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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	CC Colrain Capital Boston, Massachusetts	$32.4M	-$6.21M	2	3.28%	Reduced
352	Artisan Partners Milwaukee, Wisconsin	$32.3M	-$477M	1	0.06%	Reduced
353	Viking Global Investors Stamford, Connecticut	$32.3M	-$176M	1	0.12%	Reduced
354	TEC Tiger Eye Capital Nashville, Tennessee	$32.1M	+$31M	1	3.33%	New
355	Baird Financial Group Milwaukee, Wisconsin	$32M	-$25.4M	5	0.32%	Reduced
356	HCCM Herring Creek Capital Management Stamford, Connecticut	$31.7M	-$3.77M	2	8.53%	Reduced
357	RIM Rainier Investment Management Seattle, Washington	$31.6M	+$25.6M	2	1.23%	Increased
358	Employees Provident Fund Board Shah Alam, Malaysia	$31.2M	-$2.34M	1	1.07%	Reduced
359	Johnson Investment Counsel Cincinnati, Ohio	$31M	-$13.7M	3	1.09%	Reduced
360	Putnam Investments Boston, Massachusetts	$30.9M	-$1.67M	10	0.07%	Reduced
361	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$30.6M	+$2.28M	3	0.32%	Increased
362	BCM Barometer Capital Management Toronto, Ontario, Canada	$30.5M	+$17.1M	2	2.95%	Increased
363	DekaBank Deutsche Girozentrale Frankfurt, Germany	$30.3M	+$673K	10	0.35%	Increased
364	HLC Hunt Lane Capital New York	$30.2M	+$29.2M	1	13.91%	New
365	GE General Electric Evendale, Ohio	$29.7M	+$344K	2	0.14%	Increased
366	RCM Riverhead Capital Management Wilmington, Delaware	$29.6M	+$9.19M	10	0.43%	Increased
367	BA Boston Advisors Boston, Massachusetts	$29.6M	+$21.4M	4	0.69%	Increased
368	SCCM Schafer Cullen Capital Management New York	$29.5M	-$7.1M	2	0.35%	Reduced
369	Soros Fund Management New York	$29.4M	+$28.4M	1	0.49%	New
370	CEP Chicago Equity Partners Chicago, Illinois	$29.1M	-$5.5M	4	0.77%	Reduced
371	HCM Highfields Capital Management Boston, Massachusetts	$28.9M	-$149M	1	0.25%	Reduced
372	Nomura Holdings Tokyo, Japan	$28.9M	+$19.6M	8	0.08%	Increased
373	Calamos Advisors Naperville, Illinois	$28.7M	-$16.6M	4	0.18%	Reduced
374	Gateway Investment Advisers Cincinnati, Ohio	$28.7M	+$524K	6	0.24%	Increased
375	Arizona State Retirement System Phoenix, Arizona	$28.4M	-$168K	10	0.38%	Reduced