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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
326	TCM Thames Capital Management Roseland, New Jersey	$281M	+$83.3M	13	23.14%	Increased
327	Fjarde Ap-fonden Stockholm, Sweden	$281M	-$6.76M	12	1.34%	Reduced
328	Tudor Investment Corp Stamford, Connecticut	$279M	+$115M	21	0.39%	Increased
329	Starboard Value New York	$277M	-$122M	1	6.12%	Reduced
330	BGM Burkehill Global Management New York	$276M	-$16M	7	9.98%	Reduced
331	Johnson Investment Counsel Cincinnati, Ohio	$275M	-$18.9M	12	2.01%	Reduced
332	Haverford Trust Company Radnor, Pennsylvania	$274M	+$12.3M	6	2.37%	Increased
333	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$273M	-$8.78M	12	1.89%	Reduced
334	M&T Bank Buffalo, New York	$272M	+$329K	26	0.8%	Increased
335	Aspex Management (HK) Central, Hong Kong	$271M	+$244M	1	3.05%	New
336	Employees Retirement System of Texas Austin, Texas	$270M	-$9.37M	6	2.14%	Reduced
337	Cincinnati Financial Corp Fairfield, Ohio	$269M	$0	2	5.14%	Maintained
338	Beutel, Goodman & Co Toronto, Ontario, Canada	$267M	+$98.6M	2	1.97%	Increased
339	W.H. Reaves & Co Jersey City, New Jersey	$267M	+$15.5M	6	4.05%	Increased
340	Arax Advisory Partners Denver, Colorado	$267M	+$231M	46	1.77%	Increased
341	Quadrature Capital London, United Kingdom	$266M	+$256M	22	2.28%	Increased
342	State of Alaska Department of Revenue Juneau, Alaska	$266M	-$1.63M	20	2.64%	Reduced
343	Nissay Asset Management Tokyo, Japan	$265M	+$49.9M	12	1.12%	Increased
344	PGGM Investments Zeist, Netherlands	$265M	-$619M	4	6.52%	Reduced
345	Defiance ETFs New York	$265M	-$569M	23	3.59%	Reduced
346	BWC Blue Whale Capital London, United Kingdom	$265M	+$111M	2	8.39%	Increased
347	OMC Oasis Management Company Grand Cayman, Cayman Islands	$264M	-$67.2M	5	14.06%	Reduced
348	SCA Southpoint Capital Advisors New York	$261M	$0	1	5.93%	Maintained
349	Epoch Investment Partners New York	$259M	-$90.8M	3	1.47%	Reduced
350	HA Harbor Advisors West Palm Beach, Florida	$259M	+$1.08M	6	32.53%	Increased