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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
251	GJL Gendell Jeffrey L	$71.9M	$0	1	9.99%	Maintained
252	Balyasny Asset Management Chicago, Illinois	$71.2M	+$118K	5	0.81%	Increased
253	Aviva London, United Kingdom	$71.2M	-$1.31M	8	0.54%	Reduced
254	MP Makaira Partners La Jolla, California	$70.8M	-$537K	1	11.72%	Reduced
255	US Bancorp Minneapolis, Minnesota	$70.1M	+$10.1K	17	0.28%	Increased
256	Retirement Systems of Alabama Montgomery, Alabama	$69.5M	+$439K	5	0.39%	Increased
257	HRES Heitman Real Estate Securities Chicago, Illinois	$68.9M	-$18.4M	2	4.3%	Reduced
258	MLICM Metropolitan Life Insurance Company (MetLife) New York	$68.8M	-$2.32M	15	0.48%	Reduced
259	Great Lakes Advisors Chicago, Illinois	$68.1M	+$1.11M	1	2.8%	Increased
260	Capital Advisors Inc Tulsa, Oklahoma	$67.8M	+$20.4M	3	13.13%	Increased
261	SCM Snow Capital Management Sewickley, Pennsylvania	$67.5M	-$1.81M	2	2.34%	Reduced
262	Welch & Forbes Boston, Massachusetts	$65.9M	-$677K	2	2.08%	Reduced
263	SCM Stonerise Capital Management San Francisco, California	$65.9M	-$1.93M	2	27.75%	Reduced
264	Lyrical Asset Management New York	$65.8M	+$13.2M	1	2.87%	Increased
265	AIG American International Group New York	$65.8M	+$2.35M	21	0.29%	Increased
266	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$64.2M	-$5.74M	11	0.75%	Reduced
267	TIAAOA Teachers Insurance & Annuity Association of America New York	$64.1M	-$4.54M	3	2.31%	Reduced
268	USSCPF United States Steel & Carnegie Pension Fund New York	$63.6M	$0	1	1.41%	Maintained
269	Raymond James & Associates St Petersburg, Florida	$63.2M	+$10.5M	12	0.39%	Increased
270	Allstate Corporation Northbrook, Illinois	$63.1M	+$17.1M	3	1.71%	Increased
271	Rockefeller Financial Services New York	$62.7M	-$10.6M	4	1.41%	Reduced
272	EA Euclid Advisors Hartford, Connecticut	$60.4M	-$15.2M	4	0.42%	Reduced
273	Numeric Investors Boston, Massachusetts	$60.3M	+$1.21M	3	0.9%	Increased
274	BPM Bronson Point Management Fairfield, Connecticut	$59.9M	+$408K	1	3.09%	Increased
275	Gabelli Funds Rye, New York	$59.7M	-$770K	7	0.3%	Reduced