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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
76	ECM EII Capital Management New York	$306M	+$330M	1	7.22%	New
77	Credit Suisse Zurich, Switzerland	$303M	+$320M	20	0.31%	New
78	PHS PFM Health Sciences San Francisco, California	$300M	+$287M	1	6.22%	New
79	LCS Levin Capital Strategies New York	$295M	+$282M	4	5.3%	New
80	KeyBank National Association Cleveland, Ohio	$294M	+$285M	8	1.09%	New
81	CIBC World Market Toronto, Ontario, Canada	$294M	+$299M	2	1.32%	New
82	ClearBridge Investments New York	$275M	+$265M	6	0.42%	New
83	Winslow Capital Management Minneapolis, Minnesota	$272M	+$306M	1	0.89%	New
84	New York State Common Retirement Fund Albany, New York	$272M	+$278M	14	0.48%	New
85	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$268M	+$259M	3	2.58%	New
86	Royce & Associates New York	$266M	+$259M	7	0.82%	New
87	Charles Schwab San Francisco, California	$261M	+$269M	17	0.58%	New
88	Schroder Investment Management Group London, United Kingdom	$250M	+$240M	5	0.66%	New
89	California Public Employees Retirement System Sacramento, California	$249M	+$254M	21	0.5%	New
90	HCM Highfields Capital Management Boston, Massachusetts	$249M	+$326M	1	2.06%	New
91	TCW Group Los Angeles, California	$249M	+$274M	6	1.23%	New
92	Mackenzie Financial Toronto Ontario, Ontario, Canada	$245M	+$248M	8	1.17%	New
93	TAM Third Avenue Management New York	$244M	+$246M	3	4.8%	New
94	Edgewood Management Greenwich, Connecticut	$243M	+$273M	1	3.27%	New
95	D.E. Shaw & Co New York	$243M	+$270M	15	0.46%	New
96	Capital International Investors Los Angeles, California	$238M	+$245M	2	1.08%	New
97	Frontier Capital Management Boston, Massachusetts	$236M	+$230M	5	1.96%	New
98	Brandes Investment Partners La Jolla, California	$233M	+$217M	2	2.92%	New
99	Horizon Kinetics New York	$231M	+$235M	2	3.39%	New
100	SC Schooner Capital Vero Beach, Florida	$230M	+$302M	1	100%	New