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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
376	Cincinnati Insurance Fairfield, Ohio	$34.4M	$0	2	1.07%	Maintained
377	BB&T Securities Richmond, Virginia	$34.3M	-$1.36M	12	0.38%	Reduced
378	Gulf International Bank (UK) London, United Kingdom	$34.1M	-$16.4M	9	0.68%	Reduced
379	ZP Zimmer Partners New York	$34M	+$10.3M	2	0.47%	Increased
380	Moore Capital Management New York	$33.9M	-$47.9M	3	1.34%	Reduced
381	Marshall Wace North America New York	$33.1M	-$34M	12	0.32%	Reduced
382	OAM Oxford Asset Management Oxford, United Kingdom	$33.1M	-$6.46M	13	0.86%	Reduced
383	MLICM Metropolitan Life Insurance Company (MetLife) New York	$33M	-$65.7K	18	0.66%	Reduced
384	Ceredex Value Advisors Orlando, Florida	$32.8M	-$4.69M	1	0.44%	Reduced
385	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.7M	+$6.41M	15	0.52%	Increased
386	Utah Retirement Systems Salt Lake City, Utah	$32.6M	+$304K	10	0.74%	Increased
387	AQR Arbitrage Greenwich, Connecticut	$32.5M	-$1.45M	3	0.45%	Reduced
388	Capital Fund Management (CFM) Paris, France	$32.3M	+$24.8M	7	0.29%	Increased
389	BM Bridger Management New York	$32.1M	+$36.2M	1	2.67%	New
390	MCIM Meadow Creek Investment Management Atlanta, Georgia	$32M	+$8.51M	12	0.74%	Increased
391	HS Hazelview Securities Toronto, Ontario, Canada	$31.8M	+$3.46M	3	9.22%	Increased
392	HI Honeywell International Charlotte, North Carolina	$31.6M	-$8.63M	6	2.09%	Reduced
393	LM Luminus Management Houston, Texas	$31.3M	+$26M	1	0.63%	Increased
394	MSL Mackay Shields LLC New York	$31.3M	+$8.59M	9	0.25%	Increased
395	Mitsubishi UFJ Asset Management Tokyo, Japan	$31.2M	-$767K	10	0.79%	Reduced
396	HBK Investments Dallas, Texas	$31.2M	+$7.9M	8	0.33%	Increased
397	QS Investors New York	$31.1M	-$165K	15	0.4%	Reduced
398	O'Shaughnessy Asset Management Stamford, Connecticut	$30.9M	+$6.38M	8	0.78%	Increased
399	Avalon Investment & Advisory Houston, Texas	$30.7M	-$1.54M	2	0.79%	Reduced
400	Brandes Investment Partners La Jolla, California	$30.7M	+$35.2M	2	0.78%	Increased