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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	Balyasny Asset Management Chicago, Illinois	$104M	+$36.9M	5	0.8%	Increased
202	BlackRock Japan Tokyo, Japan	$104M	+$6.69M	12	0.45%	Increased
203	Resolution Capital Sydney, NSW, Australia	$103M	-$4.14M	1	10.53%	Reduced
204	Putnam Investments Boston, Massachusetts	$102M	+$21.7M	7	0.22%	Increased
205	CCM Cadian Capital Management New York	$102M	-$20.9M	1	2.67%	Reduced
206	Thornburg Investment Management Santa Fe, New Mexico	$100M	-$20.9M	2	0.45%	Reduced
207	Lord, Abbett & Co Jersey City, New Jersey	$99.7M	+$25.1M	5	0.25%	Increased
208	Point72 Asset Management Stamford, Connecticut	$99M	-$2.89M	6	0.75%	Reduced
209	OC Orange Capital Manhasset, New York	$98.4M	+$100M	1	7.1%	New
210	OCM Osterweis Capital Management San Francisco, California	$98.4M	+$32.1K	1	3.02%	Increased
211	Guardian Capital (Canada) Toronto, Ontario, Canada	$96.9M	+$3.75M	3	1.46%	Increased
212	MTB Mizuho Trust & Banking Tokyo, Japan	$96.1M	-$2.61M	7	0.36%	Reduced
213	Madison Investment Holdings Madison, Wisconsin	$95.5M	-$10.8M	1	2.11%	Reduced
214	Douglas C. Lane & Associates New York	$94.2M	+$5.35M	3	2.81%	Increased
215	PHAM Pacific Heights Asset Management San Francisco, California	$94M	-$6.35M	2	3.76%	Reduced
216	Arrowstreet Capital Boston, Massachusetts	$89.3M	+$18.2M	9	0.48%	Increased
217	ING Group Amsterdam, Netherlands	$88.1M	-$69.6M	4	0.51%	Reduced
218	IIM Ivory Investment Management New York	$86.7M	+$4.05M	1	2.85%	Increased
219	BNP Paribas Asset Management Paris, France	$86.5M	+$13.5M	9	0.7%	Increased
220	DL Delta Lloyd Amsterdam, Netherlands	$86.1M	-$2.47M	7	0.78%	Reduced
221	Thrivent Financial for Lutherans Minneapolis, Minnesota	$85.6M	-$6.98M	14	0.49%	Reduced
222	CM CS McKee Pittsburgh, Pennsylvania	$83.7M	-$6.45M	1	1.92%	Reduced
223	GC Greenlight Capital New York	$83.6M	+$85.4M	1	1.21%	New
224	Johnson Investment Counsel Cincinnati, Ohio	$80.7M	+$41.4M	3	2.7%	Increased
225	ACM Adelante Capital Management Alameda, California	$80.6M	+$5.26M	1	4.08%	Increased