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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	Verition Fund Management Greenwich, Connecticut	$147M	-$74.9M	16	0.95%	Reduced
402	Varma Mutual Pension Insurance Co Helsinki, Finland	$147M	+$5.45M	8	0.86%	Increased
403	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$145M	+$4.78M	2	3.9%	Increased
404	SRS Investment Management New York	$145M	+$11.6M	1	1.53%	Increased
405	M Mirova Paris, France	$144M	+$117M	8	5.86%	Increased
406	GAMCO Investors Greenwich, Connecticut	$144M	-$52.6M	8	1.42%	Reduced
407	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$143M	-$24.4M	10	1.5%	Reduced
408	Luther King Capital Management (LKCM) Fort Worth, Texas	$143M	+$18.6M	8	0.62%	Increased
409	Glazer Capital LLC New York	$143M	+$128M	1	3.04%	Increased
410	PCM Portolan Capital Management Boston, Massachusetts	$143M	-$28.6M	9	7.63%	Reduced
411	Cooke & Bieler Philadelphia, Pennsylvania	$142M	-$342K	1	1.61%	Reduced
412	NHAS Novo Holdings A/S Hellerup, Denmark	$141M	$0	1	11.46%	Maintained
413	CastleKnight Management New York	$141M	-$109M	18	2.35%	Reduced
414	EULAV Asset Management Sarasota, Florida	$141M	-$56.5M	4	4.52%	Reduced
415	Diamond Hill Capital Management Columbus, Ohio	$141M	-$21.2M	1	0.88%	Reduced
416	Jain Global New York	$140M	+$3.33M	15	0.58%	Increased
417	XN LP New York	$140M	+$122M	1	5.15%	New
418	Fenimore Asset Management Cobleskill, New York	$139M	-$18M	1	3.1%	Reduced
419	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$139M	+$78.6M	6	1.2%	Increased
420	Vinva Investment Management Sydney, Australia	$138M	-$8.75M	10	1.71%	Reduced
421	TC Triata Capital Hong Kong	$138M	-$94.8M	2	24.95%	Reduced
422	IP Interval Partners New York	$137M	+$6.77M	4	3.59%	Increased
423	Locust Wood Capital Advisers New York	$135M	-$67.8M	1	3.43%	Reduced
424	Vanguard Personalized Indexing Management Oakland, California	$134M	+$14.9M	31	1.31%	Increased
425	DT DBA Trading Fort Lauderdale, Florida	$134M	+$176M	2	66.36%	New