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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	Douglas C. Lane & Associates New York	$112M	+$2.36M	3	2.93%	Increased
202	Williams Jones & Associates New York	$111M	+$596K	4	4.44%	Increased
203	HRES Heitman Real Estate Securities Chicago, Illinois	$109M	+$63.2M	2	6.02%	Increased
204	EC Eminence Capital New York	$107M	+$17.2M	1	1.66%	Increased
205	TIAAOA Teachers Insurance & Annuity Association of America New York	$106M	+$25.4M	5	3.35%	Increased
206	LSV Asset Management Chicago, Illinois	$106M	+$9.53M	4	0.22%	Increased
207	Madison Investment Holdings Madison, Wisconsin	$104M	-$4.61M	1	2.04%	Reduced
208	CI Investments Inc Toronto, Ontario, Canada	$103M	-$39.1M	3	1.08%	Reduced
209	PHAM Pacific Heights Asset Management San Francisco, California	$102M	-$3.43M	2	5.76%	Reduced
210	Capital Advisors Inc Tulsa, Oklahoma	$101M	+$25.1M	3	12.49%	Increased
211	Loomis, Sayles & Company Boston, Massachusetts	$99.9M	-$12.9M	6	0.28%	Reduced
212	WBC Westpac Banking Corp Sydney, Australia	$99.7M	+$39.2M	9	0.87%	Increased
213	HCM Hitchwood Capital Management New York	$99M	+$28.3M	1	5.28%	Increased
214	HHC Hutchin Hill Capital New York	$97M	+$24.4M	3	2.69%	Increased
215	MG Meritage Group San Francisco, California	$95.2M	+$79.2K	1	2.31%	Increased
216	BRIM Broad Run Investment Management Arlington, Virginia	$94.8M	+$10.7M	1	6.09%	Increased
217	Columbia Wanger Asset Management Chicago, Illinois	$94.6M	-$23M	2	0.51%	Reduced
218	Susquehanna International Group Bala Cynwyd, Pennsylvania	$94.3M	-$71.4M	18	0.04%	Reduced
219	Brandywine Global Investment Management Philadelphia, Pennsylvania	$93M	+$77.4M	6	0.6%	Increased
220	British Columbia Investment Management Victoria, British Columbia, Canada	$92.4M	-$32.1M	8	0.83%	Reduced
221	Guardian Capital (Canada) Toronto, Ontario, Canada	$92.3M	-$696K	1	1.57%	Reduced
222	Lyrical Asset Management New York	$91.7M	+$229K	1	2.75%	Increased
223	TimesSquare Capital Management New York	$91M	+$6.9M	2	0.49%	Increased
224	IIM Ivory Investment Management New York	$90.9M	-$20.7M	1	2.15%	Reduced
225	Lord, Abbett & Co Jersey City, New Jersey	$90M	+$18.1M	5	0.23%	Increased