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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	Polar Capital Holdings London, United Kingdom	$75.2M	+$4.94M	1	0.47%	Increased
352	KeyBank National Association Cleveland, Ohio	$72.6M	-$788K	10	0.34%	Reduced
353	Sands Capital Management Arlington, Virginia	$72M	+$9.71M	1	0.14%	Increased
354	HS Hazelview Securities Toronto, Ontario, Canada	$71.6M	+$25M	2	10.93%	Increased
355	Group One Trading Chicago, Illinois	$71.6M	-$18.2M	17	0.11%	Reduced
356	Kornitzer Capital Management Shawnee Mission, Kansas	$71.3M	+$1.62M	6	1.14%	Increased
357	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$71.1M	-$1.32M	1	9.04%	Reduced
358	Intact Investment Management Montreal, Quebec, Canada	$71M	-$3.07M	3	2.15%	Reduced
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$70.8M	-$6.51M	22	1.06%	Reduced
360	Swiss Life Asset Management Zurich,	$70.4M	-$8.16M	7	1.01%	Reduced
361	TPSF Texas Permanent School Fund Austin, Texas	$70.3M	-$14.3M	14	0.87%	Reduced
362	PC Port Capital Chicago, Illinois	$70.2M	+$19.3M	1	3.98%	Increased
363	Weiss Multi-Strategy Advisers New York	$70M	+$2.35M	5	1.54%	Increased
364	Cincinnati Insurance Fairfield, Ohio	$68.4M	$0	2	1.45%	Maintained
365	PR Payden & Rygel Los Angeles, California	$68.2M	+$7.3M	2	3.17%	Increased
366	Jacobs Levy Equity Management Florham Park, New Jersey	$67.8M	-$6.26M	5	0.52%	Reduced
367	Rafferty Asset Management New York	$67.4M	+$41.7M	11	0.46%	Increased
368	SGAM Smith Group Asset Management Dallas, Texas	$67.1M	+$12.7M	4	3.56%	Increased
369	MUFG Securities EMEA London, United Kingdom	$67M	+$19.2M	4	0.54%	Increased
370	PineBridge Investments New York	$65.2M	+$31.2M	7	0.83%	Increased
371	SRFM Shannon River Fund Management New York	$65.1M	-$20M	1	4.4%	Reduced
372	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$65M	-$4.15M	1	4.99%	Reduced
373	NPIC Neumeier Poma Investment Counsel Carmel, California	$65M	-$211K	1	3.9%	Reduced
374	Private Management Group Irvine, California	$64.8M	-$10.4M	2	2.97%	Reduced
375	AEGON Asset Management (UK) Edinburgh, United Kingdom	$64.7M	+$23.3M	3	0.96%	Increased