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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	GJL Gendell Jeffrey L	$187M	-$595K	1	21.03%	Reduced
152	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$184M	+$101M	10	0.45%	Increased
153	BAMCO Inc New York	$183M	+$6.76M	6	0.84%	Increased
154	Wedge Capital Management Charlotte, North Carolina	$183M	-$9.1M	5	1.76%	Reduced
155	Man Group London, United Kingdom	$183M	+$187M	13	0.84%	New
156	HRES Heitman Real Estate Securities Chicago, Illinois	$183M	+$16.2M	4	10.19%	Increased
157	Korea Investment Corp Seoul, South Korea	$182M	-$41.3M	7	0.85%	Reduced
158	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$182M	+$5.56M	3	1.1%	Increased
159	YEPX Yorktown Energy Partners X New York	$181M	-$26.5M	1	41.92%	Reduced
160	Brown Advisory Baltimore, Maryland	$179M	+$26M	11	0.58%	Increased
161	Cooke & Bieler Philadelphia, Pennsylvania	$175M	-$12.2M	2	3.27%	Reduced
162	William Blair Investment Management Chicago, Illinois	$173M	+$9.78M	4	0.66%	Increased
163	TAM Third Avenue Management New York	$172M	-$7.93M	3	8.76%	Reduced
164	Aviva London, United Kingdom	$167M	+$10.8M	8	1.02%	Increased
165	SAM Securian Asset Management St Paul, Minnesota	$166M	+$11.6M	10	4.25%	Increased
166	Bessemer Group Woodbridge, New Jersey	$165M	+$2.72M	11	0.64%	Increased
167	SSM Sound Shore Management Greenwich, Connecticut	$163M	-$22.8M	1	2.63%	Reduced
168	Confluence Investment Management St. Louis, Missouri	$163M	-$4.67M	3	3.01%	Reduced
169	ZP Zimmer Partners New York	$161M	-$115M	3	2.91%	Reduced
170	Public Employees Retirement Association of Colorado Denver, Colorado	$161M	+$14.3M	18	1.07%	Increased
171	CIBC Private Wealth Group Atlanta, Georgia	$157M	-$31.5M	14	0.68%	Reduced
172	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$156M	-$918K	17	0.82%	Reduced
173	Balyasny Asset Management Chicago, Illinois	$156M	-$66.6M	15	0.65%	Reduced
174	Citigroup New York	$152M	-$148M	27	0.13%	Reduced
175	Capital Advisors Inc Tulsa, Oklahoma	$152M	-$1.86M	3	9.14%	Reduced