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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	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$56.5M	-$17.2M	1	3.77%	Reduced
352	PR Payden & Rygel Los Angeles, California	$56.2M	-$1.86M	2	3.58%	Reduced
353	KeyBank National Association Cleveland, Ohio	$56.2M	-$5.89M	9	0.32%	Reduced
354	Rafferty Asset Management New York	$56.2M	+$38.7M	8	0.79%	Increased
355	Fjarde Ap-fonden Stockholm, Sweden	$56M	+$1.97M	6	0.7%	Increased
356	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$55.9M	+$337K	1	11.98%	Increased
357	Utah Retirement Systems Salt Lake City, Utah	$55.8M	+$3.84M	10	1.02%	Increased
358	Carillon Tower Advisers St. Petersburg, Florida	$55.1M	-$6.77M	2	0.42%	Reduced
359	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$54.9M	-$8.1M	2	2.22%	Reduced
360	NIMC NWQ Investment Management Company Los Angeles, California	$54.9M	+$5.05M	3	1.83%	Increased
361	Two Sigma Investments New York	$54.6M	+$40.8M	15	0.27%	Increased
362	Rothschild & Co Asset Management US Stamford, Connecticut	$54.6M	-$7.81M	2	0.8%	Reduced
363	CM Cartica Management Washington, District of Columbia	$54.4M	+$21.6M	1	21.6%	Increased
364	TAMH Taikang Asset Management (HK) Hong Kong	$54.4M	-$1.85M	4	9.68%	Reduced
365	SM Senvest Management New York	$54.3M	-$5.6M	1	3.39%	Reduced
366	LPU Lansdowne Partners (UK) London, United Kingdom	$54M	-$39.3M	1	2.26%	Reduced
367	Marshall Wace Asia Central, Hong Kong	$54M	+$47.2M	3	1.2%	Increased
368	Hamlin Capital Management New York	$53.9M	+$22.8M	1	2.88%	Increased
369	Ferguson Wellman Capital Management Portland, Oregon	$53.6M	-$18M	4	1.64%	Reduced
370	CC Cannell & Co New York	$53.4M	-$6.77M	2	2.1%	Reduced
371	Commerce Bank Kansas City, Missouri	$53.3M	+$7.99M	9	0.52%	Increased
372	Montrusco Bolton Investments Montreal, Quebec, Canada	$53.1M	-$22.8M	2	3.04%	Reduced
373	TP Toronado Partners San Francisco, California	$53.1M	-$3.32M	1	13.85%	Reduced
374	TCM Tensile Capital Management Larkspur, California	$53.1M	+$2.03M	1	8.03%	Increased
375	Commonwealth Equity Services Waltham, Massachusetts	$52.9M	+$4.15M	17	0.2%	Increased