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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
276	M&T Bank Buffalo, New York	$51.2M	+$2.92M	10	0.34%	Increased
277	RIM Ranger Investment Management Dallas, Texas	$50.3M	-$2.98M	2	2.97%	Reduced
278	TCM Tensile Capital Management Larkspur, California	$50.1M	+$21.5M	2	15.12%	Increased
279	Teacher Retirement System of Texas Austin, Texas	$50M	+$4.35M	17	0.36%	Increased
280	Nomura Asset Management Tokyo, Japan	$49.4M	+$132K	7	0.96%	Increased
281	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$49.3M	-$15.1M	1	0.74%	Reduced
282	WI WBI Investments Red Bank, New Jersey	$49.2M	+$45.5M	1	1.4%	Increased
283	Cincinnati Financial Corp Fairfield, Ohio	$48.9M	$0	1	3.09%	Maintained
284	Aberdeen Asset Management Aberdeen, United Kingdom	$48.6M	-$812K	7	0.17%	Reduced
285	Dorsal Capital Management Redwood City, California	$48.4M	+$2.92M	1	4.21%	Increased
286	Welch & Forbes Boston, Massachusetts	$47.7M	+$17.8K	2	1.53%	Increased
287	CM CS McKee Pittsburgh, Pennsylvania	$47.5M	-$2.06M	1	1.51%	Reduced
288	IP Interval Partners New York	$47.4M	+$48M	1	4.48%	Increased
289	SM Senvest Management New York	$47.2M	+$3.44M	1	3.54%	Increased
290	Korea Investment Corp Seoul, South Korea	$47.1M	+$3.72M	8	0.33%	Increased
291	AC Avenir Corporation Alexandria, Virginia	$46.3M	+$1.44M	1	3.73%	Increased
292	Pinnacle Associates New York	$45.9M	-$762K	5	0.96%	Reduced
293	Virginia Retirement Systems Richmond, Virginia	$45.7M	+$11M	9	0.68%	Increased
294	Capital International Los Angeles, California	$45.4M	-$104K	4	2.87%	Reduced
295	TGI Tradewinds Global Investors Los Angeles, California	$45M	-$5.52M	2	2.64%	Reduced
296	TCP Tourbillon Capital Partners New York	$44.8M	+$22.4M	1	1%	Increased
297	KBC Group Brussels, Belgium	$44.3M	+$1.21M	12	0.82%	Increased
298	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$44M	-$4.59M	1	1.74%	Reduced
299	KeyBank National Association Cleveland, Ohio	$43.8M	-$3.65M	9	0.29%	Reduced
300	SCM Stonerise Capital Management San Francisco, California	$43.7M	+$650K	2	21.43%	Increased