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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
326	RRC Red Rocks Capital Denver, Colorado	$35.5M	+$36.1M	1	14.33%	New
327	ProShare Advisors Bethesda, Maryland	$35.4M	+$37M	16	0.69%	New
328	Addenda Capital Montreal, Quebec, Canada	$35.2M	+$35.9M	1	3.44%	New
329	SAM Scopus Asset Management New York	$34.5M	+$33M	1	0.96%	New
330	ESCM Echo Street Capital Management New York	$34.5M	+$38.8M	1	5.25%	New
331	Hamlin Capital Management New York	$34.1M	+$32.7M	1	2.78%	New
332	GMIM General Motors Investment Management New York	$33.6M	+$35.9M	5	2.91%	New
333	Todd Asset Management Louisville, Kentucky	$33.5M	+$32.1M	1	1.09%	New
334	WI WBI Investments Red Bank, New Jersey	$33.5M	+$35.8M	1	2.4%	New
335	Numeric Investors Boston, Massachusetts	$33.4M	+$33.4M	6	0.67%	New
336	VanEck Associates New York	$33.3M	+$34.7M	3	0.18%	New
337	DL Delta Lloyd Amsterdam, Netherlands	$33.1M	+$35.7M	7	1.27%	New
338	KG Killen Group Berwyn, Pennsylvania	$33M	+$31.7M	3	2.35%	New
339	DCCA D.C. Capital Advisors New York	$32.9M	+$31.5M	1	15.69%	New
340	KBC Group Brussels, Belgium	$32.8M	+$33.2M	12	0.61%	New
341	Weiss Multi-Strategy Advisers New York	$32.2M	+$33.2M	5	0.94%	New
342	Placemark Investments Chicago, Illinois	$31.7M	+$31.8M	11	0.68%	New
343	State of Michigan Retirement System Lansing, Michigan	$31.7M	+$32.6M	5	0.29%	New
344	Capital International Sarl Los Angeles, California	$31.6M	+$32M	2	2.23%	New
345	Intact Investment Management Montreal, Quebec, Canada	$31.4M	+$30.4M	1	1.65%	New
346	PIM Partner Investment Management San Francisco, California	$31.1M	+$29.8M	1	7.05%	New
347	FA Friess Associates Greenville, Delaware	$31M	+$29.7M	2	2.43%	New
348	Saturna Capital Bellingham, Washington	$31M	+$30.1M	6	0.85%	New
349	TimesSquare Capital Management New York	$30.8M	+$29.7M	1	0.19%	New
350	RCP RIT Capital Partners London, United Kingdom	$30.6M	+$32.6M	2	11.58%	New