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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	Beck Mack & Oliver New York	$52.5M	-$2.29M	3	1.95%	Reduced
377	SCM Stadium Capital Management New Canaan, Connecticut	$52.1M	+$25.9M	1	20.9%	Increased
378	FAS Formuepleje A/S Aarhus C, Denmark	$52M	+$5.91M	2	2.62%	Increased
379	Fisher Asset Management Camas, Washington	$51.9M	+$723K	6	0.05%	Increased
380	Schonfeld Strategic Advisors New York	$51.7M	+$28.1M	13	1.33%	Increased
381	Cincinnati Insurance Fairfield, Ohio	$51.3M	$0	2	1.37%	Maintained
382	CMG Cavalry Management Group San Francisco, California	$51.2M	-$11.1M	1	6.64%	Reduced
383	Zacks Investment Management Chicago, Illinois	$51M	-$820K	7	1.12%	Reduced
384	Marshall Wace London, United Kingdom	$50M	-$2.7M	12	0.35%	Reduced
385	Hardman Johnston Global Advisors Stamford, Connecticut	$49.5M	+$20.6M	2	2.18%	Increased
386	MSA Mason Street Advisors Milwaukee, Wisconsin	$49.4M	+$1.06M	14	0.99%	Increased
387	HCM Hahn Capital Management Walnut Creek, California	$49.4M	-$7.7M	2	7.96%	Reduced
388	ArrowMark Colorado Holdings Denver, Colorado	$48.9M	-$30.2M	5	0.51%	Reduced
389	QS Investors New York	$48.6M	-$8.16M	14	0.68%	Reduced
390	Candriam SCA Strassen, Luxembourg, Luxembourg	$48.5M	+$13.8M	7	0.51%	Increased
391	Segall Bryant & Hamill Chicago, Illinois	$48.3M	+$9.39M	10	0.81%	Increased
392	Cubist Systematic Strategies Stamford, Connecticut	$47.5M	+$26.5M	25	0.82%	Increased
393	Nissay Asset Management Tokyo, Japan	$47.5M	+$2.62M	9	0.92%	Increased
394	CIBC World Markets New York	$47.4M	+$20.3M	6	0.51%	Increased
395	BPB Badgley, Phelps & Bell Seattle, Washington	$47.2M	+$506K	3	2.6%	Increased
396	Andra AP-fonden Goteborg, Sweden	$46.8M	-$9.1M	7	1.36%	Reduced
397	GW&K Investment Management Boston, Massachusetts	$46.5M	+$173K	2	0.65%	Increased
398	Regions Financial Corp Birmingham, Alabama	$46M	-$30.2M	6	0.54%	Reduced
399	Brandywine Global Investment Management Philadelphia, Pennsylvania	$45.9M	+$679K	4	0.47%	Increased
400	Calamos Advisors Naperville, Illinois	$45.8M	+$4.83M	7	0.32%	Increased