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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	Aberdeen Asset Management Aberdeen, United Kingdom	$44.9M	-$1.62M	7	0.15%	Reduced
302	ProShare Advisors Bethesda, Maryland	$44.9M	+$2.28M	12	0.63%	Increased
303	Capital International Los Angeles, California	$44.5M	-$7.89M	3	2.95%	Reduced
304	Sculptor Capital New York	$44.4M	+$24M	1	0.15%	Increased
305	SCM Snow Capital Management Sewickley, Pennsylvania	$44.3M	-$1.79M	1	1.58%	Reduced
306	M&T Bank Buffalo, New York	$44.2M	-$1.06M	8	0.3%	Reduced
307	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$43.9M	-$21.1M	8	0.56%	Reduced
308	Calamos Advisors Naperville, Illinois	$43.8M	-$34M	2	0.3%	Reduced
309	SCM Stonerise Capital Management San Francisco, California	$43.4M	-$6.85M	2	19.18%	Reduced
310	CC Colrain Capital Boston, Massachusetts	$43.2M	-$1.17M	2	4.51%	Reduced
311	Teacher Retirement System of Texas Austin, Texas	$42.8M	+$18.3M	17	0.34%	Increased
312	RIM Ranger Investment Management Dallas, Texas	$42.7M	+$10.9M	2	2.41%	Increased
313	Pinnacle Associates New York	$42.6M	-$7.3M	5	0.94%	Reduced
314	Addenda Capital Montreal, Quebec, Canada	$42.2M	-$93.6K	1	4.02%	Reduced
315	SLCM Seven Locks Capital Management New York	$41.6M	+$2.46M	2	13.45%	Increased
316	Johnson Investment Counsel Cincinnati, Ohio	$41.5M	-$3.24M	3	1.52%	Reduced
317	Korea Investment Corp Seoul, South Korea	$41.2M	-$16.3M	8	0.33%	Reduced
318	Point72 Asset Management Stamford, Connecticut	$41M	+$22M	4	0.32%	Increased
319	Dorsal Capital Management Redwood City, California	$41M	-$8.22M	1	3.77%	Reduced
320	PP PDT Partners New York	$40.6M	+$22.7M	11	0.91%	Increased
321	William Blair & Company Chicago, Illinois	$40.5M	-$255M	7	0.35%	Reduced
322	AC Avenir Corporation Alexandria, Virginia	$40.5M	+$1.44M	1	3.37%	Increased
323	KBC Group Brussels, Belgium	$39.4M	-$688K	13	0.79%	Reduced
324	MAMU Marathon Asset Management (UK) London, United Kingdom	$39.4M	-$359K	1	0.95%	Reduced
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$39.3M	-$367K	15	0.28%	Reduced