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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	HSBC Holdings London, United Kingdom	$98.3M	-$15.3M	13	0.25%	Reduced
202	Loomis, Sayles & Company Boston, Massachusetts	$97M	+$17.2M	7	0.29%	Increased
203	Kornitzer Capital Management Shawnee Mission, Kansas	$94.7M	+$18.4M	5	1.5%	Increased
204	GC GMT Capital Atlanta, Georgia	$94.6M	-$15.4M	4	2.4%	Reduced
205	Tocqueville Asset Management New York	$94.3M	-$1.69M	6	1.26%	Reduced
206	PIMC Praesidium Investment Management Company New York	$93.9M	-$26.3M	2	8.74%	Reduced
207	MC MSD Capital New York	$93.4M	+$114M	1	12.46%	New
208	Arrowstreet Capital Boston, Massachusetts	$91.5M	+$50.6M	12	0.43%	Increased
209	Barclays London, United Kingdom	$91.5M	-$39.4M	18	0.11%	Reduced
210	PHAM Pacific Heights Asset Management San Francisco, California	$91M	$0	2	7.19%	Maintained
211	Eagle Asset Management St Petersburg, Florida	$90.9M	-$107M	4	0.62%	Reduced
212	Cooke & Bieler Philadelphia, Pennsylvania	$90.3M	+$42.6M	1	2.12%	Increased
213	Williams Jones & Associates New York	$89M	-$1.84M	3	4.01%	Reduced
214	Silvercrest Asset Management New York	$88.4M	+$4.23M	4	1.35%	Increased
215	TCG Tremblant Capital Group West Palm Beach, Florida	$88.3M	+$10.8M	2	5.67%	Increased
216	Brown Advisory Baltimore, Maryland	$85.4M	+$24.5M	9	0.31%	Increased
217	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$85.4M	-$12.7M	7	0.3%	Reduced
218	Guardian Capital (Canada) Toronto, Ontario, Canada	$84.5M	-$565K	1	1.61%	Reduced
219	HI Honeywell International Charlotte, North Carolina	$84.4M	+$1.85M	5	2.29%	Increased
220	Confluence Investment Management St. Louis, Missouri	$84.2M	+$6.78M	2	3.07%	Increased
221	CC Carlson Capital Dallas, Texas	$83.4M	+$22.9M	2	0.96%	Increased
222	Gotham Asset Management New York	$83M	+$2.1M	6	0.81%	Increased
223	OC Orange Capital Manhasset, New York	$82.6M	+$34.5M	1	6.4%	Increased
224	Brandywine Global Investment Management Philadelphia, Pennsylvania	$82.5M	+$7.97M	6	0.54%	Increased
225	Janus Henderson Group London,	$81.7M	+$42.5M	8	0.72%	Increased