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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	Chilton Capital Management Houston, Texas	$110M	-$9.92M	9	5.55%	Reduced
327	Commonwealth Equity Services Waltham, Massachusetts	$109M	+$3.38M	22	0.25%	Increased
328	NIG NFJ Investment Group Dallas, Texas	$109M	-$46.8M	8	1.98%	Reduced
329	Jacobs Levy Equity Management Florham Park, New Jersey	$108M	+$7.59M	7	0.72%	Increased
330	MCI McDonald Capital Investors Orinda, California	$108M	-$2.12M	1	7.56%	Reduced
331	Yousif Capital Management Bloomfield Hills, Michigan	$107M	+$100M	19	1.11%	New
332	Point72 Asset Management Stamford, Connecticut	$107M	-$2.31M	10	0.43%	Reduced
333	MetLife Investment Management Whippany, New Jersey	$107M	-$1.45M	20	0.88%	Reduced
334	Marshall Wace London, United Kingdom	$106M	+$44.8M	15	0.2%	Increased
335	Douglas Lane & Associates New York	$106M	-$3.68M	3	1.41%	Reduced
336	State of Michigan Retirement System Lansing, Michigan	$106M	+$1.3M	10	0.56%	Increased
337	Avalon Investment & Advisory Houston, Texas	$106M	-$13.4M	5	2.6%	Reduced
338	Woodline Partners San Francisco, California	$105M	+$91M	6	1.5%	Increased
339	FAS Formuepleje A/S Aarhus C, Denmark	$105M	-$8.33M	3	3.99%	Reduced
340	Los Angeles Capital Management Los Angeles, California	$105M	+$20.5M	21	0.39%	Increased
341	Hardman Johnston Global Advisors Stamford, Connecticut	$103M	+$4.64M	3	2.77%	Increased
342	PR Payden & Rygel Los Angeles, California	$103M	+$42.2M	4	4.74%	Increased
343	Eventide Asset Management Boston, Massachusetts	$101M	+$8.21M	3	1.29%	Increased
344	IP Interval Partners New York	$100M	+$31.6M	4	4.28%	Increased
345	Assenagon Asset Management Senningerberg, Luxembourg	$99.8M	+$15.5M	15	0.29%	Increased
346	SAM Scopus Asset Management New York	$99.3M	+$37.1M	5	2.13%	Increased
347	Rafferty Asset Management New York	$98.2M	+$24.9M	11	0.52%	Increased
348	SRFM Shannon River Fund Management New York	$96.8M	+$736K	1	9.82%	Increased
349	TAM Third Avenue Management New York	$96.4M	-$7.38M	4	12.68%	Reduced
350	Fjarde Ap-fonden Stockholm, Sweden	$95.7M	-$7.34M	7	0.84%	Reduced