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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	GAMCO Investors Greenwich, Connecticut	$133M	-$26.3M	8	1.27%	Reduced
402	IFM Investors Melbourne, Australia	$133M	+$8.09M	8	1.11%	Increased
403	Wolverine Asset Management Chicago, Illinois	$132M	+$162M	12	1.04%	Increased
404	SRS Investment Management New York	$132M	+$127M	1	1.39%	New
405	Munro Partners Melbourne, Australia	$132M	-$14.8M	3	3.42%	Reduced
406	Fjarde Ap-fonden Stockholm, Sweden	$132M	+$58.9M	11	1.1%	Increased
407	Zevenbergen Capital Investments Edmonds, Washington	$130M	+$14.6M	2	2.89%	Increased
408	HRT Financial New York	$130M	-$140M	19	0.41%	Reduced
409	Homestead Advisers Arlington, Virginia	$129M	-$17.1M	7	3.42%	Reduced
410	Jump Financial Chicago, Illinois	$128M	+$25.6M	23	1.57%	Increased
411	PCM Portolan Capital Management Boston, Massachusetts	$127M	-$109M	9	6.83%	Reduced
412	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$127M	+$6.77M	8	1.96%	Increased
413	Mirova US Boston, Massachusetts	$127M	+$136M	1	1.27%	New
414	SFM Systematic Financial Management Teaneck, New Jersey	$127M	-$22.4M	4	2.99%	Reduced
415	ZP Zimmer Partners New York	$126M	+$55M	7	3.33%	Increased
416	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$126M	+$96.3M	3	1.31%	New
417	WAM WT Asset Management Hong Kong	$126M	+$75.1M	2	5%	Increased
418	Pathstone Holdings Englewood, New Jersey	$125M	+$6.35M	27	0.48%	Increased
419	Varma Mutual Pension Insurance Co Helsinki, Finland	$125M	+$11.6M	8	0.76%	Increased
420	IP Interval Partners New York	$125M	-$85.8M	4	2.24%	Reduced
421	Close Asset Management London, United Kingdom	$125M	+$132M	2	2.76%	Increased
422	PWAM Park West Asset Management San Francisco, California	$125M	+$32.8M	5	10.35%	Increased
423	Vinva Investment Management Sydney, Australia	$124M	+$48.3M	9	1.55%	Increased
424	Mizuho Markets Americas New York	$124M	-$9.43M	3	2.4%	Reduced
425	NIG NFJ Investment Group Dallas, Texas	$124M	+$18.2M	4	4.46%	Increased