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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	Stifel Financial St. Louis, Missouri	$118M	-$26.2M	15	0.62%	Reduced
177	Waddell & Reed Financial Overland Park, Kansas	$118M	+$4.13M	5	0.19%	Increased
178	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$117M	-$7.56M	3	5.68%	Reduced
179	Select Equity Group New York	$117M	-$1.71M	1	1.12%	Reduced
180	Loomis, Sayles & Company Boston, Massachusetts	$116M	+$11.1M	8	0.33%	Increased
181	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$116M	+$3.21M	2	1.35%	Increased
182	USSCPF United States Steel & Carnegie Pension Fund New York	$115M	$0	2	2.71%	Maintained
183	Samlyn Capital New York	$114M	+$12.8M	1	2.35%	Increased
184	Horizon Kinetics New York	$113M	-$21.3M	1	2.43%	Reduced
185	Wedge Capital Management Charlotte, North Carolina	$113M	-$1.34M	3	1.19%	Reduced
186	River Road Asset Management Louisville, Kentucky	$112M	-$63.4M	1	1.95%	Reduced
187	Hotchkis & Wiley Capital Management Los Angeles, California	$111M	+$60.9M	1	0.45%	Increased
188	Thornburg Investment Management Santa Fe, New Mexico	$110M	-$21.8M	2	0.7%	Reduced
189	GA Geneva Advisors Chicago, Illinois	$110M	-$1.89M	4	2.11%	Reduced
190	Kornitzer Capital Management Shawnee Mission, Kansas	$109M	-$3.14M	5	1.79%	Reduced
191	HSBC Holdings London, United Kingdom	$108M	+$2.02M	12	0.26%	Increased
192	PNC Financial Services Group Pittsburgh, Pennsylvania	$106M	-$5.41M	20	0.12%	Reduced
193	Sculptor Capital New York	$106M	+$51.4M	2	0.58%	Increased
194	Lyrical Asset Management New York	$104M	+$4.69M	1	2.56%	Increased
195	Duff & Phelps Investment Management Chicago, Illinois	$101M	-$10.7M	2	1.7%	Reduced
196	SAM Securian Asset Management St Paul, Minnesota	$100M	+$26.6M	6	2.98%	Increased
197	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$97.9M	-$6.64M	11	0.8%	Reduced
198	Resolution Capital Sydney, NSW, Australia	$97.3M	+$43.8M	2	7.1%	Increased
199	Brown Advisory Baltimore, Maryland	$96.3M	+$4.39M	8	0.33%	Increased
200	Silvercrest Asset Management New York	$95.1M	+$489K	4	1.32%	Increased