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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
351	SAM Securian Asset Management St Paul, Minnesota	$38.3M	+$2.62M	6	1.3%	Increased
352	TCG Tremblant Capital Group West Palm Beach, Florida	$38.1M	+$21.5M	1	1.36%	Increased
353	MVP Miller Value Partners Sarasota, Florida	$37.9M	+$38.7M	1	1.52%	New
354	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$37.9M	-$7.58M	5	1.24%	Reduced
355	GMIM General Motors Investment Management New York	$37.9M	+$1.13M	7	3.12%	Increased
356	Samlyn Capital New York	$37.9M	+$38.7M	1	0.78%	New
357	SCM SKBA Capital Management San Francisco, California	$37.6M	+$9.11M	2	3.12%	Increased
358	PIMC Praesidium Investment Management Company New York	$37.5M	+$2.34M	1	3.42%	Increased
359	CA Claar Advisors New York	$37.3M	+$12M	2	13.58%	Increased
360	YCMGA York Capital Management Global Advisors New York	$37.2M	+$28.6M	1	0.38%	Increased
361	Capital Fund Management (CFM) Paris, France	$37.2M	+$36.6M	3	0.42%	Increased
362	Conestoga Capital Advisors Wayne, Pennsylvania	$37.2M	+$137K	1	2.71%	Increased
363	Zacks Investment Management Chicago, Illinois	$37.1M	+$10.6M	5	1.29%	Increased
364	Private Management Group Irvine, California	$36.4M	+$22.3M	2	2.33%	Increased
365	Coatue Management New York	$36M	+$16.6M	1	0.37%	Increased
366	Tiger Global Management New York	$36M	+$52.6M	1	0.48%	New
367	CCM Century Capital Management Boston, Massachusetts	$35.9M	+$7.15M	3	2.12%	Increased
368	Ferguson Wellman Capital Management Portland, Oregon	$35.7M	+$16.7K	3	1.52%	Increased
369	Granahan Investment Management Waltham, Massachusetts	$35.4M	+$5.44M	3	1.09%	Increased
370	Allstate Corporation Northbrook, Illinois	$34.9M	-$21.3M	3	1.59%	Reduced
371	Capital International Sarl Los Angeles, California	$34.5M	-$2.67M	2	2.05%	Reduced
372	Arizona State Retirement System Phoenix, Arizona	$34.3M	-$465K	10	0.43%	Reduced
373	T TOBAM Paris, France	$33.9M	-$10.8M	2	0.96%	Reduced
374	Bahl & Gaynor Cincinnati, Ohio	$33.8M	-$1.5M	1	0.5%	Reduced
375	1919 Investment Counsel Baltimore, Maryland	$33.7M	+$502K	4	0.69%	Increased