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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	ZP Zimmer Partners New York	$60.6M	+$43.4M	2	0.66%	Increased
327	Martingale Asset Management Boston, Massachusetts	$60.6M	-$885K	7	0.62%	Reduced
328	Huntington National Bank Columbus, Ohio	$60.4M	+$3.69M	18	0.97%	Increased
329	Gabelli Funds Rye, New York	$60.1M	+$8.74M	9	0.4%	Increased
330	Mutual of America Capital Management New York	$60.1M	+$2.71M	12	0.84%	Increased
331	Squarepoint New York	$59.8M	-$14.4M	16	0.53%	Reduced
332	DCM Dupont Capital Management Wilmington, Delaware	$59.7M	+$4.51M	14	1.37%	Increased
333	Swiss Life Asset Management Zurich,	$59M	+$3.89M	6	0.77%	Increased
334	SJIC St. James Investment Company Southlake, Texas	$58.8M	-$788K	1	5.41%	Reduced
335	SCS Syquant Capital SAS Paris, France	$58.2M	+$55.6M	1	15.93%	New
336	Creative Planning Overland Park, Kansas	$58M	+$220K	15	0.19%	Increased
337	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$58M	+$7.74M	14	0.7%	Increased
338	Mirae Asset Global Investments Seoul, South Korea	$57.9M	+$6.72M	12	0.4%	Increased
339	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$57.9M	+$16.7M	6	1.2%	Increased
340	TCM Tensile Capital Management Larkspur, California	$57.7M	-$15M	1	7.33%	Reduced
341	Rockefeller Capital Management New York	$57.3M	+$2.67M	14	0.78%	Increased
342	GHCM Glen Harbor Capital Management San Diego, California	$56.6M	+$1.45M	16	1.18%	Increased
343	M&T Bank Buffalo, New York	$56.6M	+$957K	14	0.28%	Increased
344	TPSF Texas Permanent School Fund Austin, Texas	$56.5M	-$1.08M	14	0.89%	Reduced
345	SAM Scopus Asset Management New York	$56.5M	-$12.9M	1	1.84%	Reduced
346	Avalon Investment & Advisory Houston, Texas	$56.5M	+$4.59M	4	1.25%	Increased
347	SG Americas Securities New York	$56.4M	-$2.29M	20	0.46%	Reduced
348	HCM Hahn Capital Management Walnut Creek, California	$56.2M	-$551K	2	7.47%	Reduced
349	ACB Aristotle Capital Boston Boston, Massachusetts	$55.2M	+$6.43M	2	1.62%	Increased
350	GIP General Industrial Partners London, United Kingdom	$54.7M	-$1.07M	1	27.1%	Reduced