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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
201	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$90.3M	+$85.2M	1	14.59%	New
202	SRS Investment Management New York	$89M	+$82.8M	1	6.64%	New
203	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$88.8M	+$88M	11	0.84%	New
204	Santa Barbara Asset Management Los Angeles, California	$87.6M	+$83.9M	1	2.28%	New
205	Madison Investment Holdings Madison, Wisconsin	$85.3M	+$86.5M	2	1.87%	New
206	Two Sigma Advisers New York	$84.5M	+$94.4M	12	1.21%	New
207	Retirement Systems of Alabama Montgomery, Alabama	$84.2M	+$87.7M	6	0.56%	New
208	HSBC Holdings London, United Kingdom	$84.2M	+$87.7M	10	0.25%	New
209	Balyasny Asset Management Chicago, Illinois	$84.2M	+$86.5M	4	1.41%	New
210	Guardian Capital (Canada) Toronto, Ontario, Canada	$84.1M	+$85.2M	3	1.48%	New
211	First Trust Advisors Wheaton, Illinois	$83.5M	+$89.5M	12	0.54%	New
212	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$83.4M	+$93.8M	1	3.34%	New
213	Arrowstreet Capital Boston, Massachusetts	$83.1M	+$89.8M	7	0.62%	New
214	IC Inverness Counsel New York	$81.9M	+$78.8M	1	7.31%	New
215	OCAM Owl Creek Asset Management New York	$81.5M	+$98.1M	2	4.31%	New
216	Scout Investments Kansas City, Missouri	$81.3M	+$86.8M	2	0.94%	New
217	Millennium Management New York	$81.2M	+$82.5M	16	0.25%	New
218	Axa Paris, France	$81.2M	+$87M	6	0.43%	New
219	Factory Mutual Insurance Waltham, Massachusetts	$80.9M	+$76.7M	2	1.33%	New
220	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$80.9M	+$85.9M	7	2.28%	New
221	Fidelity International Hamilton, Bermuda	$80.5M	+$73.1M	4	0.46%	New
222	VVP Vulcan Value Partners Birmingham, Alabama	$80.2M	+$77.2M	1	3.52%	New
223	Bahl & Gaynor Cincinnati, Ohio	$79.9M	+$80.7M	2	1.51%	New
224	CCM Cadian Capital Management New York	$79.8M	+$89.8M	1	2.45%	New
225	Comerica Bank Dallas, Texas	$79.1M	+$79.7M	15	0.64%	New