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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	Liontrust Investment Partners London, United Kingdom	$83.4M	+$86.5M	2	1.68%	New
327	HighTower Advisors Chicago, Illinois	$82.7M	+$3.91M	19	0.34%	Increased
328	Frontier Capital Management Boston, Massachusetts	$82.3M	-$70.6M	4	0.61%	Reduced
329	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$82.2M	+$10.3M	3	0.72%	Increased
330	Jane Street New York	$81M	+$21.5M	27	0.04%	Increased
331	TPSF Texas Permanent School Fund Austin, Texas	$80.2M	-$7.47M	14	1.01%	Reduced
332	TAM Third Avenue Management New York	$79.8M	-$15.5M	4	11.2%	Reduced
333	Barings Charlotte, North Carolina	$79.7M	-$11.3M	5	2.04%	Reduced
334	MCI McDonald Capital Investors Orinda, California	$79.6M	-$1.69M	1	6.62%	Reduced
335	Ceredex Value Advisors Orlando, Florida	$79.6M	-$5.87M	3	1.01%	Reduced
336	Moore Capital Management New York	$78.6M	+$1.58M	5	0.86%	Increased
337	Artemis Investment Management Edinburgh, United Kingdom	$78.4M	+$12.9M	3	0.82%	Increased
338	ACB Aristotle Capital Boston Boston, Massachusetts	$78M	-$10.9M	1	1.85%	Reduced
339	Fjarde Ap-fonden Stockholm, Sweden	$77.4M	+$9.6M	7	0.73%	Increased
340	Marshall Wace North America New York	$77.3M	-$8.83M	10	0.35%	Reduced
341	State of Michigan Retirement System Lansing, Michigan	$77M	-$1.07M	10	0.53%	Reduced
342	LPU Lansdowne Partners (UK) London, United Kingdom	$76.8M	-$6.56M	1	2.49%	Reduced
343	Bowen Hanes & Co Ponte Vedra Beach, Florida	$76.1M	+$3.02M	5	2.53%	Increased
344	CMG Cavalry Management Group San Francisco, California	$75.7M	+$66.2M	1	5.93%	New
345	MLICM Metropolitan Life Insurance Company (MetLife) New York	$73.8M	-$1.34M	21	1.1%	Reduced
346	Kornitzer Capital Management Shawnee Mission, Kansas	$73.6M	-$6.19M	5	1.25%	Reduced
347	Hudson Bay Capital Management Stamford, Connecticut	$73.3M	+$23.9M	7	0.79%	Increased
348	Polar Capital Holdings London, United Kingdom	$73M	+$63.4M	2	0.44%	New
349	Swiss Life Asset Management Zurich,	$72.7M	-$12.6M	6	1.06%	Reduced
350	WCP Waterfront Capital Partners New York	$72.3M	+$49.3M	3	7.08%	Increased