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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	DG DigitalBridge Group Boca Raton, Florida	$186M	+$49M	5	14.84%	Increased
327	DnB Asset Management Oslo, Norway	$183M	+$7.33M	13	0.68%	Increased
328	Scharf Investments Los Gatos, California	$182M	-$12.9M	2	4.57%	Reduced
329	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$181M	+$10.6M	10	1.47%	Increased
330	WI Wafra Inc New York	$181M	$0	1	95.61%	Maintained
331	Mizuho Markets Americas New York	$179M	-$81.2M	4	3.36%	Reduced
332	W.H. Reaves & Co Jersey City, New Jersey	$179M	-$42.8M	6	3.18%	Reduced
333	Nvidia Corp Santa Clara, California	$177M	$0	1	4.61%	Maintained
334	Fenimore Asset Management Cobleskill, New York	$177M	-$1.17M	1	3.54%	Reduced
335	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$177M	+$75.6M	1	5.33%	Increased
336	Railway Pension Investments London, United Kingdom	$175M	+$32.3M	2	2.37%	Increased
337	Soroban Capital Partners New York	$175M	-$246M	1	1.32%	Reduced
338	1WCM 12 West Capital Management New York	$175M	-$12.1M	1	18.15%	Reduced
339	PineBridge Investments New York	$175M	+$18.6M	10	1.3%	Increased
340	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$174M	-$16.9M	11	0.7%	Reduced
341	Verition Fund Management Greenwich, Connecticut	$171M	+$5.8M	29	0.71%	Increased
342	ABN AMRO Bank Amsterdam, Netherlands	$171M	+$2.82M	2	1.68%	Increased
343	Locust Wood Capital Advisers New York	$170M	-$30.2M	2	4.24%	Reduced
344	Groupe la Francaise Paris, France	$169M	+$12.3M	13	2.28%	Increased
345	Starboard Value New York	$168M	+$57.4M	1	3.16%	Increased
346	O'Shaughnessy Asset Management Stamford, Connecticut	$167M	+$11.7M	26	0.98%	Increased
347	Mercer Global Advisors Denver, Colorado	$166M	+$30.1M	23	0.28%	Increased
348	GAMCO Investors Greenwich, Connecticut	$165M	-$26.1M	8	1.6%	Reduced
349	UniSuper Management Melbourne, Victoria, Australia	$165M	+$12.5M	9	1.01%	Increased
350	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$164M	+$11.4M	31	1.32%	Increased