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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
Scout Investments
Scout Investments
Missouri
$81.3M +$44.6M 3 1.65% Increased
327
WHCM
Wolf Hill Capital Management
Connecticut
$81.3M +$85.1M 1 8.16% New
328
Cerity Partners
Cerity Partners
New York
$81.1M +$1.5M 14 0.19% Increased
329
Sessa Capital
Sessa Capital
New York
$80.5M +$23M 1 3.06% Increased
330
Första AP-fonden
Första AP-fonden
Sweden
$79.8M -$8.99M 7 0.94% Reduced
331
Madison Asset Management
Madison Asset Management
Wisconsin
$79.5M -$1.57M 3 1.21% Reduced
332
Calamos Advisors
Calamos Advisors
Illinois
$78.9M -$7.73M 10 0.39% Reduced
333
PointState Capital
PointState Capital
New York
$78.9M $0 1 2.67% Maintained
334
GAMCO Investors
GAMCO Investors
Connecticut
$78.9M -$5.26M 6 0.85% Reduced
335
Jefferies Financial Group
Jefferies Financial Group
New York
$78.7M +$11M 13 0.64% Increased
336
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$78.4M +$7.35M 22 0.11% Increased
337
TAM
Thematics Asset Management
France
$77.3M -$3.23M 3 4.21% Reduced
338
Cincinnati Insurance
Cincinnati Insurance
Ohio
$77M $0 2 1.54% Maintained
339
Douglas Lane & Associates
Douglas Lane & Associates
New York
$76.7M -$1.77M 3 1.28% Reduced
340
Natixis
Natixis
France
$76.6M -$12.6M 9 0.69% Reduced
341
Intact Investment Management
Intact Investment Management
Quebec, Canada
$76.5M +$69.7M 3 3.15% Increased
342
MC
MIG Capital
California
$76.3M +$3.61M 2 13.2% Increased
343
Heard Capital LLC
Heard Capital LLC
Illinois
$76M -$986K 2 6.26% Reduced
344
Carlyle Group
Carlyle Group
District of Columbia
$76M +$6.25M 1 2.27% Increased
345
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$76M +$10.8M 4 2.08% Increased
346
TCW Group
TCW Group
California
$76M +$5.97M 7 0.97% Increased
347
Boston Financial Management
Boston Financial Management
Massachusetts
$75.8M -$2.29M 6 2.96% Reduced
348
KeyBank National Association
KeyBank National Association
Ohio
$75.7M -$732K 12 0.36% Reduced
349
PS
Presima Securities
Quebec, Canada
$75.2M +$4.7M 2 21.32% Increased
350
Mutual of America Capital Management
Mutual of America Capital Management
New York
$74.7M -$3.38M 13 0.89% Reduced
12 13
14
15 16