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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	CA Cortland Advisers Wilmington, Delaware	$65.3M	-$4.51M	1	3.18%	Reduced
302	SCH Sylebra Capital (HK) Hong Kong	$65.1M	+$61.1M	1	3.92%	Increased
303	LPC Long Pond Capital New York	$65M	+$63.6M	1	1.43%	New
304	ALPS Advisors Denver, Colorado	$64.8M	-$283K	11	0.42%	Reduced
305	Check Capital Management Costa Mesa, California	$64.3M	-$334K	1	3.4%	Reduced
306	NSCM New South Capital Management Memphis, Tennessee	$64.2M	-$9.62M	1	1.67%	Reduced
307	MP Makaira Partners La Jolla, California	$64.1M	+$452K	1	7.27%	Increased
308	Hamlin Capital Management New York	$63.7M	+$13.3M	1	2.59%	Increased
309	Westfield Capital Management Boston, Massachusetts	$63.4M	+$25.9M	3	0.47%	Increased
310	Eaton Vance Management Boston, Massachusetts	$63.2M	-$6.77M	10	0.15%	Reduced
311	Jacobs Levy Equity Management Florham Park, New Jersey	$62.5M	-$2.1M	4	0.98%	Reduced
312	MCI McDonald Capital Investors Orinda, California	$62.2M	-$1.8M	1	5.04%	Reduced
313	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$62.1M	-$4.13M	2	0.1%	Reduced
314	IC Inverness Counsel New York	$61.9M	-$15.6M	1	3.52%	Reduced
315	Treasurer of the State of North Carolina Raleigh, North Carolina	$61M	+$35.7M	10	0.63%	Increased
316	Gulf International Bank (UK) London, United Kingdom	$60.8M	-$204K	9	0.76%	Reduced
317	Alyeska Investment Group Chicago, Illinois	$60.6M	-$39.3M	2	0.54%	Reduced
318	OCM Osterweis Capital Management San Francisco, California	$60M	+$24.2M	3	3.88%	Increased
319	DCM Daruma Capital Management New York	$59.8M	-$2.08M	1	3.88%	Reduced
320	Stockbridge Partners Boston, Massachusetts	$59.3M	+$30.1M	1	2.47%	Increased
321	Laurion Capital Management New York	$58.3M	+$38.1M	8	0.47%	Increased
322	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$57.8M	-$4.7M	1	3.79%	Reduced
323	Fisher Asset Management Camas, Washington	$57.6M	-$1.46M	6	0.07%	Reduced
324	South Texas Money Management San Antonio, Texas	$57.5M	-$3.47M	3	2.51%	Reduced
325	United Capital Financial Advisors Irving, Texas	$57.5M	+$9.17M	9	0.43%	Increased