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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	TCM Tensile Capital Management Larkspur, California	$78.8M	-$2.45M	2	10.71%	Reduced
277	ACM Argent Capital Management St Louis, Missouri	$78.6M	+$35.7M	4	2.7%	Increased
278	NIMC NWQ Investment Management Company Los Angeles, California	$76.7M	-$2.42M	4	1.52%	Reduced
279	CBT Capital Bank & Trust Irvine, California	$76.2M	-$32.7M	8	0.95%	Reduced
280	State of Alaska Department of Revenue Juneau, Alaska	$76.2M	-$2.23M	15	1.28%	Reduced
281	SCH Sylebra Capital (HK) Hong Kong	$75.7M	+$19.6M	2	4.64%	Increased
282	SFM Systematic Financial Management Teaneck, New Jersey	$75.7M	+$654K	6	1.83%	Increased
283	Beck Mack & Oliver New York	$75.5M	-$6.48M	3	2.4%	Reduced
284	NN Investment Partners Holdings The Hague, Netherlands	$75.3M	-$10.6M	7	0.54%	Reduced
285	Marshall Wace North America New York	$75.2M	-$4.29M	5	0.52%	Reduced
286	Discovery Capital Management South Norwalk, Connecticut	$75M	-$4.36M	1	4.46%	Reduced
287	YCMGA York Capital Management Global Advisors New York	$74.6M	-$4.85M	1	2.36%	Reduced
288	MUFG Securities EMEA London, United Kingdom	$74.3M	+$20.7M	9	1.06%	Increased
289	Horizon Kinetics New York	$74M	-$1.75M	3	1.8%	Reduced
290	IC Inverness Counsel New York	$73.9M	-$928K	1	3.89%	Reduced
291	AIM Allen Investment Management New York	$73.9M	+$3.12M	3	2.53%	Increased
292	AGF Investments Inc Toronto, Ontario, Canada	$73.6M	-$2.03M	4	0.74%	Reduced
293	Douglas Lane & Associates New York	$73.6M	+$2.27M	3	1.45%	Increased
294	OP Oldfield Partners London, United Kingdom	$73.2M	+$15.9M	2	7.52%	Increased
295	Kornitzer Capital Management Shawnee Mission, Kansas	$72.7M	-$27.8K	5	1.15%	Reduced
296	Hamlin Capital Management New York	$71.9M	-$1.88M	1	2.82%	Reduced
297	Check Capital Management Costa Mesa, California	$70.9M	+$261K	1	3.53%	Increased
298	MCI McDonald Capital Investors Orinda, California	$70.8M	+$2.35M	1	5.87%	Increased
299	NSCM New South Capital Management Memphis, Tennessee	$69.5M	-$973K	1	1.85%	Reduced
300	SIC Schwartz Investment Counsel Plymouth, Michigan	$69.5M	+$30.1M	3	3.69%	Increased