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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
301	AIG American International Group New York	$51.4M	-$639K	21	0.21%	Reduced
302	Employees Retirement System of Texas Austin, Texas	$51.1M	+$369K	9	0.67%	Increased
303	CI Global Investments Oakland, California	$51M	+$24.6M	2	1.04%	Increased
304	M&T Bank Buffalo, New York	$50.6M	-$4.14M	12	0.31%	Reduced
305	Nomura Asset Management Tokyo, Japan	$49.5M	-$1.16M	8	0.92%	Reduced
306	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$49M	-$3.27M	2	2.06%	Reduced
307	EC EMS Capital New York	$48.8M	+$15.3M	1	5.24%	Increased
308	NSCM New South Capital Management Memphis, Tennessee	$48.6M	-$256K	1	1.25%	Reduced
309	Aberdeen Asset Management Aberdeen, United Kingdom	$48.5M	-$384K	7	0.14%	Reduced
310	SCM Stonerise Capital Management San Francisco, California	$48.1M	+$5.83M	2	22.23%	Increased
311	BNP Paribas Financial Markets Paris, France	$47.8M	+$20.7M	19	0.13%	Increased
312	Moore Capital Management New York	$47.5M	+$7.24M	3	1.02%	Increased
313	Addenda Capital Montreal, Quebec, Canada	$47.2M	-$4.68M	1	4.02%	Reduced
314	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$47.2M	-$22.4M	7	1.49%	Reduced
315	DnB Asset Management Oslo, Norway	$46.9M	+$13.7M	4	1.03%	Increased
316	Discovery Capital Management South Norwalk, Connecticut	$46.8M	+$33.8M	1	0.55%	Increased
317	Conestoga Capital Advisors Wayne, Pennsylvania	$46.2M	-$511K	1	3.21%	Reduced
318	ProShare Advisors Bethesda, Maryland	$46.1M	+$527K	11	0.64%	Increased
319	US Bancorp Minneapolis, Minnesota	$45.9M	-$1.02M	19	0.18%	Reduced
320	PS Presima Securities Montreal, Quebec, Canada	$45.8M	-$1.07M	2	9.54%	Reduced
321	Dorsal Capital Management Redwood City, California	$45.7M	+$23M	1	4.56%	Increased
322	CC Colrain Capital Boston, Massachusetts	$45.6M	-$651K	2	4.02%	Reduced
323	Gabelli Funds Rye, New York	$45M	-$184K	7	0.24%	Reduced
324	WCP Waterfront Capital Partners New York	$44.7M	+$15.3M	3	6.97%	Increased
325	MAMU Marathon Asset Management (UK) London, United Kingdom	$44.3M	-$750K	1	1.01%	Reduced