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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	SC Schooner Capital Vero Beach, Florida	$178M	-$2.51M	1	100%	Reduced
152	FTCM Fir Tree Capital Management New York	$175M	-$17M	1	5.27%	Reduced
153	Brown Advisory Baltimore, Maryland	$173M	+$15.2M	11	0.53%	Increased
154	YEPX Yorktown Energy Partners X New York	$173M	+$170M	1	40.13%	New
155	Cooke & Bieler Philadelphia, Pennsylvania	$173M	-$35.1M	2	3.33%	Reduced
156	William Blair Investment Management Chicago, Illinois	$172M	-$832K	3	0.63%	Reduced
157	GA Geneva Advisors Chicago, Illinois	$172M	-$1.16M	7	2.96%	Reduced
158	Alkeon Capital Management New York	$170M	+$10.5M	1	1.37%	Increased
159	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$170M	+$5.31M	5	1.11%	Increased
160	IAM Iridian Asset Management Westport, Connecticut	$169M	+$31.2M	2	1.49%	Increased
161	SSM Sound Shore Management Greenwich, Connecticut	$168M	+$25.8M	1	2.76%	Increased
162	HSBC Holdings London, United Kingdom	$167M	-$8.29M	11	0.31%	Reduced
163	SAM Securian Asset Management St Paul, Minnesota	$167M	-$10.5M	10	4.38%	Reduced
164	D.E. Shaw & Co New York	$166M	+$43.7M	16	0.28%	Increased
165	ACM Adelante Capital Management Alameda, California	$166M	-$14.4M	2	9.38%	Reduced
166	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$165M	+$76.6M	2	2.52%	Increased
167	Wedge Capital Management Charlotte, North Carolina	$163M	+$33.3M	5	1.56%	Increased
168	Fred Alger Management New York	$159M	+$36M	7	0.76%	Increased
169	Waddell & Reed Financial Overland Park, Kansas	$155M	+$13.3M	3	0.34%	Increased
170	Aviva London, United Kingdom	$151M	+$20.9M	8	0.84%	Increased
171	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$147M	+$48.8M	5	6.48%	Increased
172	IC Inverness Counsel New York	$146M	-$1.11M	1	10.11%	Reduced
173	BNP Paribas Financial Markets Paris, France	$146M	-$33M	22	0.44%	Reduced
174	USS Investment Management London, United Kingdom	$145M	-$30.9M	1	1.35%	Reduced
175	Loomis, Sayles & Company Boston, Massachusetts	$144M	-$11.4M	9	0.34%	Reduced