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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	New York Life Investment Management New York	$58.5M	+$63.4M	13	0.68%	New
377	Klingenstein Fields & Co New York	$58.5M	+$265K	4	3.04%	Increased
378	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$58.4M	-$1.45M	1	4.63%	Reduced
379	OP Oldfield Partners London, United Kingdom	$57.2M	-$2.78M	2	8.21%	Reduced
380	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$57.2M	+$4.64M	13	0.61%	Increased
381	Calamos Advisors Naperville, Illinois	$57.2M	+$2.79M	6	0.25%	Increased
382	CC Cannell & Co New York	$57.1M	-$12.7M	2	2.05%	Reduced
383	Swiss Life Asset Management Zurich,	$56.8M	-$9.07M	9	0.92%	Reduced
384	Whittier Trust South Pasadena, California	$56.6M	+$449K	14	1.14%	Increased
385	BIC B&I Capital Zurich, Switzerland	$56.4M	+$9.23M	2	18.22%	Increased
386	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$56.3M	-$959K	1	3.07%	Reduced
387	Beck Mack & Oliver New York	$56.2M	-$1.59M	2	1.69%	Reduced
388	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$56M	+$2.99M	1	2.43%	Increased
389	SCH Sylebra Capital (HK) Hong Kong	$55.9M	+$620K	1	3.14%	Increased
390	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$55.6M	-$2.37M	4	2%	Reduced
391	Fifth Third Bancorp Cincinnati, Ohio	$55.5M	-$1.35M	21	0.27%	Reduced
392	IP Interval Partners New York	$55.4M	-$9.92M	3	2.86%	Reduced
393	AC Avenir Corporation Alexandria, Virginia	$55.3M	+$22.3M	3	5.29%	Increased
394	TAL TIG Advisors LLC New York	$55.1M	+$53.2M	1	2.28%	New
395	SFG Sather Financial Group Victoria, Texas	$55.1M	+$77K	1	5.71%	Increased
396	TAM Third Avenue Management New York	$54.8M	-$14.1M	4	9.75%	Reduced
397	NIG NFJ Investment Group Dallas, Texas	$54.4M	-$898K	6	1.3%	Reduced
398	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$54.2M	-$51.7M	15	0.24%	Reduced
399	Credit Agricole Montrouge Cedex, France	$53.9M	-$12.3M	9	1.32%	Reduced
400	Badgley Phelps Wealth Managers Seattle, Washington	$53.9M	-$1.01M	3	2.21%	Reduced