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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
51	First Manhattan New York	$468M	+$450M	7	3.22%	New
52	OppenheimerFunds New York	$461M	+$463M	5	0.66%	New
53	Glenview Capital Management New York	$457M	+$426M	1	4.18%	New
54	UBS AM Chicago, Illinois	$450M	+$466M	14	0.58%	New
55	1832 Asset Management Toronto, Ontario, Canada	$442M	+$446M	4	1.93%	New
56	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$432M	+$415M	3	3.26%	New
57	BlackRock Advisors Wilmington, Delaware	$428M	+$430M	21	0.45%	New
58	Capital Guardian Trust Los Angeles, California	$413M	+$434M	6	2.87%	New
59	Citadel Advisors Miami, Florida	$406M	+$419M	21	0.7%	New
60	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$401M	+$409M	3	1.51%	New
61	WI WHV Investments San Francisco, California	$393M	+$382M	3	4.04%	New
62	Artisan Partners Milwaukee, Wisconsin	$387M	+$362M	4	0.83%	New
63	Lone Pine Capital Greenwich, Connecticut	$386M	+$434M	1	1.88%	New
64	Russell Frank Company Seattle, Washington	$384M	+$395M	20	0.7%	New
65	Calamos Advisors Naperville, Illinois	$384M	+$368M	3	2.51%	New
66	Bank of Nova Scotia Toronto, Ontario, Canada	$381M	+$387M	4	1.94%	New
67	Legal & General Group London, United Kingdom	$373M	+$393M	10	0.52%	New
68	Lord, Abbett & Co Jersey City, New Jersey	$372M	+$362M	6	0.86%	New
69	Primecap Management Pasadena, California	$371M	+$346M	1	0.53%	New
70	Sculptor Capital New York	$354M	+$399M	1	1.11%	New
71	Teachers Advisors New York	$353M	+$369M	16	0.95%	New
72	Nuveen Charlotte, North Carolina	$352M	+$372M	9	2.36%	New
73	GE General Electric Evendale, Ohio	$348M	+$335M	2	1.83%	New
74	Security Capital Research & Management Chicago, Illinois	$320M	+$345M	1	9.72%	New
75	BlackRock Investment Management Wilmington, Delaware	$315M	+$320M	18	0.56%	New