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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	Point72 Asset Management Stamford, Connecticut	$85.6M	-$128M	10	0.29%	Reduced
302	Check Capital Management Costa Mesa, California	$84.9M	-$3.41M	1	4.09%	Reduced
303	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$84.5M	-$49.9M	3	12.24%	Reduced
304	Driehaus Capital Management Chicago, Illinois	$84.5M	+$57.9M	6	1.26%	Increased
305	MAMU Marathon Asset Management (UK) London, United Kingdom	$82.6M	-$22.4M	1	2.23%	Reduced
306	TAM Timucuan Asset Management Jacksonville, Florida	$82.6M	-$22M	1	3.58%	Reduced
307	Addenda Capital Montreal, Quebec, Canada	$82.1M	-$16.8M	1	3.56%	Reduced
308	OMERS Administration Corp Toronto, Ontario, Canada	$81.1M	-$15M	2	1.3%	Reduced
309	Assenagon Asset Management Senningerberg, Luxembourg	$81.1M	+$43.1M	16	0.29%	Increased
310	AACA American Assets Capital Advisers San Diego, California	$81M	-$34.9M	4	19.61%	Reduced
311	Eventide Asset Management Boston, Massachusetts	$80.9M	+$4.16M	3	1.6%	Increased
312	DFO Duquesne Family Office New York	$80.8M	+$13.2M	1	4%	Increased
313	Första AP-fonden Stockholm, Sweden	$80.5M	+$21.1M	7	0.91%	Increased
314	Natixis Paris, France	$80.1M	+$31.3M	9	0.45%	Increased
315	Creative Planning Overland Park, Kansas	$78.4M	+$7.89M	23	0.12%	Increased
316	Yousif Capital Management Bloomfield Hills, Michigan	$78M	+$1.81M	17	1.02%	Increased
317	Carlyle Group Washington, District of Columbia	$77.9M	+$57.8M	1	2.27%	New
318	Madison Asset Management Madison, Wisconsin	$77.8M	-$19.2M	3	1.22%	Reduced
319	Commonwealth Equity Services Waltham, Massachusetts	$77.8M	-$506K	21	0.19%	Reduced
320	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$77.4M	+$7.17M	6	3.71%	Increased
321	Calamos Advisors Naperville, Illinois	$76.5M	+$19.9M	8	0.36%	Increased
322	Wolverine Trading Chicago, Illinois	$76.1M	+$55M	11	0.12%	Increased
323	WCP Waterfront Capital Partners New York	$75.4M	-$41.2M	2	6.17%	Reduced
324	Jericho Capital Asset Management New York	$75.4M	-$633K	1	5.58%	Reduced
325	PointState Capital New York	$75.3M	+$40.7M	1	2.29%	Increased