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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	ACB Aristotle Capital Boston Boston, Massachusetts	$46.5M	+$2.18M	2	1.45%	Increased
377	Mirae Asset Global Investments Seoul, South Korea	$46.5M	+$25.3M	12	0.32%	Increased
378	Brandywine Global Investment Management Philadelphia, Pennsylvania	$46.4M	-$204K	5	0.32%	Reduced
379	Ninety One (UK) London, United Kingdom	$46.1M	-$6.32M	2	0.18%	Reduced
380	Zacks Investment Management Chicago, Illinois	$46.1M	-$1.01M	3	0.95%	Reduced
381	AAM Ardevora Asset Management London, United Kingdom	$45.3M	+$8.43M	1	1.11%	Increased
382	CP Cumberland Partners Toronto, Ontario, Canada	$45.2M	-$2.4M	3	4.34%	Reduced
383	Andra AP-fonden Goteborg, Sweden	$44.8M	-$1.98M	8	1.29%	Reduced
384	Oregon Public Employees Retirement Fund Tigard, Oregon	$44.7M	+$4.13M	15	0.61%	Increased
385	TCM Tekne Capital Management New York	$44.5M	$0	1	11.18%	Maintained
386	MLICM Metropolitan Life Insurance Company (MetLife) New York	$44.3M	+$1.79M	19	0.75%	Increased
387	Gulf International Bank (UK) London, United Kingdom	$44.2M	-$205K	9	0.74%	Reduced
388	Moore Capital Management New York	$44.1M	-$32.7M	3	1.04%	Reduced
389	AssetMark Inc Concord, California	$44M	+$4.06M	9	0.36%	Increased
390	Polar Asset Management Partners Toronto, Ontario, Canada	$43.8M	+$27.4M	2	0.81%	Increased
391	AIM Allen Investment Management New York	$43.3M	-$3.91M	2	1.23%	Reduced
392	PR Payden & Rygel Los Angeles, California	$42.3M	+$556K	2	2.9%	Increased
393	Utah Retirement Systems Salt Lake City, Utah	$41.9M	-$36.3K	10	0.8%	Reduced
394	EIP Easterly Investment Partners Beverly, Massachusetts	$41.9M	-$59.6M	1	1.05%	Reduced
395	BOK Financial Tulsa, Oklahoma	$41.7M	-$1.53M	10	1%	Reduced
396	Waratah Capital Advisors Toronto, Ontario, Canada	$41.7M	+$29.9M	2	4.64%	Increased
397	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$40.8M	-$3.52M	1	2.33%	Reduced
398	Polar Capital London, United Kingdom	$40.7M	+$8.38M	2	0.36%	Increased
399	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$40.5M	+$8.07M	6	1.04%	Increased
400	Chilton Capital Management Houston, Texas	$40.5M	-$18.9M	2	3.47%	Reduced