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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	BC Brahman Capital New York	$92.9M	+$19.6M	1	8.22%	Increased
327	Homestead Advisers Arlington, Virginia	$92.8M	-$1.5M	4	2.27%	Reduced
328	Jacobs Levy Equity Management Florham Park, New Jersey	$92.1M	-$3.99M	6	0.62%	Reduced
329	Chilton Capital Management Houston, Texas	$92.1M	-$7.51M	3	4.82%	Reduced
330	Zacks Investment Management Chicago, Illinois	$91.9M	+$4.38M	3	1.27%	Increased
331	Jennison Associates New York	$91.8M	+$24.1M	3	0.07%	Increased
332	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$91.4M	+$86.7M	4	4.4%	Increased
333	Carmignac Gestion Paris, France	$90.9M	-$59.1M	3	1.47%	Reduced
334	Amalgamated Financial New York	$90.4M	+$87.4M	20	0.72%	New
335	Douglas Lane & Associates New York	$89M	-$4.06M	3	1.26%	Reduced
336	Schonfeld Strategic Advisors New York	$88.8M	+$33.3M	21	0.8%	Increased
337	Frontier Capital Management Boston, Massachusetts	$88.2M	+$10.5M	5	0.8%	Increased
338	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$88M	+$5.36M	1	3.22%	Increased
339	Mariner Overland Park, Kansas	$87.3M	-$17.2M	12	0.33%	Reduced
340	CC Cannell & Co New York	$87.2M	+$14.2M	2	2.62%	Increased
341	TAM Third Avenue Management New York	$86.6M	-$4.03M	4	11.8%	Reduced
342	Cincinnati Insurance Fairfield, Ohio	$85M	$0	2	1.63%	Maintained
343	Assenagon Asset Management Senningerberg, Luxembourg	$84.8M	-$9.1M	13	0.24%	Reduced
344	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$84.3M	-$1.64M	1	10.6%	Reduced
345	KeyBank National Association Cleveland, Ohio	$82.4M	-$1.89M	12	0.35%	Reduced
346	Boston Financial Management Boston, Massachusetts	$82M	-$950K	5	3.11%	Reduced
347	Credit Agricole Montrouge Cedex, France	$81.9M	+$3.29M	8	1.44%	Increased
348	Första AP-fonden Stockholm, Sweden	$81.8M	-$1.81M	7	0.93%	Reduced
349	FAS Formuepleje A/S Aarhus C, Denmark	$80.8M	-$5.03M	3	3.51%	Reduced
350	Swiss Life Asset Management Zurich,	$79.7M	-$6.64M	9	1.12%	Reduced