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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	Santa Barbara Asset Management Los Angeles, California	$97.2M	+$5.41M	1	2.3%	Increased
202	Panagora Asset Management Boston, Massachusetts	$96.8M	-$24.7M	15	0.48%	Reduced
203	ACM Adelante Capital Management Alameda, California	$95.2M	-$14.5M	2	5.59%	Reduced
204	AL AJO LP Philadelphia, Pennsylvania	$93M	+$61.9M	5	0.42%	Increased
205	Amundi Asset Management US Boston, Massachusetts	$91.8M	+$12.2M	4	0.37%	Increased
206	Victory Capital Management San Antonio, Texas	$91.7M	+$90.3M	5	0.66%	New
207	SCGE Management Menlo Park, California	$91.3M	+$24.7M	2	15.19%	Increased
208	SRS Investment Management New York	$90.9M	-$13.1M	1	5.49%	Reduced
209	OCAM Owl Creek Asset Management New York	$90.4M	+$8.55M	2	4.09%	Increased
210	First Trust Advisors Wheaton, Illinois	$90M	+$5.41M	11	0.49%	Increased
211	SAC Capital Advisors Stamford, Connecticut	$89.1M	-$107M	16	0.48%	Reduced
212	ING Group Amsterdam, Netherlands	$88.8M	+$44.1M	5	0.45%	Increased
213	Susquehanna International Group Bala Cynwyd, Pennsylvania	$88M	-$13.6M	12	0.05%	Reduced
214	Farallon Capital Management San Francisco, California	$86.7M	-$27.9M	2	1.78%	Reduced
215	Guardian Capital (Canada) Toronto, Ontario, Canada	$85.7M	-$1.87M	2	1.4%	Reduced
216	Axa Paris, France	$85.3M	+$1.99M	6	0.42%	Increased
217	Comerica Bank Dallas, Texas	$84.3M	+$2.59M	16	0.59%	Increased
218	Scout Investments Kansas City, Missouri	$84M	+$101K	2	0.59%	Increased
219	Factory Mutual Insurance Waltham, Massachusetts	$83.8M	-$4.37M	2	1.33%	Reduced
220	Retirement Systems of Alabama Montgomery, Alabama	$83.5M	+$164K	6	0.53%	Increased
221	Madison Investment Holdings Madison, Wisconsin	$83.5M	-$5.21M	2	1.77%	Reduced
222	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$82.9M	$0	1	2.45%	Maintained
223	AGF Investments Inc Toronto, Ontario, Canada	$82.6M	-$12.4M	1	0.93%	Reduced
224	Janus Henderson Group London,	$79.6M	+$23.4M	6	0.88%	Increased
225	CI Investments Inc Toronto, Ontario, Canada	$78.7M	+$4.7M	3	0.89%	Increased