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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	TPSF Texas Permanent School Fund Austin, Texas	$118M	+$597K	13	1.03%	Increased
302	SSM Sound Shore Management Greenwich, Connecticut	$118M	+$3.42M	1	4.09%	Increased
303	GCM Gladstone Capital Management London, United Kingdom	$116M	+$8.47M	2	13.61%	Increased
304	Calamos Advisors Naperville, Illinois	$116M	-$8.48M	13	0.56%	Reduced
305	Eventide Asset Management Boston, Massachusetts	$115M	-$10.7M	3	1.88%	Reduced
306	Gabelli Funds Rye, New York	$115M	-$15.3M	10	0.88%	Reduced
307	Degroof Petercam Asset Management Brussels, Belgium	$114M	+$103M	7	1.51%	New
308	Harding Loevner Bridgewater, New Jersey	$114M	-$1.55M	1	0.64%	Reduced
309	Border to Coast Pensions Partnership Leeds, United Kingdom	$114M	-$3.17M	2	2.77%	Reduced
310	BRIM Broad Run Investment Management Arlington, Virginia	$113M	-$12.6M	2	15.11%	Reduced
311	TCW Group Los Angeles, California	$113M	+$8.88M	7	1.26%	Increased
312	Cooperman Leon G	$113M	-$12.8M	1	5.37%	Reduced
313	Fiera Capital (Canada) Montreal, Quebec, Canada	$112M	-$83.2M	5	0.34%	Reduced
314	Commonwealth Equity Services Waltham, Massachusetts	$111M	-$306K	25	0.2%	Reduced
315	Cresset Asset Management Chicago, Illinois	$110M	-$3.72M	17	0.66%	Reduced
316	TAM Thematics Asset Management Paris, France	$108M	+$1.57M	3	4.76%	Increased
317	Ariel Investments Chicago, Illinois	$108M	-$15.8M	1	1.08%	Reduced
318	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$106M	-$696K	2	5.04%	Reduced
319	Kodai Capital Management Chicago, Illinois	$106M	+$99.8M	3	2.17%	New
320	Tidal Investments Milwaukee, Wisconsin	$106M	+$21.8M	19	2.47%	Increased
321	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$106M	+$10.2M	2	2.56%	Increased
322	Hardman Johnston Global Advisors Stamford, Connecticut	$106M	+$148K	3	3.4%	Increased
323	Trillium Asset Management Boston, Massachusetts	$106M	+$8.02M	3	2.87%	Increased
324	Aware Super Sydney, Australia	$105M	+$39.2M	6	1.41%	New
325	Heard Capital LLC Chicago, Illinois	$105M	-$3.35M	2	6.96%	Reduced