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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	ZP Zimmer Partners New York	$195M	-$61.5M	6	2.87%	Reduced
202	Rokos Capital Management (UK) London, United Kingdom	$195M	+$207M	1	4.28%	New
203	Guardian Capital (Canada) Toronto, Ontario, Canada	$190M	+$34.7M	2	4.43%	Increased
204	Guggenheim Capital Chicago, Illinois	$189M	+$16.9M	19	1.19%	Increased
205	Chevy Chase Trust Bethesda, Maryland	$188M	-$3.96M	7	0.67%	Reduced
206	Natixis Advisors Boston, Massachusetts	$188M	+$4.6M	16	1.08%	Increased
207	Thornburg Investment Management Santa Fe, New Mexico	$187M	-$10.3M	6	2.22%	Reduced
208	Vaughan Nelson Investment Management Houston, Texas	$185M	+$41.9M	4	2.17%	Increased
209	Jennison Associates New York	$184M	-$38.9M	5	0.13%	Reduced
210	Westwood Holdings Group Dallas, Texas	$183M	-$58.2M	6	2.1%	Reduced
211	AMF Tjänstepension Stockholm, Sweden	$182M	-$205K	3	1.49%	Reduced
212	SCH Sylebra Capital (HK) Hong Kong	$182M	-$17.1M	2	4.62%	Reduced
213	Geneva Capital Management Milwaukee, Wisconsin	$182M	-$2.82M	2	3.08%	Reduced
214	AACA American Assets Capital Advisers San Diego, California	$181M	+$28.5M	8	25.58%	Increased
215	AIG American International Group New York	$181M	-$4.11M	23	0.67%	Reduced
216	Pzena Investment Management New York	$179M	-$149M	2	0.84%	Reduced
217	W.H. Reaves & Co Jersey City, New Jersey	$179M	+$20.6M	4	6.36%	Increased
218	Storebrand Asset Management Lysaker, Norway	$178M	+$18M	15	1.05%	Increased
219	SSM Sound Shore Management Greenwich, Connecticut	$176M	-$32.8M	2	5.24%	Reduced
220	Susquehanna International Group Bala Cynwyd, Pennsylvania	$176M	+$71.6M	28	0.03%	Increased
221	WBC Westpac Banking Corp Sydney, Australia	$175M	+$822K	12	1.99%	Increased
222	SAM Securian Asset Management St Paul, Minnesota	$172M	-$18.5M	10	3.89%	Reduced
223	Cerity Partners New York	$171M	-$14.3M	6	5.48%	Reduced
224	IC Inverness Counsel New York	$170M	-$1.41M	1	6.93%	Reduced
225	CIBC World Markets New York	$163M	+$112M	8	0.82%	Increased