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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	EARNEST Partners Atlanta, Georgia	$125M	-$2.33M	2	1.01%	Reduced
177	WCMNY Westchester Capital Management (New York) Valhalla, New York	$125M	-$2.53M	3	1.63%	Reduced
178	VVP Vulcan Value Partners Birmingham, Alabama	$123M	+$992K	1	2.18%	Increased
179	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$122M	-$14.8M	1	10.54%	Reduced
180	Two Sigma Investments New York	$121M	+$36.4M	13	0.65%	Increased
181	KeyBank National Association Cleveland, Ohio	$120M	-$6.82M	8	0.92%	Reduced
182	Thornburg Investment Management Santa Fe, New Mexico	$118M	-$1.86M	2	0.47%	Reduced
183	SSM Sound Shore Management Greenwich, Connecticut	$118M	-$14.1M	1	2.03%	Reduced
184	Resolution Capital Sydney, NSW, Australia	$117M	+$10.3M	1	11.89%	Increased
185	NFA Nationwide Fund Advisors Columbus, Ohio	$117M	-$24.8M	15	0.54%	Reduced
186	Fred Alger Management New York	$115M	-$71.2M	5	0.57%	Reduced
187	AQR Capital Management Greenwich, Connecticut	$115M	-$30.5M	15	0.35%	Reduced
188	VOYA Investment Management Atlanta, Georgia	$115M	-$42.1M	16	0.27%	Reduced
189	SC Stralem & Co New York	$113M	-$8.17M	1	3.57%	Reduced
190	BlackRock Japan Tokyo, Japan	$110M	-$6.32M	12	0.49%	Reduced
191	AGF Investments Inc Toronto, Ontario, Canada	$108M	+$21.7M	2	1.1%	Increased
192	RS Investment Management San Francisco, California	$107M	+$17.1M	2	0.63%	Increased
193	River Road Asset Management Louisville, Kentucky	$104M	+$734K	1	1.12%	Increased
194	Nomura Holdings Tokyo, Japan	$102M	-$6.03M	12	0.03%	Reduced
195	Comerica Bank Dallas, Texas	$100M	+$21.7M	16	0.77%	Increased
196	ACM Atlanta Capital Management Atlanta, Georgia	$98.5M	-$4.86M	2	0.68%	Reduced
197	PHAM Pacific Heights Asset Management San Francisco, California	$98.4M	-$10.4M	2	3.39%	Reduced
198	CI Investments Inc Toronto, Ontario, Canada	$97.6M	+$4.6M	3	1.03%	Increased
199	MTB Mizuho Trust & Banking Tokyo, Japan	$96.3M	-$10.8M	7	0.36%	Reduced
200	OP Oldfield Partners London, United Kingdom	$95.8M	-$16.4M	2	4.58%	Reduced