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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	Partners Value Investments Hamilton, Bermuda	$252M	$0	1	37.41%	Maintained
127	State Board of Administration of Florida Retirement System Tallahassee, Florida	$251M	+$8.08M	18	0.68%	Increased
128	Burgundy Asset Management Toronto, Ontario, Canada	$250M	-$20.4M	1	2.36%	Reduced
129	OMERS Administration Corp Toronto, Ontario, Canada	$250M	+$21.1M	1	2.76%	Increased
130	Barings Charlotte, North Carolina	$247M	+$15.1M	8	4.43%	Increased
131	ACM Adelante Capital Management Alameda, California	$243M	+$65.6M	3	13.42%	Increased
132	STRS Ohio Columbus, Ohio	$242M	-$4.28M	18	1.04%	Reduced
133	LCS Levin Capital Strategies New York	$238M	+$33.8M	5	4.03%	Increased
134	Coatue Management New York	$237M	$0	1	1.93%	Maintained
135	Markel Group Glen Allen, Virginia	$224M	+$2.95M	1	4.47%	Increased
136	LSV Asset Management Chicago, Illinois	$221M	-$9.54M	4	0.37%	Reduced
137	BRIM Broad Run Investment Management Arlington, Virginia	$220M	-$36.9K	1	7.37%	Reduced
138	Davenport & Co Richmond, Virginia	$219M	-$1.01M	3	2.78%	Reduced
139	Sustainable Growth Advisers Stamford, Connecticut	$219M	-$2.93M	1	2.98%	Reduced
140	Egerton Capital (UK) London, United Kingdom	$217M	+$132M	1	1.94%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$216M	+$14.1M	20	0.85%	Increased
142	BNP Paribas Financial Markets Paris, France	$215M	+$59.8M	22	0.52%	Increased
143	Confluence Investment Management St. Louis, Missouri	$214M	+$82M	3	4.1%	Increased
144	GJL Gendell Jeffrey L	$214M	$0	1	17.09%	Maintained
145	ZP Zimmer Partners New York	$212M	+$493K	1	4.72%	Increased
146	IAM Iridian Asset Management Westport, Connecticut	$212M	+$40.4M	2	1.81%	Increased
147	Bank of Nova Scotia Toronto, Ontario, Canada	$212M	-$22.3M	7	1.23%	Reduced
148	CIBC Private Wealth Group Atlanta, Georgia	$210M	+$180M	9	0.96%	Increased
149	Panagora Asset Management Boston, Massachusetts	$208M	+$61.3M	16	0.82%	Increased
150	Korea Investment Corp Seoul, South Korea	$205M	-$46.2M	8	0.95%	Reduced