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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	Starboard Value New York	$90.4M	-$41.8K	1	1.64%	Reduced
402	Mizuho Markets Americas New York	$90.3M	+$41.7M	5	1.85%	Increased
403	Mondrian Investment Partners London, United Kingdom	$90.3M	-$3.81M	2	1.54%	Reduced
404	QRG Capital Management Chicago, Illinois	$90.2M	+$787K	13	0.94%	Increased
405	Pathstone Holdings Englewood, New Jersey	$90M	+$4.92M	22	0.39%	Increased
406	Engineers Gate Manager New York	$89.9M	+$35.3M	19	1.52%	Increased
407	Yousif Capital Management Bloomfield Hills, Michigan	$89.6M	-$2.67M	19	1.04%	Reduced
408	SFM Systematic Financial Management Teaneck, New Jersey	$89.1M	-$10.3M	4	2.54%	Reduced
409	Factory Mutual Insurance Waltham, Massachusetts	$88.8M	+$5.48M	3	1.03%	Increased
410	NIG NFJ Investment Group Dallas, Texas	$87.9M	+$43.5M	4	2.96%	Increased
411	Cartenna Capital Stamford, Connecticut	$87.8M	+$96.1M	1	5.34%	New
412	Locust Wood Capital Advisers New York	$87.8M	+$15.7M	2	2.78%	Increased
413	Great Lakes Advisors Chicago, Illinois	$87.6M	-$10.8M	8	0.78%	Reduced
414	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$87.6M	+$3.19M	1	3.95%	Increased
415	Chilton Capital Management Houston, Texas	$87.3M	-$2.3M	5	3.77%	Reduced
416	Utah Retirement Systems Salt Lake City, Utah	$86.9M	+$1.97M	14	1%	Increased
417	USS Investment Management London, United Kingdom	$86.7M	-$9.25M	9	0.63%	Reduced
418	Kestra Advisory Services Austin, Texas	$86.2M	+$4.57M	24	0.42%	Increased
419	OP Asset Management Helsinki,	$85.7M	+$111M	11	1.44%	New
420	Cambridge Investment Research Advisors Fairfield, Iowa	$85.5M	-$1.6M	27	0.29%	Reduced
421	Blackstone Inc New York	$85.3M	$0	1	0.35%	Maintained
422	Kodai Capital Management Chicago, Illinois	$85.3M	-$51.1M	2	3.37%	Reduced
423	CastleKnight Management New York	$85.2M	+$79.5M	13	3.34%	Increased
424	Boothbay Fund Management New York	$85.1M	+$40.8M	18	2.24%	Increased
425	Guggenheim Capital Chicago, Illinois	$84.5M	-$21.6M	18	0.78%	Reduced