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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
101	Horizon Kinetics New York	$230M	-$9.94M	1	3.15%	Reduced
102	Lord, Abbett & Co Jersey City, New Jersey	$228M	-$157M	5	0.53%	Reduced
103	BlackRock New York	$227M	+$889K	20	0.43%	Increased
104	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$222M	+$672K	8	0.48%	Increased
105	Parnassus Investments San Francisco, California	$221M	+$28.9M	1	2.53%	Increased
106	PC Paulson & Co New York	$220M	+$36.2M	1	1.42%	Increased
107	Diamond Hill Capital Management Columbus, Ohio	$219M	-$3.48M	1	2.2%	Reduced
108	Allianz Asset Management Munich, Germany	$216M	+$21.5M	12	0.29%	Increased
109	ClearBridge Investments New York	$214M	-$70M	5	0.3%	Reduced
110	D.E. Shaw & Co New York	$208M	-$37.7M	15	0.33%	Reduced
111	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$207M	+$1.55M	7	0.55%	Increased
112	Select Equity Group New York	$206M	+$16.8M	1	2.79%	Increased
113	ACM AEW Capital Management Boston, Massachusetts	$205M	-$4.66M	1	5.63%	Reduced
114	Citigroup New York	$199M	-$13.4M	23	0.19%	Reduced
115	APG Asset Management Amsterdam, Netherlands	$198M	-$22.6M	9	0.63%	Reduced
116	Munder Capital Management Birmingham, Michigan	$194M	+$3.8M	5	1.55%	Increased
117	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$193M	-$5.78M	1	2.74%	Reduced
118	GC GMT Capital Atlanta, Georgia	$191M	-$40.1M	2	4.39%	Reduced
119	Loomis, Sayles & Company Boston, Massachusetts	$187M	-$2.46M	4	0.6%	Reduced
120	BAMCO Inc New York	$185M	-$9.57M	4	0.85%	Reduced
121	Barclays London, United Kingdom	$184M	-$576K	19	0.22%	Reduced
122	RIM Rainier Investment Management Seattle, Washington	$183M	+$40.3M	2	1.78%	Increased
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$182M	-$4.2M	10	0.5%	Reduced
124	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$180M	+$10.3M	20	0.3%	Increased
125	Eagle Asset Management St Petersburg, Florida	$179M	+$26.8M	7	0.89%	Increased