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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	BRIM Broad Run Investment Management Arlington, Virginia	$167M	+$1.55M	1	7.6%	Increased
152	TAM Third Avenue Management New York	$167M	-$1.71M	3	7.66%	Reduced
153	MP MSD Partners New York	$165M	$0	1	13.32%	Maintained
154	Acadian Asset Management Boston, Massachusetts	$165M	-$30M	7	0.82%	Reduced
155	D.E. Shaw & Co New York	$164M	+$39.2M	16	0.29%	Increased
156	SAM Securian Asset Management St Paul, Minnesota	$163M	-$7.74M	9	4.4%	Reduced
157	LCS Levin Capital Strategies New York	$163M	-$30.3M	5	2.39%	Reduced
158	BNP Paribas Asset Management Paris, France	$161M	+$22.2M	11	1.37%	Increased
159	CI Investments Inc Toronto, Ontario, Canada	$160M	+$30.6M	2	1.75%	Increased
160	IAM Iridian Asset Management Westport, Connecticut	$157M	+$73.6M	1	1.37%	Increased
161	Sustainable Growth Advisers Stamford, Connecticut	$155M	-$8.5M	1	2.92%	Reduced
162	Korea Investment Corp Seoul, South Korea	$155M	+$64.7M	7	0.82%	Increased
163	GA Geneva Advisors Chicago, Illinois	$155M	-$1.11M	7	2.9%	Reduced
164	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$153M	+$37.7M	10	0.56%	Increased
165	Royce & Associates New York	$153M	+$5.85M	9	1.01%	Increased
166	MICM Matthews International Capital Management San Francisco, California	$152M	-$48.3M	1	6.26%	Reduced
167	Asset Management One Tokyo, Japan	$152M	-$6.31M	12	2.25%	Reduced
168	SSM Sound Shore Management Greenwich, Connecticut	$151M	-$410K	1	2.68%	Reduced
169	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$148M	+$57.5M	7	3.23%	Increased
170	Miller Howard Investments Kingston, New York	$147M	-$18M	2	2.71%	Reduced
171	Thrivent Financial for Lutherans Minneapolis, Minnesota	$146M	-$29.5M	13	0.67%	Reduced
172	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$142M	+$20.9M	2	1.39%	Increased
173	Abrams Capital Management Boston, Massachusetts	$141M	$0	1	7%	Maintained
174	Silvercrest Asset Management New York	$139M	+$7.22M	4	1.67%	Increased
175	HSBC Holdings London, United Kingdom	$137M	-$7.76M	12	0.34%	Reduced