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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	WCP Waterfront Capital Partners New York	$42.4M	-$57.4M	3	7.26%	Reduced
602	FG Foresight Group London, United Kingdom	$42M	+$6.64M	5	5.92%	Increased
603	TIAA Trust, National Association Charlotte, North Carolina	$41.9M	+$6.26M	8	0.13%	Increased
604	Ariel Investments Chicago, Illinois	$41.8M	+$855K	1	0.49%	Increased
605	VHMC Value Holdings Management Company Hampton Bays, New York	$41.6M	-$4.32M	1	7.81%	Reduced
606	Kovitz Investment Group Partners Chicago, Illinois	$41.5M	+$2.95M	12	0.21%	Increased
607	Jefferies Financial Group New York	$41.4M	+$31.6M	13	0.37%	Increased
608	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$41.4M	+$1.35M	15	0.82%	Increased
609	Beck Mack & Oliver New York	$41.4M	-$7.51M	2	0.83%	Reduced
610	Davis Selected Advisers Tucson, Arizona	$41.4M	-$8.11M	3	0.24%	Reduced
611	Rakuten Investment Management Tokyo, Japan	$41.2M	+$45.8M	9	0.19%	New
612	Freestone Grove Partners San Francisco, California	$40.7M	-$24.2M	4	0.42%	Reduced
613	AustralianSuper Melbourne, Australia	$40.6M	+$28.3M	1	0.23%	Increased
614	Employees Provident Fund Board Shah Alam, Malaysia	$40.4M	+$45.4M	2	0.46%	Increased
615	Generali Asset Management Trieste, Italy	$40.4M	+$7.3M	8	0.99%	Increased
616	Neumeier Poma Investment Counsel Carmel, California	$40.2M	-$14.1M	3	4.32%	Reduced
617	Snyder Capital Management San Francisco, California	$40.2M	-$1.62M	1	0.88%	Reduced
618	Y-Intercept (HK) Hong Kong	$40.2M	+$22.2M	16	2.72%	Increased
619	Americana Partners Houston, Texas	$40.1M	+$549K	1	1.56%	Increased
620	Knights of Columbus Asset Advisors New Haven, Connecticut	$40.1M	-$7.71M	7	2.76%	Reduced
621	Granite Investment Partners El Segundo, California	$40.1M	-$3.42M	3	2.04%	Reduced
622	Grassi Investment Management Santa Clara, California	$39.9M	+$4.01M	3	3.69%	Increased
623	Walleye Trading New York	$39.7M	+$38M	8	0.09%	Increased
624	Algert Global San Francisco, California	$39.7M	+$5.01M	11	0.98%	Increased
625	B. Metzler seel. Sohn & Co Frankfurt, Germany	$39.5M	+$12.9M	13	0.41%	Increased