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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	Edge Asset Management Seattle, Washington	$106M	-$76.4M	1	0.95%	Reduced
202	Wasatch Advisors Salt Lake City, Utah	$106M	-$12.1M	4	1.62%	Reduced
203	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$106M	+$13.3M	1	1.21%	Increased
204	Aviva London, United Kingdom	$104M	+$17.2M	8	0.72%	Increased
205	Cooke & Bieler Philadelphia, Pennsylvania	$103M	-$313K	1	2.28%	Reduced
206	Williams Jones & Associates New York	$102M	+$477K	3	3.15%	Increased
207	Hotchkis & Wiley Capital Management Los Angeles, California	$101M	-$1.36M	1	0.43%	Reduced
208	Horizon Kinetics New York	$100M	-$7.46M	1	2.52%	Reduced
209	Chevy Chase Trust Bethesda, Maryland	$100M	+$14.2M	6	0.56%	Increased
210	Confluence Investment Management St. Louis, Missouri	$99.9M	-$12.7M	2	2.75%	Reduced
211	Eagle Asset Management St Petersburg, Florida	$98.4M	+$3.3M	6	0.68%	Increased
212	MP Makaira Partners La Jolla, California	$98M	-$22.1M	1	14.33%	Reduced
213	GC GMT Capital Atlanta, Georgia	$97.2M	+$12.2M	1	2.35%	Increased
214	AIM Allen Investment Management New York	$96.7M	+$355K	3	6.72%	Increased
215	Select Equity Group New York	$96.5M	-$1.31M	1	0.85%	Reduced
216	PHAM Pacific Heights Asset Management San Francisco, California	$95.6M	-$2.35M	2	8.72%	Reduced
217	AT Alliance Trust Dundee, Scotland, United Kingdom	$94.6M	-$3.07M	1	4.36%	Reduced
218	Madison Investment Holdings Madison, Wisconsin	$94.1M	-$1.49M	2	1.95%	Reduced
219	Guardian Capital (Canada) Toronto, Ontario, Canada	$93.3M	+$2.66M	2	1.52%	Increased
220	Douglas Lane & Associates New York	$93.1M	-$5.5M	3	2.67%	Reduced
221	EC EMS Capital New York	$93.1M	$0	1	9.71%	Maintained
222	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$92M	-$4.54M	7	2.8%	Reduced
223	Kornitzer Capital Management Shawnee Mission, Kansas	$90.8M	-$20.5M	5	1.64%	Reduced
224	VVP Vulcan Value Partners Birmingham, Alabama	$90M	-$218M	1	0.89%	Reduced
225	NN Investment Partners Holdings The Hague, Netherlands	$89.8M	+$30M	7	0.85%	Increased