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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	ING Group Amsterdam, Netherlands	$38.1M	-$55.5M	6	0.19%	Reduced
352	Zurich Cantonal Bank Zurich, Switzerland	$37.9M	+$13.5M	18	0.53%	Increased
353	Numeric Investors Boston, Massachusetts	$37.9M	-$92.3K	7	0.47%	Reduced
354	FAM Foxhaven Asset Management Charlottesville, Virginia	$37.8M	+$5.15M	1	4.51%	Increased
355	Hillhouse Investment Management Grand Cayman, Cayman Islands	$37.6M	$0	1	0.69%	Maintained
356	PP PDT Partners New York	$37.5M	+$32M	10	0.93%	Increased
357	DL Delta Lloyd Amsterdam, Netherlands	$37.4M	-$834K	7	1.16%	Reduced
358	STB S&T Bank Indiana, Pennsylvania	$37.1M	+$651K	2	5.56%	Increased
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$36.9M	-$12.1M	12	0.27%	Reduced
360	Baird Milwaukee, Wisconsin	$36.9M	-$19.2M	6	0.38%	Reduced
361	SFM Systematic Financial Management Teaneck, New Jersey	$36.6M	-$781K	3	0.29%	Reduced
362	Saturna Capital Bellingham, Washington	$36.1M	+$281K	4	0.97%	Increased
363	Stockbridge Partners Boston, Massachusetts	$35.8M	-$51.8M	1	1.89%	Reduced
364	GC GW Capital Bellevue, Washington	$35.4M	+$161K	1	1.63%	Increased
365	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.3M	+$708K	1	1.18%	Increased
366	ARC Absolute Return Capital Boston, Massachusetts	$35M	+$11.3M	5	0.92%	Increased
367	Alyeska Investment Group Chicago, Illinois	$34.8M	+$8.89M	1	0.48%	Increased
368	Gateway Investment Advisers Cincinnati, Ohio	$34.8M	+$3M	5	0.29%	Increased
369	AIP ARS Investment Partners New York	$33.5M	+$1.78M	2	6.22%	Increased
370	Locust Wood Capital Advisers New York	$33.2M	+$3.12M	2	4.19%	Increased
371	CI Global Investments Oakland, California	$33.1M	+$5M	1	0.71%	Increased
372	HCM HMI Capital Management San Francisco, California	$33M	+$1.09M	1	16.9%	Increased
373	WCP Waterfront Capital Partners New York	$32.8M	+$22.1M	3	5.95%	Increased
374	Capital International Sarl Los Angeles, California	$32.7M	+$25.3M	3	2.38%	Increased
375	LSCM Light Street Capital Management Palo Alto, California	$32.7M	+$2.7M	1	5.12%	Increased