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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	Amalgamated Bank New York	$94.9M	+$69.3M	17	0.76%	Increased
327	LPAM Legion Partners Asset Management Los Angeles, California	$94.6M	+$412K	1	19.01%	Increased
328	Jacobs Levy Equity Management Florham Park, New Jersey	$93.9M	+$17.4M	5	0.64%	Increased
329	MetLife Investment Management Whippany, New Jersey	$93.7M	-$1.62M	20	0.82%	Reduced
330	Sands Capital Management Arlington, Virginia	$93.6M	+$7.98M	1	0.16%	Increased
331	M&T Bank Buffalo, New York	$93.3M	-$762K	17	0.41%	Reduced
332	Boston Financial Management Boston, Massachusetts	$92.6M	+$1.73M	5	3.74%	Increased
333	Johnson Investment Counsel Cincinnati, Ohio	$90.6M	+$1.84M	7	1.25%	Increased
334	United Capital Financial Advisors Irving, Texas	$89.9M	+$4.86M	8	0.45%	Increased
335	HS Hazelview Securities Toronto, Ontario, Canada	$89.5M	+$10.8M	2	11.85%	Increased
336	Fjarde Ap-fonden Stockholm, Sweden	$89.5M	-$466K	7	0.82%	Reduced
337	Balyasny Asset Management Chicago, Illinois	$89.5M	-$3.58M	12	0.42%	Reduced
338	ING Group Amsterdam, Netherlands	$89.4M	+$69.8M	8	1.42%	Increased
339	Westfield Capital Management Boston, Massachusetts	$88.9M	+$24.2M	2	0.53%	Increased
340	MC MIG Capital Newport Beach, California	$88.7M	+$18.5M	2	7.85%	Increased
341	IP Interval Partners New York	$88.4M	-$29.5M	4	3.65%	Reduced
342	GW&K Investment Management Boston, Massachusetts	$87.3M	+$30.3M	4	0.76%	Increased
343	Commonwealth Equity Services Waltham, Massachusetts	$86.9M	+$4.87M	19	0.22%	Increased
344	QI QV Investors Calgary, Alberta, Canada	$85.8M	+$79.9M	1	5.24%	New
345	State of Michigan Retirement System Lansing, Michigan	$85.5M	-$2.42M	10	0.5%	Reduced
346	SG Americas Securities New York	$85.5M	-$761K	22	0.4%	Reduced
347	SRFM Shannon River Fund Management New York	$84.1M	+$20.8M	1	6.09%	Increased
348	Voloridge Investment Management Jupiter, Florida	$83.1M	-$5.32M	11	0.58%	Reduced
349	TAM Third Avenue Management New York	$82.9M	-$4.05M	4	10.97%	Reduced
350	LPC Long Pond Capital New York	$82.7M	-$77.1M	2	2.87%	Reduced