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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	PS Presima Securities Montreal, Quebec, Canada	$125M	-$20.4M	2	15.52%	Reduced
202	Kayne Anderson Rudnick Investment Management Los Angeles, California	$125M	+$63.6M	4	0.8%	Increased
203	Assenagon Asset Management Senningerberg, Luxembourg	$123M	+$93.3M	3	1.42%	Increased
204	ProShare Advisors Bethesda, Maryland	$122M	-$474K	16	0.82%	Reduced
205	Guggenheim Capital Chicago, Illinois	$121M	-$252M	17	0.81%	Reduced
206	Burgundy Asset Management Toronto, Ontario, Canada	$121M	-$98M	1	1.17%	Reduced
207	Moore Capital Management New York	$119M	-$32.4M	2	2.9%	Reduced
208	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$118M	-$32.5M	10	1.18%	Reduced
209	SC Schooner Capital Vero Beach, Florida	$116M	$0	1	100%	Maintained
210	CAM Contour Asset Management New York	$115M	+$38.4M	1	4.76%	Increased
211	Guardian Capital (Canada) Toronto, Ontario, Canada	$114M	+$1.83M	2	1.94%	Increased
212	HA Harbor Advisors West Palm Beach, Florida	$114M	+$529K	4	36.71%	Increased
213	Zacks Investment Management Chicago, Illinois	$114M	+$9.17M	5	2.48%	Increased
214	RC Rivulet Capital Summit, New Jersey	$113M	+$65.9M	1	16.12%	Increased
215	State of Tennessee, Department of Treasury Nashville, Tennessee	$112M	-$5.46M	13	0.57%	Reduced
216	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$112M	-$8.53M	4	5.46%	Reduced
217	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$111M	-$766K	4	0.5%	Reduced
218	Miller Howard Investments Kingston, New York	$111M	-$3.78M	2	2.67%	Reduced
219	River Road Asset Management Louisville, Kentucky	$109M	+$8.34M	2	2.29%	Increased
220	HCM HMI Capital Management San Francisco, California	$109M	-$26.5M	1	13.54%	Reduced
221	Select Equity Group New York	$107M	-$21.9M	1	0.86%	Reduced
222	AIG American International Group New York	$106M	+$4.36M	21	0.37%	Increased
223	Royce & Associates New York	$106M	+$18.3M	10	0.73%	Increased
224	Raymond James Financial Services Advisors St. Petersburg, Florida	$105M	+$10M	16	0.54%	Increased
225	US Bancorp Minneapolis, Minnesota	$105M	+$16M	22	0.32%	Increased