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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	Aristotle Capital Management Los Angeles, California	$89.5M	+$889K	2	0.19%	Increased
327	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$89.5M	-$2.61M	13	0.74%	Reduced
328	Bowen Hanes & Co Ponte Vedra Beach, Florida	$87.8M	+$38.9M	4	2.95%	Increased
329	SIG Senator Investment Group New York	$87.3M	+$7.14M	4	4.9%	Increased
330	MAMHA MY.Alpha Management HK Advisors Hong Kong	$87.2M	$0	2	39.51%	Maintained
331	SI Standard Investments New York	$87.1M	-$15.7M	1	5.3%	Reduced
332	PS Presima Securities Montreal, Quebec, Canada	$87M	+$10.3M	3	22.56%	Increased
333	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$86.8M	+$889K	7	4.06%	Increased
334	IP Interval Partners New York	$86.7M	+$14.4M	1	2.61%	Increased
335	MC MIG Capital Newport Beach, California	$86.1M	+$11.6M	2	15.95%	Increased
336	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$85.8M	-$5.26M	2	4.47%	Reduced
337	SIC Schwartz Investment Counsel Plymouth, Michigan	$85.5M	+$553K	4	3.65%	Increased
338	Pzena Investment Management New York	$85.5M	+$194K	1	0.37%	Increased
339	Zurich Insurance Group Zurich, Switzerland	$85.1M	-$20.7M	2	0.9%	Reduced
340	Hardman Johnston Global Advisors Stamford, Connecticut	$84.6M	-$37.1M	3	2.84%	Reduced
341	Trillium Asset Management Boston, Massachusetts	$84.6M	-$4.22M	3	2.55%	Reduced
342	Yousif Capital Management Bloomfield Hills, Michigan	$84.5M	-$2.39M	17	1.07%	Reduced
343	Soroban Capital Partners New York	$84M	+$90.8M	1	1.24%	New
344	Guardian Capital (Canada) Toronto, Ontario, Canada	$83.3M	+$7.01M	2	3.1%	Increased
345	Första AP-fonden Stockholm, Sweden	$83.2M	-$739K	8	0.93%	Reduced
346	KeyBank National Association Cleveland, Ohio	$83.1M	-$1.93M	13	0.4%	Reduced
347	Chilton Capital Management Houston, Texas	$82.1M	-$7.78M	5	4.6%	Reduced
348	Fenimore Asset Management Cobleskill, New York	$81.8M	+$496K	2	2.13%	Increased
349	Davis Selected Advisers Tucson, Arizona	$81M	-$5.11M	4	0.51%	Reduced
350	TAM Timucuan Asset Management Jacksonville, Florida	$81M	-$272K	1	3.25%	Reduced