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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	Alyeska Investment Group Chicago, Illinois	$91.9M	+$65.8M	5	1.05%	Increased
302	CC Cederberg Capital London, United Kingdom	$91.6M	-$27.4M	1	24.28%	Reduced
303	EC Eminence Capital New York	$91.4M	+$9.77M	1	1.82%	Increased
304	AAM Alpine Associates Management Palm Beach, Florida	$91.2M	+$87.9M	1	3.43%	New
305	Amalgamated Bank New York	$90.8M	+$662K	27	0.85%	Increased
306	Huntington National Bank Columbus, Ohio	$90.6M	-$32.6M	27	0.97%	Reduced
307	Cerity Partners New York	$90.1M	+$850K	13	1%	Increased
308	Arizona State Retirement System Phoenix, Arizona	$88.7M	+$463K	22	0.86%	Increased
309	Avalon Investment & Advisory Houston, Texas	$87.7M	+$2.34M	5	2.47%	Increased
310	ZP Zimmer Partners New York	$86.6M	+$33.5M	3	1.8%	Increased
311	Glenmede Trust Philadelphia, Pennsylvania	$86.3M	-$10.2M	14	0.51%	Reduced
312	Sachem Head Capital Management New York	$84.7M	$0	1	2.55%	Maintained
313	Loomis, Sayles & Company Boston, Massachusetts	$84.3M	-$1.31M	10	0.16%	Reduced
314	United Capital Financial Advisors Irving, Texas	$84.1M	+$1.61M	8	0.46%	Increased
315	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$83.9M	-$11M	24	0.14%	Reduced
316	MAMHA MY.Alpha Management HK Advisors Hong Kong	$83.3M	+$33M	3	21.98%	Increased
317	Qube Research & Technologies (QRT) London, United Kingdom	$82.3M	+$47.6M	15	0.61%	Increased
318	Davis Selected Advisers Tucson, Arizona	$81.7M	+$1.17M	4	0.52%	Increased
319	State of Michigan Retirement System Lansing, Michigan	$80.8M	+$5.01M	9	0.55%	Increased
320	Zacks Investment Management Chicago, Illinois	$80.2M	+$13.4M	4	1.22%	Increased
321	Homestead Advisers Arlington, Virginia	$80.2M	+$12.1K	4	2.27%	Increased
322	Wedge Capital Management Charlotte, North Carolina	$79.8M	+$108K	4	1.27%	Increased
323	Baillie Gifford & Co Edinburgh, United Kingdom	$79.5M	-$4.06M	3	0.08%	Reduced
324	Commonwealth Equity Services Waltham, Massachusetts	$79.4M	+$962K	20	0.21%	Increased
325	Krane Funds Advisors New York	$79.2M	+$16.3M	2	2.82%	Increased