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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	LPAM Legion Partners Asset Management Los Angeles, California	$83.7M	$0	1	15.66%	Maintained
377	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$83.5M	-$4.33M	1	5.74%	Reduced
378	Trillium Asset Management Boston, Massachusetts	$82.9M	-$172K	2	1.94%	Reduced
379	Klingenstein Fields & Co New York	$81.8M	-$913K	4	3.29%	Reduced
380	Beck Mack & Oliver New York	$81.7M	-$3.73M	2	1.95%	Reduced
381	NPIC Neumeier Poma Investment Counsel Carmel, California	$81.2M	-$30.5K	1	4.52%	Reduced
382	AEGON Asset Management (UK) Edinburgh, United Kingdom	$81.1M	-$128K	4	1.04%	Reduced
383	Frontier Capital Management Boston, Massachusetts	$80.3M	-$6.86M	4	0.63%	Reduced
384	TPSF Texas Permanent School Fund Austin, Texas	$80.2M	-$6.27M	14	0.99%	Reduced
385	Intact Investment Management Montreal, Quebec, Canada	$79.4M	-$9.4M	3	2.02%	Reduced
386	SM Senvest Management New York	$79.1M	-$26.9M	1	2.23%	Reduced
387	SFM Systematic Financial Management Teaneck, New Jersey	$79.1M	-$5.95M	4	2.34%	Reduced
388	Vontobel Holding Zurich, Switzerland	$78.9M	+$1.55M	8	0.66%	Increased
389	Geneva Capital Management Milwaukee, Wisconsin	$78.6M	-$1.61M	2	1.27%	Reduced
390	MLICM Metropolitan Life Insurance Company (MetLife) New York	$78.5M	-$1.7M	22	1.07%	Reduced
391	William Blair Investment Management Chicago, Illinois	$78.5M	+$27.2M	3	0.21%	Increased
392	O'Shaughnessy Asset Management Stamford, Connecticut	$78.1M	+$23.4M	14	1.39%	Increased
393	WIC Water Island Capital New York	$78.1M	+$73.9M	1	4.31%	New
394	AIM Anatole Investment Management Central, Hong Kong	$78M	+$91.1M	1	4.26%	New
395	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$77.5M	+$642K	1	3.18%	Increased
396	CC Cannell & Co New York	$77.5M	+$8.4M	2	2.2%	Increased
397	Nishkama Capital LLC Dorado, Puerto Rico	$77.3M	+$32.5M	1	19.05%	Increased
398	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$77.1M	-$4.37K	15	0.69%	Reduced
399	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$77.1M	$0	1	4.32%	Maintained
400	SLF Sun Life Financial Toronto, Ontario, Canada	$77M	$0	1	2.86%	Maintained