Reduced
325	Homestead Advisers Arlington, Virginia	$95.7M	-$1.18M	4	2.21%	Reduced