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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	Wedge Capital Management Charlotte, North Carolina	$204M	+$18M	6	1.9%	Increased
152	Credit Agricole Montrouge Cedex, France	$198M	-$29.7M	14	0.68%	Reduced
153	Alyeska Investment Group Chicago, Illinois	$198M	+$59.1M	2	1.48%	Increased
154	Sarasin & Partners London, United Kingdom	$198M	-$6.7M	3	3.98%	Reduced
155	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$197M	+$18.5M	5	1.18%	Increased
156	HSBC Holdings London, United Kingdom	$197M	+$20.7M	13	0.32%	Increased
157	Alkeon Capital Management New York	$197M	+$19.5M	1	1.41%	Increased
158	Cooke & Bieler Philadelphia, Pennsylvania	$192M	+$15.3M	2	3.57%	Increased
159	HRES Heitman Real Estate Securities Chicago, Illinois	$190M	-$32.8M	4	10.99%	Reduced
160	USAA United Services Automobile Association San Antonio, Texas	$190M	+$437K	15	0.55%	Increased
161	TAM Third Avenue Management New York	$189M	+$630K	3	8.54%	Increased
162	BAMCO Inc New York	$187M	-$4.03M	4	0.89%	Reduced
163	Brown Advisory Baltimore, Maryland	$184M	-$3.96M	12	0.61%	Reduced
164	SSM Sound Shore Management Greenwich, Connecticut	$183M	+$12.1M	1	3%	Increased
165	SC Schooner Capital Vero Beach, Florida	$179M	-$21.5M	1	100%	Reduced
166	William Blair Investment Management Chicago, Illinois	$178M	-$4.28M	3	0.64%	Reduced
167	Thornburg Investment Management Santa Fe, New Mexico	$177M	+$102M	2	1.27%	Increased
168	Fuller & Thaler Asset Management San Mateo, California	$172M	+$1.38M	3	2.11%	Increased
169	FTCM Fir Tree Capital Management New York	$172M	-$9.92M	1	4.9%	Reduced
170	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$169M	-$16M	2	2.71%	Reduced
171	Aviva London, United Kingdom	$166M	+$6.54M	8	0.89%	Increased
172	Waddell & Reed Financial Overland Park, Kansas	$165M	+$4.44M	3	0.37%	Increased
173	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$164M	+$16.9M	16	0.85%	Increased
174	River Road Asset Management Louisville, Kentucky	$163M	+$16.8M	3	3.19%	Increased
175	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$161M	+$6.92M	5	6.81%	Increased