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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	Miller Howard Investments Kingston, New York	$119M	-$38.3M	2	2.8%	Reduced
202	Nomura Asset Management Tokyo, Japan	$119M	+$6.27M	10	1.29%	Increased
203	Williams Jones & Associates New York	$115M	+$208K	3	2.68%	Increased
204	Loomis, Sayles & Company Boston, Massachusetts	$114M	-$11.6M	7	0.24%	Reduced
205	State of Tennessee, Department of Treasury Nashville, Tennessee	$114M	+$5.39M	13	0.58%	Increased
206	Moore Capital Management New York	$114M	-$42.1M	4	2.27%	Reduced
207	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$112M	-$53.6M	2	1.84%	Reduced
208	Silvercrest Asset Management New York	$112M	-$4.54M	4	1.09%	Reduced
209	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$110M	+$8.98M	4	0.55%	Increased
210	HA Harbor Advisors West Palm Beach, Florida	$110M	+$535K	3	37.16%	Increased
211	Arrowstreet Capital Boston, Massachusetts	$110M	-$49.1M	5	0.25%	Reduced
212	SC Schooner Capital Vero Beach, Florida	$109M	-$11.6M	1	100%	Reduced
213	Two Sigma Investments New York	$109M	-$40.5M	13	0.36%	Reduced
214	Putnam Investments Boston, Massachusetts	$108M	-$144M	10	0.25%	Reduced
215	Guardian Capital (Canada) Toronto, Ontario, Canada	$108M	+$7.2M	2	1.86%	Increased
216	Davis Selected Advisers Tucson, Arizona	$106M	+$26.4M	6	0.46%	Increased
217	DekaBank Deutsche Girozentrale Frankfurt, Germany	$106M	+$42.6M	12	0.72%	Increased
218	Zacks Investment Management Chicago, Illinois	$105M	-$1.64M	2	2.34%	Reduced
219	Alyeska Investment Group Chicago, Illinois	$104M	+$223K	3	0.86%	Increased
220	NIMC NWQ Investment Management Company Los Angeles, California	$103M	+$33M	4	1.66%	Increased
221	Marshall Wace North America New York	$102M	+$8.78M	15	0.51%	Increased
222	CBT Capital Bank & Trust Irvine, California	$100M	+$8.07M	6	1.36%	Increased
223	BWA Brave Warrior Advisors New York	$99.7M	-$52.1M	1	4.38%	Reduced
224	AIG American International Group New York	$99.3M	-$2.87M	20	0.35%	Reduced
225	Teacher Retirement System of Texas Austin, Texas	$98.1M	+$16.9M	16	0.66%	Increased