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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	Select Equity Group New York	$64.7M	+$52.8M	1	0.24%	Increased
377	Schonfeld Strategic Advisors New York	$64.5M	-$4.73M	18	0.78%	Reduced
378	Beck Mack & Oliver New York	$64.5M	-$2.87M	2	1.99%	Reduced
379	MFWM Motley Fool Wealth Management Alexandria, Virginia	$64.1M	+$19.5M	2	2.88%	Increased
380	Vontobel Holding Zurich, Switzerland	$63.9M	+$28.9M	6	0.47%	Increased
381	Aristotle Capital Management Los Angeles, California	$63.8M	-$459K	2	0.13%	Reduced
382	Baillie Gifford & Co Edinburgh, United Kingdom	$63.6M	+$61.1M	3	0.04%	Increased
383	Mariner Overland Park, Kansas	$63M	+$6.31M	6	0.44%	Increased
384	CMG Cavalry Management Group San Francisco, California	$62.5M	-$10.9M	1	5.8%	Reduced
385	Mutual of America Capital Management New York	$62.5M	-$10.4M	13	0.65%	Reduced
386	Regions Financial Corp Birmingham, Alabama	$62.4M	-$1.67M	7	0.57%	Reduced
387	SFM Systematic Financial Management Teaneck, New Jersey	$62.4M	-$4.08M	4	2.29%	Reduced
388	OP Oldfield Partners London, United Kingdom	$62.3M	-$23.1M	2	6.45%	Reduced
389	Assenagon Asset Management Senningerberg, Luxembourg	$62.1M	+$991K	9	0.25%	Increased
390	FP Foundry Partners Minneapolis, Minnesota	$61.9M	+$3.64M	6	2.04%	Increased
391	Nissay Asset Management Tokyo, Japan	$61.6M	+$6.48M	10	0.61%	Increased
392	WorldQuant Millennium Advisors New York	$61.4M	+$25.9M	3	1.3%	Increased
393	MC MIG Capital Newport Beach, California	$61M	-$7.36M	1	6.02%	Reduced
394	Factory Mutual Insurance Waltham, Massachusetts	$60.8M	-$951K	1	0.78%	Reduced
395	Discovery Capital Management South Norwalk, Connecticut	$60.5M	+$5.48M	2	8.11%	Increased
396	MSL Mackay Shields LLC New York	$60.4M	-$12.5M	14	0.44%	Reduced
397	CA Capitolis Advisors New York	$59.4M	-$58.2M	6	1.03%	Reduced
398	Gabelli Funds Rye, New York	$59.1M	+$1.17M	11	0.4%	Increased
399	Scout Investments Kansas City, Missouri	$59M	-$11.9M	3	0.89%	Reduced
400	Westfield Capital Management Boston, Massachusetts	$58.8M	+$5.69M	2	0.37%	Increased