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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
401	MAMU Marathon Asset Management (UK) London, United Kingdom	$85.1M	-$1.36M	1	2.27%	Reduced
402	VCP Varenne Capital Partners Paris, France	$84.8M	+$74.2M	1	13.3%	New
403	Fjarde Ap-fonden Stockholm, Sweden	$84.4M	+$2.68M	8	0.93%	Increased
404	Cambridge Investment Research Advisors Fairfield, Iowa	$84.1M	+$3.44M	25	0.32%	Increased
405	Viking Global Investors Stamford, Connecticut	$83.1M	+$64M	1	0.31%	New
406	RCW Rheos Capital Works Tokyo, Japan	$83M	+$31.9M	4	3.97%	Increased
407	FFM Fullerton Fund Management Singapore	$82.9M	+$43.5M	6	3.93%	Increased
408	Moran Wealth Management Naples, Florida	$82.8M	+$918K	8	2.68%	Increased
409	Cetera Advisor Networks El Segundo, California	$82.7M	-$271K	23	0.41%	Reduced
410	WAM WT Asset Management Hong Kong	$81.8M	+$35.2M	2	8.24%	Increased
411	Xponance Philadelphia, Pennsylvania	$81M	+$4.12M	17	0.85%	Increased
412	ZP Zimmer Partners New York	$81M	+$61.5M	6	1.73%	Increased
413	GIC GFI Investment Counsel Toronto, Ontario, Canada	$80.9M	-$3.7M	1	10.25%	Reduced
414	AACA American Assets Capital Advisers San Diego, California	$80.8M	+$6.21M	5	23.02%	Increased
415	Gotham Asset Management New York	$80.3M	+$8.96M	14	1.21%	Increased
416	C Chescapmanager Baltimore, Maryland	$80.3M	-$9.91M	1	7.8%	Reduced
417	Atalanta Sosnoff Capital New York	$80.1M	+$5.44M	3	1.85%	Increased
418	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$79.7M	-$1.63M	9	0.39%	Reduced
419	Verition Fund Management Greenwich, Connecticut	$79.3M	+$14.7M	21	0.54%	Increased
420	Advisors Asset Management Monument, Colorado	$79.1M	-$1.44M	14	1.52%	Reduced
421	Douglas Lane & Associates New York	$79.1M	-$994K	6	1.12%	Reduced
422	Czech National Bank Prague, Czech Republic	$78.7M	+$353K	7	1.01%	Increased
423	QRG Capital Management Chicago, Illinois	$78M	+$3.37M	12	0.99%	Increased
424	Blackstone Inc New York	$77.8M	+$48.9M	3	0.31%	Increased
425	BIC B&I Capital Zurich, Switzerland	$77.3M	+$4.44M	2	24.49%	Increased