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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	BAMCO Inc New York	$244M	+$13.3M	3	1.01%	Increased
102	APG Asset Management Amsterdam, Netherlands	$241M	+$17M	9	0.49%	Increased
103	Allianz Asset Management Munich, Germany	$240M	+$45.8M	14	0.29%	Increased
104	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$238M	-$37.2M	21	0.35%	Reduced
105	SCM Steadfast Capital Management New York	$235M	+$240M	1	3.98%	New
106	Lasalle Investment Management Securities Baltimore, Maryland	$234M	+$35.1M	1	3.33%	Increased
107	Schroder Investment Management Group London, United Kingdom	$232M	-$14M	7	0.31%	Reduced
108	Diamond Hill Capital Management Columbus, Ohio	$230M	+$6.66M	1	1.78%	Increased
109	Beck Mack & Oliver New York	$230M	-$2.74M	3	5.42%	Reduced
110	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$225M	+$2.95M	8	0.45%	Increased
111	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$224M	-$13.3M	7	0.54%	Reduced
112	UBS Zurich, Switzerland	$219M	+$65.4M	25	0.16%	Increased
113	Horizon Kinetics New York	$214M	-$4.79M	1	2.76%	Reduced
114	BlackRock Advisors Wilmington, Delaware	$212M	-$133M	19	0.21%	Reduced
115	ACM AEW Capital Management Boston, Massachusetts	$209M	-$6.02M	1	5.11%	Reduced
116	Calamos Advisors Naperville, Illinois	$203M	-$24.2M	3	1.35%	Reduced
117	Munder Capital Management Birmingham, Michigan	$203M	+$292K	6	1.51%	Increased
118	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$201M	-$20.8M	1	1.63%	Reduced
119	Eagle Asset Management St Petersburg, Florida	$197M	+$22.9M	4	1.13%	Increased
120	Gates Capital Management New York	$195M	+$35.6M	1	5.86%	Increased
121	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$190M	+$13.3M	17	0.47%	Increased
122	MICM Matthews International Capital Management San Francisco, California	$190M	-$98.3K	1	8.82%	Reduced
123	Citigroup New York	$187M	+$4.24M	25	0.16%	Increased
124	State of Wisconsin Investment Board Madison, Wisconsin	$185M	-$3.15M	12	0.67%	Reduced
125	Acadian Asset Management Boston, Massachusetts	$184M	+$8.15M	6	0.89%	Increased