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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	ClearBridge Investments New York	$257M	+$13M	5	0.3%	Increased
102	Select Equity Group New York	$248M	+$1.38M	1	2.71%	Increased
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$245M	+$49.4M	20	0.39%	Increased
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$239M	-$9.38M	7	0.58%	Reduced
105	CCM Cadian Capital Management New York	$239M	+$18.5M	1	5.96%	Increased
106	Edgewood Management Greenwich, Connecticut	$238M	+$18.7M	1	2.54%	Increased
107	Beck Mack & Oliver New York	$230M	-$19.1M	3	5.38%	Reduced
108	ACM AEW Capital Management Boston, Massachusetts	$228M	+$3.93M	1	5.59%	Increased
109	SC Schooner Capital Vero Beach, Florida	$227M	-$10.7M	1	94.81%	Reduced
110	Diamond Hill Capital Management Columbus, Ohio	$225M	-$14.1M	1	1.92%	Reduced
111	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$216M	-$15M	8	0.46%	Reduced
112	Parnassus Investments San Francisco, California	$216M	-$33.4M	3	2.09%	Reduced
113	TAM Third Avenue Management New York	$214M	-$62.6M	3	4.15%	Reduced
114	Munder Capital Management Birmingham, Michigan	$212M	+$2.93M	5	1.52%	Increased
115	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$205M	-$56.6M	3	1.57%	Reduced
116	APG Asset Management Amsterdam, Netherlands	$204M	-$6.81M	9	0.53%	Reduced
117	Amundi Asset Management US Boston, Massachusetts	$204M	-$2.81M	2	0.78%	Reduced
118	EPCM Eton Park Capital Management New York	$203M	+$68.9M	1	3.46%	Increased
119	Horizon Kinetics New York	$203M	-$22.5M	1	2.54%	Reduced
120	Federated Hermes Pittsburgh, Pennsylvania	$194M	+$9.2M	9	0.65%	Increased
121	Temasek Holdings Singapore	$191M	$0	1	2.97%	Maintained
122	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$188M	+$45.4M	11	1.21%	Increased
123	BAMCO Inc New York	$187M	+$15.7M	4	0.76%	Increased
124	D.E. Shaw & Co New York	$187M	-$41.4M	17	0.27%	Reduced
125	USAA United Services Automobile Association San Antonio, Texas	$186M	+$4.94M	11	0.72%	Increased