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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	Engineers Gate Manager New York	$168M	+$67.5M	27	2%	Increased
352	Freestone Grove Partners San Francisco, California	$168M	+$102M	9	1.21%	Increased
353	Stephens Investment Management Group Houston, Texas	$168M	+$11.2M	4	2.19%	Increased
354	Scharf Investments Los Gatos, California	$162M	-$19.7M	2	4.36%	Reduced
355	Eurizon Capital SGR SpA Milan,	$162M	+$166M	13	0.51%	New
356	Cooke & Bieler Philadelphia, Pennsylvania	$162M	-$138K	1	1.69%	Reduced
357	Cookson Peirce & Co Pittsburgh, Pennsylvania	$162M	+$19M	9	6.7%	Increased
358	Starboard Value New York	$161M	+$67.2M	1	3.06%	Increased
359	ACM Analog Century Management New York	$161M	-$7.29M	2	7.93%	Reduced
360	WorldQuant Millennium Advisors New York	$160M	+$26.4M	9	0.62%	Increased
361	NHAS Novo Holdings A/S Hellerup, Denmark	$160M	$0	1	12.46%	Maintained
362	Nissay Asset Management Tokyo, Japan	$158M	+$7.45M	9	0.82%	Increased
363	CET Clean Energy Transition London, United Kingdom	$157M	-$46.7M	2	13.1%	Reduced
364	WCM Investment Management Laguna Beach, California	$156M	+$26.8M	5	0.32%	Increased
365	Moore Capital Management New York	$156M	-$70.9M	12	2.24%	Reduced
366	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$155M	-$6.84M	34	1.29%	Reduced
367	EULAV Asset Management Sarasota, Florida	$155M	-$84.7M	4	4.13%	Reduced
368	OMC Oasis Management Company Grand Cayman, Cayman Islands	$153M	+$79.5M	4	9.94%	Increased
369	Evercore Wealth Management New York	$152M	-$3.77M	9	2.23%	Reduced
370	Private Advisor Group Morristown, New Jersey	$152M	+$15.9M	27	0.71%	Increased
371	Horizon Kinetics Asset Management New York	$152M	-$42M	8	2.05%	Reduced
372	CAPTRUST Financial Advisors Raleigh, North Carolina	$152M	-$44.1M	30	0.29%	Reduced
373	Diamond Hill Capital Management Columbus, Ohio	$151M	+$141M	1	0.78%	New
374	NEOS Investment Management Westport, Connecticut	$151M	+$53.3M	13	0.88%	Increased
375	OP Asset Management Helsinki,	$151M	+$3.21M	12	1.84%	Increased