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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
551	AssetMark Inc Concord, California	$118M	+$11.8M	32	0.2%	Increased
552	AFC Alpine Fox Capital Las Vegas, Nevada	$118M	-$7.14M	3	55.84%	Reduced
553	NCA Newbrook Capital Advisors New York	$118M	-$4.08M	2	15.92%	Reduced
554	Quilter Plc London, United Kingdom	$118M	-$1.64M	1	1.77%	Reduced
555	D1 Capital Partners New York	$118M	+$128M	1	0.34%	New
556	LSV Asset Management Chicago, Illinois	$117M	-$158M	3	0.21%	Reduced
557	Groupe la Francaise Paris, France	$117M	-$30.6M	8	1.41%	Reduced
558	SC Styrax Capital New York	$117M	$0	1	7.73%	Maintained
559	Liontrust Investment Partners London, United Kingdom	$117M	+$7.85M	4	1.72%	Increased
560	Vestcor Inc Fredericton, New Brunswick, Canada	$117M	+$1.46M	22	2.88%	Increased
561	Douglas Lane & Associates New York	$116M	-$1.88M	6	1.57%	Reduced
562	Horizon Kinetics Asset Management New York	$116M	-$12.6M	9	1.31%	Reduced
563	Kennedy Capital Management St Louis, Missouri	$115M	-$35.7M	8	2.04%	Reduced
564	Gateway Investment Advisers Cincinnati, Ohio	$114M	+$9.6M	19	1.12%	Increased
565	PM Pembroke Management Montreal, Quebec, Canada	$114M	-$33.2M	4	14.69%	Reduced
566	Advisors Asset Management Monument, Colorado	$114M	-$11M	22	1.73%	Reduced
567	Diamond Hill Capital Management Columbus, Ohio	$114M	-$37.2M	1	0.91%	Reduced
568	NIP Nicholas Investment Partners Rancho Santa Fe, California	$113M	+$3.95M	11	6.38%	Increased
569	Baupost Group Boston, Massachusetts	$113M	+$28M	1	2.09%	Increased
570	Dragoneer Investment Group San Francisco, California	$113M	+$101M	1	3.98%	New
571	Becker Capital Management Portland, Oregon	$113M	-$2.96M	3	3.02%	Reduced
572	ZIG Zuckerman Investment Group Chicago, Illinois	$112M	-$21.7M	3	9.51%	Reduced
573	Weiss Asset Management Boston, Massachusetts	$112M	+$29.1M	14	1.18%	Increased
574	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$112M	-$1.11M	16	0.76%	Reduced
575	Cullen/Frost Bankers San Antonio, Texas	$112M	+$2.76M	17	1.1%	Increased