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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	Lyrical Asset Management New York	$267M	-$354K	1	5.04%	Reduced
177	Aviva London, United Kingdom	$263M	-$25M	13	1.1%	Reduced
178	Hood River Capital Management Palm Beach Gardens, Florida	$258M	+$45.9M	5	8.29%	Increased
179	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$257M	+$34M	11	1.34%	Increased
180	Westwood Holdings Group Dallas, Texas	$252M	-$32.8M	11	2.35%	Reduced
181	ESCM Echo Street Capital Management New York	$249M	+$26.7M	5	2.32%	Increased
182	Two Sigma Advisers New York	$248M	+$99.9M	17	0.64%	Increased
183	ProShare Advisors Bethesda, Maryland	$248M	-$2.75M	19	0.77%	Reduced
184	Man Group London, United Kingdom	$243M	-$202M	0	–	Closed
185	Scotia Capital Toronto, Ontario, Canada	$242M	+$634K	10	1.75%	Increased
186	CET Clean Energy Transition London, United Kingdom	$241M	-$43M	2	35.05%	Reduced
187	Pacer Advisors Malvern, Pennsylvania	$236M	+$22.2M	13	0.9%	Increased
188	Jane Street New York	$236M	+$35M	37	0.08%	Increased
189	Storebrand Asset Management Lysaker, Norway	$235M	-$3.71M	14	1.12%	Reduced
190	Cooke & Bieler Philadelphia, Pennsylvania	$234M	+$796K	1	2.28%	Increased
191	Alkeon Capital Management New York	$232M	$0	1	0.42%	Maintained
192	Truist Financial Charlotte, North Carolina	$229M	+$9.15M	18	0.38%	Increased
193	Osaic Holdings Scottsdale, Arizona	$228M	+$69.7M	40	0.34%	Increased
194	PointState Capital New York	$218M	-$27.8M	2	3.73%	Reduced
195	Wasatch Advisors Salt Lake City, Utah	$216M	-$26.4M	5	1.37%	Reduced
196	Baird Financial Group Milwaukee, Wisconsin	$215M	+$8.76M	13	0.59%	Increased
197	Segall Bryant & Hamill Chicago, Illinois	$214M	-$50.4M	8	2.48%	Reduced
198	Employees Retirement System of Texas Austin, Texas	$211M	-$13.4M	3	3.13%	Reduced
199	VanEck Associates New York	$209M	+$5.74M	20	0.46%	Increased
200	Burgundy Asset Management Toronto, Ontario, Canada	$208M	+$1.35M	2	2.56%	Increased