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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	D.E. Shaw & Co New York	$130M	-$38.4M	17	0.23%	Reduced
177	Duff & Phelps Investment Management Chicago, Illinois	$127M	+$19.4M	2	2.02%	Increased
178	Janus Henderson Group London,	$127M	+$17.9M	9	1.03%	Increased
179	Credit Agricole Montrouge Cedex, France	$124M	+$45.1M	14	0.59%	Increased
180	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$122M	-$1.89M	3	6.02%	Reduced
181	Stifel Financial St. Louis, Missouri	$122M	-$12.6M	14	0.65%	Reduced
182	River Road Asset Management Louisville, Kentucky	$120M	-$17.9M	1	2.15%	Reduced
183	Resolution Capital Sydney, NSW, Australia	$119M	+$15.1M	2	8.41%	Increased
184	HRES Heitman Real Estate Securities Chicago, Illinois	$118M	-$51.6M	3	6.5%	Reduced
185	Wedge Capital Management Charlotte, North Carolina	$117M	-$1.25M	3	1.22%	Reduced
186	PNC Financial Services Group Pittsburgh, Pennsylvania	$115M	-$5.2M	19	0.13%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$115M	-$35.6M	8	0.52%	Reduced
188	SF Schooner Foundation Boston, Massachusetts	$114M	$0	1	100%	Maintained
189	Thompson Siegel & Walmsley Richmond, Virginia	$114M	-$16.9M	9	1.85%	Reduced
190	Horizon Kinetics New York	$111M	-$11.7M	1	2.77%	Reduced
191	CCMH Cornerstone Capital Management Holdings New York	$108M	+$14.7M	11	0.91%	Increased
192	Wasatch Advisors Salt Lake City, Utah	$108M	-$21.9M	4	1.65%	Reduced
193	Cooke & Bieler Philadelphia, Pennsylvania	$108M	-$4.15M	1	2.41%	Reduced
194	Brown Advisory Baltimore, Maryland	$108M	+$5.3M	10	0.37%	Increased
195	Hotchkis & Wiley Capital Management Los Angeles, California	$107M	-$23.9M	1	0.45%	Reduced
196	Ninety One (UK) London, United Kingdom	$106M	+$67.9M	4	0.57%	Increased
197	MP Makaira Partners La Jolla, California	$104M	+$1.89M	1	16.07%	Increased
198	Silvercrest Asset Management New York	$104M	+$3.78M	4	1.43%	Increased
199	Select Equity Group New York	$101M	-$24.2M	1	0.85%	Reduced
200	Kornitzer Capital Management Shawnee Mission, Kansas	$101M	-$16.3M	5	1.73%	Reduced