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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	$46.1M	-$379K	1	12.49%	Reduced
327	SG Americas Securities New York	$46.1M	-$24.4M	16	0.23%	Reduced
328	Teacher Retirement System of Texas Austin, Texas	$45.7M	-$4.85M	17	0.36%	Reduced
329	TPSF Texas Permanent School Fund Austin, Texas	$45.3M	-$348K	10	0.5%	Reduced
330	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$44.7M	-$16.7M	1	1.25%	Reduced
331	HCCM Herring Creek Capital Management Stamford, Connecticut	$44.4M	+$1M	2	8.95%	Increased
332	HRES Heitman Real Estate Securities Chicago, Illinois	$44.4M	-$12.7M	1	2.73%	Reduced
333	VFA Virtus Fund Advisers Hartford, Connecticut	$44.1M	-$82.1M	6	0.33%	Reduced
334	SCM SKBA Capital Management San Francisco, California	$44M	+$3.35M	2	3.38%	Increased
335	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$43.7M	+$4.57M	4	1.13%	Increased
336	ESCM Echo Street Capital Management New York	$42.9M	+$21.2M	1	2.65%	Increased
337	MAMU Marathon Asset Management (UK) London, United Kingdom	$42.9M	-$4.35M	1	1.03%	Reduced
338	TI Tyrian Investments New York	$42.5M	-$30.4M	2	7.8%	Reduced
339	Zacks Investment Management Chicago, Illinois	$42.5M	+$1.16M	2	1.38%	Increased
340	GA Geneva Advisors Chicago, Illinois	$42.3M	-$40.4M	4	0.79%	Reduced
341	ACM Archer Capital Management New York	$42.2M	-$28.4M	1	4.98%	Reduced
342	SCCM Schafer Cullen Capital Management New York	$41.8M	-$27.2M	2	0.53%	Reduced
343	GMIM General Motors Investment Management New York	$41.6M	-$350K	7	3.33%	Reduced
344	SAM Securian Asset Management St Paul, Minnesota	$40.7M	-$2.24M	6	1.26%	Reduced
345	Granahan Investment Management Waltham, Massachusetts	$40.3M	-$552K	3	1.18%	Reduced
346	Private Management Group Irvine, California	$39.3M	-$3.36M	2	2.46%	Reduced
347	Employees Provident Fund Board Shah Alam, Malaysia	$39.2M	-$19.4M	1	1.2%	Reduced
348	Jefferies Group New York	$39.1M	+$27M	8	0.23%	Increased
349	Scotia Capital Toronto, Ontario, Canada	$38.7M	-$14.3M	2	1.01%	Reduced
350	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$38.7M	-$18M	5	0.1%	Reduced