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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	Fidelity International Hamilton, Bermuda	$262M	-$34.2M	4	0.98%	Reduced
102	LCS Levin Capital Strategies New York	$255M	-$24.9M	5	3.93%	Reduced
103	Citadel Advisors Miami, Florida	$254M	-$55M	19	0.29%	Reduced
104	Diamond Hill Capital Management Columbus, Ohio	$254M	+$3.67M	1	2%	Increased
105	Select Equity Group New York	$254M	-$13.4M	1	2.59%	Reduced
106	APG Asset Management Amsterdam, Netherlands	$247M	+$23.1M	9	0.53%	Increased
107	Beck Mack & Oliver New York	$245M	-$7.14M	3	5.5%	Reduced
108	AQR Capital Management Greenwich, Connecticut	$244M	+$113M	16	0.66%	Increased
109	William Blair & Company Chicago, Illinois	$239M	+$64.9M	9	0.39%	Increased
110	ACM AEW Capital Management Boston, Massachusetts	$234M	+$4.14M	1	5.31%	Increased
111	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$231M	-$50.8M	2	1.64%	Reduced
112	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$229M	-$4.24M	8	0.47%	Reduced
113	BAMCO Inc New York	$229M	+$16.2M	4	0.91%	Increased
114	I.G. Investment Management Winnipeg, Manitoba, Canada	$227M	+$69.7M	9	0.78%	Increased
115	Allianz Asset Management Munich, Germany	$224M	-$86.8M	13	0.28%	Reduced
116	Amundi Asset Management US Boston, Massachusetts	$221M	+$10.6M	3	0.85%	Increased
117	Lasalle Investment Management Securities Baltimore, Maryland	$219M	-$77.7M	1	3.32%	Reduced
118	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$215M	-$5.37M	3	1.73%	Reduced
119	Horizon Kinetics New York	$214M	-$4.52M	1	2.68%	Reduced
120	D.E. Shaw & Co New York	$213M	+$3.49M	14	0.29%	Increased
121	Federated Hermes Pittsburgh, Pennsylvania	$212M	+$6.02M	10	0.67%	Increased
122	Guggenheim Capital Chicago, Illinois	$212M	+$54.8M	20	0.54%	Increased
123	Eagle Asset Management St Petersburg, Florida	$211M	+$38.7M	3	1.14%	Increased
124	Munder Capital Management Birmingham, Michigan	$209M	-$27M	5	1.49%	Reduced
125	USAA United Services Automobile Association San Antonio, Texas	$205M	+$10.3M	10	0.75%	Increased