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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
601	Jones Financial Companies Des Peres, Missouri	$49.8M	+$23.9M	26	0.05%	Increased
602	NFJ Investment Group Dallas, Texas	$49.8M	+$1.34M	4	1.6%	Increased
603	Waratah Capital Advisors Toronto, Ontario, Canada	$49.7M	+$48.8M	4	1.67%	Increased
604	Chicago Capital Chicago, Illinois	$49.6M	+$11.8M	6	1.31%	Increased
605	Blackstone Inc New York	$49.3M	-$13.7M	1	0.22%	Reduced
606	Benjamin Edwards Inc Clayton, Missouri	$49.3M	+$3.47M	11	0.7%	Increased
607	Aristotle Capital Boston Boston, Massachusetts	$49.1M	-$5.25M	1	1.82%	Reduced
608	GDCM Galaxy Digital Capital Management New York	$49M	+$55.4M	4	28.17%	New
609	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$48.8M	-$19M	2	0.16%	Reduced
610	LBIM Land & Buildings Investment Management Stamford, Connecticut	$48.8M	+$8.4M	2	9.89%	Increased
611	Delta Asset Management Memphis, Tennessee	$48.7M	-$1.14M	10	4.35%	Reduced
612	NAYA Capital Management (UK) London, United Kingdom	$48.6M	+$46.5M	1	5.15%	New
613	Americana Partners Houston, Texas	$48.4M	+$41.8M	1	1.98%	Increased
614	SCM Simcoe Capital Management New York	$48.3M	+$22.1M	1	7.1%	Increased
615	Aquatic Capital Management Chicago, Illinois	$48.2M	+$38.1M	10	1.31%	Increased
616	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$48M	+$50.3M	2	5.81%	New
617	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$47.9M	+$2.83M	14	0.9%	Increased
618	Marex Group London,	$47.6M	-$24.3M	9	0.81%	Reduced
619	F/M Investments Washington, District of Columbia	$47.5M	-$43.9M	7	1.75%	Reduced
620	Jupiter Asset Management London, United Kingdom	$47.5M	-$29.8M	2	0.46%	Reduced
621	LGT Capital Partners Pfaeffikon, Switzerland	$47.5M	-$8.71M	3	1.81%	Reduced
622	TIAA Trust, National Association Charlotte, North Carolina	$47.4M	-$6.25M	8	0.14%	Reduced
623	IEQ Capital Foster City, California	$47.3M	+$19.3M	16	0.46%	Increased
624	Mizuho Securities USA New York	$47M	+$18M	8	0.86%	Increased
625	AIA Group Hong Kong	$46.9M	-$1.27M	3	1.13%	Reduced