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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	$107M	-$16.1M	5	0.07%	Reduced
302	River Road Asset Management Louisville, Kentucky	$107M	+$1.73M	2	1.18%	Increased
303	Arizona State Retirement System Phoenix, Arizona	$105M	-$127K	21	0.86%	Reduced
304	Rothschild & Co Asset Management US Stamford, Connecticut	$104M	-$1.71M	1	1.29%	Reduced
305	Point72 Asset Management Stamford, Connecticut	$104M	+$8.68M	8	0.46%	Increased
306	Avalon Investment & Advisory Houston, Texas	$104M	-$5.49M	6	2.4%	Reduced
307	Douglas Lane & Associates New York	$103M	-$5.61M	3	1.47%	Reduced
308	FAS Formuepleje A/S Aarhus C, Denmark	$101M	+$2.57M	3	4.06%	Increased
309	Bowen Hanes & Co Ponte Vedra Beach, Florida	$101M	+$812K	5	3.09%	Increased
310	Johnson Investment Counsel Cincinnati, Ohio	$100M	+$6.71M	8	1.34%	Increased
311	Chilton Capital Management Houston, Texas	$99.8M	+$274K	4	5.6%	Increased
312	YCMGA York Capital Management Global Advisors New York	$99.7M	+$48.1M	1	10.52%	Increased
313	MCI McDonald Capital Investors Orinda, California	$97.4M	-$3.21M	1	7.55%	Reduced
314	USS Investment Management London, United Kingdom	$96.7M	-$204M	8	0.82%	Reduced
315	SM Senvest Management New York	$96.3M	-$39M	1	2.75%	Reduced
316	Aristotle Capital Management Los Angeles, California	$95.8M	-$14.2M	2	0.18%	Reduced
317	M&T Bank Buffalo, New York	$95.3M	+$715K	17	0.43%	Increased
318	Hardman Johnston Global Advisors Stamford, Connecticut	$93.5M	-$7.16M	3	2.52%	Reduced
319	Homestead Advisers Arlington, Virginia	$93.4M	+$656K	4	2.27%	Increased
320	SRFM Shannon River Fund Management New York	$92.7M	+$9.51M	1	6.54%	Increased
321	United Capital Financial Advisors Irving, Texas	$92.7M	+$2.04M	8	0.46%	Increased
322	Amalgamated Bank New York	$92.5M	-$4.09M	17	0.78%	Reduced
323	Sands Capital Management Arlington, Virginia	$92.1M	-$29.9K	1	0.15%	Reduced
324	MetLife Investment Management Whippany, New Jersey	$91.8M	-$2.42M	20	0.82%	Reduced
325	Thornburg Investment Management Santa Fe, New Mexico	$91.3M	-$43.6M	5	1.12%	Reduced