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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
151	D.E. Shaw & Co New York	$170M	-$135M	18	0.26%	Reduced
152	SSM Sound Shore Management Greenwich, Connecticut	$169M	+$19M	1	2.71%	Increased
153	TAM Third Avenue Management New York	$165M	-$10.4M	3	4.14%	Reduced
154	EARNEST Partners Atlanta, Georgia	$165M	-$10.3M	3	1.42%	Reduced
155	AGF Investments Inc Toronto, Ontario, Canada	$164M	-$20.6M	3	1.79%	Reduced
156	Security Capital Research & Management Chicago, Illinois	$164M	+$10.6M	1	5.89%	Increased
157	HSBC Holdings London, United Kingdom	$163M	+$46.4M	13	0.31%	Increased
158	State of New Jersey Common Pension Fund D Trenton, New Jersey	$163M	-$2.6M	7	0.64%	Reduced
159	OCAM Owl Creek Asset Management New York	$161M	-$4.25M	1	8.67%	Reduced
160	Prudential plc London, England, United Kingdom	$160M	-$11.2M	2	0.71%	Reduced
161	Miller Howard Investments Kingston, New York	$157M	+$5.26M	2	2.38%	Increased
162	Stifel Financial St. Louis, Missouri	$157M	+$38.9M	13	0.86%	Increased
163	Asset Management One Tokyo, Japan	$157M	+$18.3M	10	1.93%	Increased
164	CIBC Asset Management Toronto, Ontario, Canada	$156M	-$18.4M	9	1.11%	Reduced
165	Sustainable Growth Advisers Stamford, Connecticut	$156M	-$16.6M	1	3.59%	Reduced
166	EPCM Eton Park Capital Management New York	$156M	-$7.25M	1	4.5%	Reduced
167	GC GMT Capital Atlanta, Georgia	$155M	-$6.24M	3	3.76%	Reduced
168	Gotham Asset Management New York	$155M	-$11.8M	6	1.18%	Reduced
169	NFA Nationwide Fund Advisors Columbus, Ohio	$154M	+$62.2M	18	0.62%	Increased
170	Raymond James & Associates St Petersburg, Florida	$152M	+$48.4M	12	0.67%	Increased
171	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$150M	-$6.92M	1	3.4%	Reduced
172	PNC Financial Services Group Pittsburgh, Pennsylvania	$150M	-$12.6M	21	0.16%	Reduced
173	Calamos Advisors Naperville, Illinois	$149M	+$5.46M	4	0.94%	Increased
174	RhumbLine Advisers Boston, Massachusetts	$149M	-$2.89M	18	0.43%	Reduced
175	Winton Group London, United Kingdom	$144M	+$72.9M	3	1.15%	Increased