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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	HRES Heitman Real Estate Securities Chicago, Illinois	$169M	+$31.7M	3	9.16%	Increased
152	GA Geneva Advisors Chicago, Illinois	$169M	+$1.83M	7	3.34%	Increased
153	Markel Group Glen Allen, Virginia	$168M	-$1.54M	1	4.43%	Reduced
154	NFA Nationwide Fund Advisors Columbus, Ohio	$167M	+$7.77M	19	0.72%	Increased
155	Two Sigma Investments New York	$166M	-$26.8M	15	0.71%	Reduced
156	GJL Gendell Jeffrey L	$166M	-$178K	1	33.99%	Reduced
157	MTB Mizuho Trust & Banking Tokyo, Japan	$163M	+$5.07M	7	0.5%	Increased
158	Lyrical Asset Management New York	$160M	+$5.61M	1	3.34%	Increased
159	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$159M	-$4.52M	3	7.22%	Reduced
160	Loomis, Sayles & Company Boston, Massachusetts	$159M	+$11.8M	8	0.43%	Increased
161	Asset Management One Tokyo, Japan	$158M	-$15.5M	12	2.37%	Reduced
162	TAM Third Avenue Management New York	$158M	-$7.47M	2	7.03%	Reduced
163	BRIM Broad Run Investment Management Arlington, Virginia	$156M	-$1.6M	1	7.5%	Reduced
164	Janus Henderson Group London,	$153M	+$7.28M	9	1.27%	Increased
165	Credit Agricole Montrouge Cedex, France	$153M	+$16.3M	14	0.59%	Increased
166	AGF Investments Inc Toronto, Ontario, Canada	$150M	-$20.9M	2	1.67%	Reduced
167	LSV Asset Management Chicago, Illinois	$148M	+$4.23M	5	0.3%	Increased
168	CGM Capital Growth Management Boston, Massachusetts	$148M	+$22.8M	3	6.6%	Increased
169	SEI Investments Oaks, Pennsylvania	$148M	+$1.39M	16	0.89%	Increased
170	Stifel Financial St. Louis, Missouri	$143M	+$7.85M	18	0.66%	Increased
171	Westfield Capital Management Boston, Massachusetts	$141M	-$6.56M	2	1.17%	Reduced
172	HSBC Holdings London, United Kingdom	$137M	-$2.04M	14	0.38%	Reduced
173	BNP Paribas Asset Management Paris, France	$136M	-$24.2M	11	1.15%	Reduced
174	Schroder Investment Management Group London, United Kingdom	$136M	-$94M	4	0.27%	Reduced
175	SF Schooner Foundation Boston, Massachusetts	$134M	-$650K	1	100%	Reduced