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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	IAM Iridian Asset Management Westport, Connecticut	$255M	+$5.03M	3	3.69%	Increased
127	Alkeon Capital Management New York	$255M	+$8.06M	1	1.01%	Increased
128	Baupost Group Boston, Massachusetts	$248M	$0	1	2.25%	Maintained
129	BAMCO Inc New York	$248M	-$8.22M	4	0.99%	Reduced
130	Tiger Global Management New York	$248M	+$209M	2	1.34%	Increased
131	HRES Heitman Real Estate Securities Chicago, Illinois	$245M	-$67.1M	3	10.72%	Reduced
132	Wasatch Advisors Salt Lake City, Utah	$242M	-$39.7M	4	2.36%	Reduced
133	Sarasin & Partners London, United Kingdom	$237M	-$7.47M	3	4.14%	Reduced
134	TCW Group Los Angeles, California	$237M	-$20.3M	6	2.52%	Reduced
135	Schroder Investment Management Group London, United Kingdom	$232M	+$112M	10	0.16%	Increased
136	Cooke & Bieler Philadelphia, Pennsylvania	$230M	-$3.72M	2	4.02%	Reduced
137	GJL Gendell Jeffrey L	$228M	-$218K	1	28.55%	Reduced
138	HSBC Holdings London, United Kingdom	$227M	-$19.3M	17	0.43%	Reduced
139	BRIM Broad Run Investment Management Arlington, Virginia	$225M	-$5.77M	1	9.78%	Reduced
140	JP Morgan Private Wealth Advisors San Francisco, California	$224M	+$9.38M	11	1.22%	Increased
141	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$219M	-$4.03M	16	1.18%	Reduced
142	TimesSquare Capital Management New York	$219M	-$40.4M	4	1.69%	Reduced
143	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$218M	+$58.2M	6	0.73%	Increased
144	EARNEST Partners Atlanta, Georgia	$215M	+$6.78M	11	1.94%	Increased
145	Axa Paris, France	$213M	+$10M	12	0.83%	Increased
146	Jennison Associates New York	$212M	+$23.9M	6	0.21%	Increased
147	Man Group London, United Kingdom	$212M	-$31.5M	15	0.76%	Reduced
148	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$211M	-$52.8M	4	5.39%	Reduced
149	Public Employees Retirement Association of Colorado Denver, Colorado	$210M	+$14.2M	18	1.29%	Increased
150	Panagora Asset Management Boston, Massachusetts	$208M	+$11.8M	18	0.93%	Increased