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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
126	RS Investment Management San Francisco, California	$205M	-$11.3M	5	2.03%	Reduced
127	APG Asset Management Amsterdam, Netherlands	$202M	-$15.5M	8	0.42%	Reduced
128	Lord, Abbett & Co Jersey City, New Jersey	$201M	-$20.6M	10	0.63%	Reduced
129	Two Sigma Advisers New York	$200M	-$54M	13	1.12%	Reduced
130	GJL Gendell Jeffrey L	$196M	$0	1	37.25%	Maintained
131	USAA United Services Automobile Association San Antonio, Texas	$195M	-$2.91M	12	0.7%	Reduced
132	Two Sigma Investments New York	$190M	-$104M	15	0.9%	Reduced
133	Davenport & Co Richmond, Virginia	$188M	+$846K	2	2.95%	Increased
134	Citadel Advisors Miami, Florida	$187M	+$10.7M	18	0.24%	Increased
135	New York State Teachers Retirement System (NYSTRS) Albany, New York	$184M	+$5.59M	11	0.49%	Increased
136	Fiera Capital (Canada) Montreal, Quebec, Canada	$181M	+$22.5M	1	1.33%	Increased
137	Raymond James & Associates St Petersburg, Florida	$181M	+$28.6M	15	0.61%	Increased
138	Bank of Nova Scotia Toronto, Ontario, Canada	$178M	-$120M	4	1.1%	Reduced
139	Burgundy Asset Management Toronto, Ontario, Canada	$176M	+$154M	1	1.83%	Increased
140	Markel Group Glen Allen, Virginia	$176M	+$160K	1	4.71%	Increased
141	Pictet Asset Management (UK) London, United Kingdom	$173M	+$9.32M	6	0.76%	Increased
142	Sustainable Growth Advisers Stamford, Connecticut	$172M	+$12M	1	3.78%	Increased
143	TAM Third Avenue Management New York	$171M	+$12M	2	6.58%	Increased
144	USS Investment Management London, United Kingdom	$170M	+$13.2M	1	2.86%	Increased
145	RhumbLine Advisers Boston, Massachusetts	$169M	+$7.55M	17	0.52%	Increased
146	Acadian Asset Management Boston, Massachusetts	$167M	-$8.39M	9	0.84%	Reduced
147	Miller Howard Investments Kingston, New York	$165M	-$25.8M	2	3.05%	Reduced
148	BRIM Broad Run Investment Management Arlington, Virginia	$163M	+$2.82K	1	8.15%	Increased
149	AGF Investments Inc Toronto, Ontario, Canada	$162M	+$1.46M	3	1.96%	Increased
150	Lyrical Asset Management New York	$162M	+$32.4M	1	3.52%	Increased