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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
176	Davenport & Co Richmond, Virginia	$114M	+$10.5M	3	2.35%	Increased
177	Guggenheim Capital Chicago, Illinois	$113M	+$13M	18	0.41%	Increased
178	Disciplined Growth Investors Minneapolis, Minnesota	$112M	-$544K	1	3.26%	Reduced
179	BlackRock Japan Tokyo, Japan	$112M	-$5.49M	9	0.53%	Reduced
180	Suntrust Banks Atlanta, Georgia	$112M	-$97.9K	12	0.43%	Reduced
181	Brookfield Corp Toronto, Ontario, Canada	$111M	-$33.3M	1	0.57%	Reduced
182	UBS Zurich, Switzerland	$110M	+$8.74M	23	0.11%	Increased
183	VOYA Investment Management Atlanta, Georgia	$110M	-$9.56M	16	0.28%	Reduced
184	Brandes Investment Partners La Jolla, California	$110M	-$157M	3	1.42%	Reduced
185	MTB Mizuho Trust & Banking Tokyo, Japan	$109M	$0	6	0.46%	Maintained
186	Haverford Trust Company Radnor, Pennsylvania	$108M	+$1.18M	2	3.93%	Increased
187	SA SQ Advisors Naples, Florida	$107M	+$4.95M	1	5.7%	Increased
188	Millennium Management New York	$106M	+$22.4M	17	0.34%	Increased
189	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$106M	-$4.57M	12	0.48%	Reduced
190	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$105M	+$1.2M	1	16.2%	Increased
191	VVP Vulcan Value Partners Birmingham, Alabama	$105M	+$11.9M	1	3.21%	Increased
192	HSBC Holdings London, United Kingdom	$103M	+$16.8M	11	0.28%	Increased
193	Thornburg Investment Management Santa Fe, New Mexico	$103M	-$4.2M	1	0.41%	Reduced
194	Northern Trust Company of Connecticut Stamford, Connecticut	$102M	-$3.18M	12	0.66%	Reduced
195	Arrowstreet Capital Boston, Massachusetts	$101M	+$19.5M	7	0.64%	Increased
196	BNP Paribas Asset Management Paris, France	$100M	+$12.9M	8	0.76%	Increased
197	IC Inverness Counsel New York	$100M	+$5.29M	1	8.61%	Increased
198	YCMGA York Capital Management Global Advisors New York	$100M	+$96.1M	2	2.01%	Increased
199	Cambiar Investors Denver, Colorado	$99.6M	-$30.8M	1	1.63%	Reduced
200	Westwood Holdings Group Dallas, Texas	$99.4M	+$6.37M	3	0.84%	Increased