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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	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$39.4M	+$2.43M	2	2.29%	Increased
327	Samlyn Capital New York	$39.3M	+$10.8M	1	0.98%	Increased
328	Crawford Investment Counsel Atlanta, Georgia	$39.3M	-$13.6M	3	1.44%	Reduced
329	KG Killen Group Berwyn, Pennsylvania	$38.9M	+$139K	3	2.24%	Increased
330	OCAM Owl Creek Asset Management New York	$38.8M	-$55.9M	1	2.04%	Reduced
331	Arizona State Retirement System Phoenix, Arizona	$38.5M	-$1.99M	10	0.47%	Reduced
332	Hamlin Capital Management New York	$38.5M	+$92.3K	1	2.62%	Increased
333	Rothschild & Co Asset Management US Stamford, Connecticut	$38.4M	-$1.78M	2	0.86%	Reduced
334	OCM Osterweis Capital Management San Francisco, California	$38.3M	+$38.8M	1	1.19%	New
335	Commerzbank Aktiengesellschaft Frankfurt, Germany	$38.2M	-$6.56M	9	0.19%	Reduced
336	Addenda Capital Montreal, Quebec, Canada	$38.1M	-$645K	1	3.39%	Reduced
337	SCM Suvretta Capital Management New York	$38.1M	+$35.7M	1	5.1%	New
338	BPM Bronson Point Management Fairfield, Connecticut	$37.8M	+$26.9M	1	2.15%	Increased
339	CCP Clough Capital Partners Boston, Massachusetts	$37.4M	-$11.8M	3	1.23%	Reduced
340	ProShare Advisors Bethesda, Maryland	$37.2M	+$6.91M	9	0.55%	Increased
341	OAM Oxford Asset Management Oxford, United Kingdom	$37M	+$19.2M	6	0.93%	Increased
342	TCG Tremblant Capital Group West Palm Beach, Florida	$37M	+$34.7M	1	1.17%	New
343	ESCM Echo Street Capital Management New York	$36.8M	+$1.27M	1	3.61%	Increased
344	Fifth Third Bancorp Cincinnati, Ohio	$36.8M	+$2.78M	14	0.36%	Increased
345	HA Heartland Advisors Milwaukee, Wisconsin	$36.6M	+$15.6M	2	0.64%	Increased
346	IRF IBM Retirement Fund Armonk, New York	$36.5M	-$1.35M	6	0.48%	Reduced
347	Natixis Advisors Boston, Massachusetts	$36M	-$9.33M	8	0.59%	Reduced
348	WBC Westpac Banking Corp Sydney, Australia	$35.9M	-$8.34M	7	0.41%	Reduced
349	Robeco Institutional Asset Management Rotterdam, Netherlands	$35.4M	+$61.1K	5	0.29%	Increased
350	ICM Ionic Capital Management New York	$35.3M	+$22M	1	1%	Increased