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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	FTCM Fir Tree Capital Management New York	$179M	-$24.8M	1	7.09%	Reduced
152	NFA Nationwide Fund Advisors Columbus, Ohio	$177M	-$9.97M	19	0.71%	Reduced
153	USAA United Services Automobile Association San Antonio, Texas	$175M	+$6.98M	15	0.55%	Increased
154	BNP Paribas Financial Markets Paris, France	$169M	+$105M	21	0.45%	Increased
155	TAM Third Avenue Management New York	$168M	-$512K	3	7.66%	Reduced
156	Fuller & Thaler Asset Management San Mateo, California	$167M	+$179M	6	2.27%	Increased
157	USS Investment Management London, United Kingdom	$164M	-$43.7M	1	2.27%	Reduced
158	ACM Adelante Capital Management Alameda, California	$163M	+$8.77M	2	8.51%	Increased
159	SAM Securian Asset Management St Paul, Minnesota	$163M	+$23.4M	10	4.35%	Increased
160	HSBC Holdings London, United Kingdom	$162M	+$552K	12	0.34%	Increased
161	Janus Henderson Group London,	$162M	+$46.9M	11	1.14%	Increased
162	BAMCO Inc New York	$162M	-$27.3M	3	0.86%	Reduced
163	William Blair Investment Management Chicago, Illinois	$161M	-$18.6M	3	0.61%	Reduced
164	GA Geneva Advisors Chicago, Illinois	$160M	-$157K	8	2.87%	Reduced
165	Brown Advisory Baltimore, Maryland	$158M	+$3.69M	10	0.54%	Increased
166	MP MSD Partners New York	$155M	-$11.3M	1	7.7%	Reduced
167	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$154M	-$166M	6	1.01%	Reduced
168	Thrivent Financial for Lutherans Minneapolis, Minnesota	$153M	+$18.2M	14	0.66%	Increased
169	Loomis, Sayles & Company Boston, Massachusetts	$152M	-$30.9M	9	0.38%	Reduced
170	Alkeon Capital Management New York	$149M	+$494K	1	2.57%	Increased
171	Royce & Associates New York	$148M	-$12.6M	9	0.97%	Reduced
172	SSM Sound Shore Management Greenwich, Connecticut	$147M	-$32.7M	1	2.44%	Reduced
173	IC Inverness Counsel New York	$145M	+$75.1M	1	10.11%	Increased
174	Arrowstreet Capital Boston, Massachusetts	$145M	+$136M	9	0.53%	New
175	IAM Iridian Asset Management Westport, Connecticut	$142M	-$39.1M	1	1.28%	Reduced