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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	WCP Waterfront Capital Partners New York	$82.3M	+$12.4M	4	10.09%	Increased
277	W.H. Reaves & Co Jersey City, New Jersey	$82.2M	-$7.12M	1	3.8%	Reduced
278	Check Capital Management Costa Mesa, California	$82.1M	-$7.1M	1	5.41%	Reduced
279	AL AJO LP Philadelphia, Pennsylvania	$82M	-$14.8M	10	0.74%	Reduced
280	CC Carlson Capital Dallas, Texas	$81.6M	+$58.8M	5	2.15%	Increased
281	Castle Hook Partners New York	$81.1M	+$82.6M	2	8.23%	New
282	BC Brahman Capital New York	$79.7M	+$68.5M	1	9.37%	Increased
283	Rockefeller Capital Management New York	$78.7M	+$25.8M	17	1.03%	Increased
284	M&G Investment Management London, United Kingdom	$78.1M	-$17.9M	6	0.95%	Reduced
285	Conestoga Capital Advisors Wayne, Pennsylvania	$77.9M	+$153K	1	2.28%	Increased
286	Artemis Investment Management Edinburgh, United Kingdom	$77.7M	-$57.8M	3	0.13%	Reduced
287	LPL Financial San Diego, California	$77M	+$3.81M	17	0.17%	Increased
288	Stockbridge Partners Boston, Massachusetts	$76.7M	+$3.41M	1	3.04%	Increased
289	Whale Rock Capital Management Boston, Massachusetts	$76.7M	+$10.1M	1	1.05%	Increased
290	Janney Montgomery Scott Philadelphia, Pennsylvania	$76.1M	+$2.18M	12	0.6%	Increased
291	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$76M	+$44.4M	7	1.77%	Increased
292	Point72 Asset Management Stamford, Connecticut	$75.6M	+$29.3M	9	0.61%	Increased
293	Boston Financial Management Boston, Massachusetts	$74.8M	+$3.07M	6	4.81%	Increased
294	Kornitzer Capital Management Shawnee Mission, Kansas	$73.4M	+$12.9M	6	1.74%	Increased
295	Swiss Life Asset Management Zurich,	$73.2M	+$26.4M	7	1.39%	Increased
296	Clark Capital Management Group Philadelphia, Pennsylvania	$72.1M	+$28.1M	4	1.83%	Increased
297	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$72.1M	+$12M	3	13.3%	Increased
298	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$72M	+$71.2M	1	10.16%	New
299	Martingale Asset Management Boston, Massachusetts	$70.6M	+$12.4M	8	0.94%	Increased
300	Huntington National Bank Columbus, Ohio	$70M	+$7.01M	15	1.31%	Increased