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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	Hillhouse Investment Management Grand Cayman, Cayman Islands	$38.9M	$0	1	0.79%	Maintained
327	Conestoga Capital Advisors Wayne, Pennsylvania	$38.8M	-$1.08M	1	3.11%	Reduced
328	Marshall Wace London, United Kingdom	$38.8M	+$7.52M	6	0.48%	Increased
329	Zacks Investment Management Chicago, Illinois	$38.8M	-$368K	4	1.35%	Reduced
330	Moore Capital Management New York	$38.7M	-$5.98M	4	1.81%	Reduced
331	SFM Systematic Financial Management Teaneck, New Jersey	$38.2M	-$4.29M	4	0.41%	Reduced
332	Harvard Management Company Boston, Massachusetts	$37.2M	+$36.6M	2	2.93%	Increased
333	DnB Asset Management Oslo, Norway	$36.7M	-$9.76M	3	0.92%	Reduced
334	Columbia Wanger Asset Management Chicago, Illinois	$36.5M	-$24.7M	1	0.29%	Reduced
335	Scotia Capital Toronto, Ontario, Canada	$36.2M	-$3.59M	2	0.82%	Reduced
336	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$36.2M	+$486K	1	7.34%	Increased
337	US Bancorp Minneapolis, Minnesota	$36M	-$1.54M	19	0.15%	Reduced
338	DL Delta Lloyd Amsterdam, Netherlands	$35.9M	+$40.7K	7	1.15%	Increased
339	SCM SKBA Capital Management San Francisco, California	$35.8M	+$1.77M	2	3.07%	Increased
340	Envestnet Asset Management Chicago, Illinois	$35.6M	-$183K	16	0.18%	Reduced
341	ARTA A.R.T. Advisors New York	$35.2M	+$16.1M	11	1.3%	Increased
342	Egerton Capital (UK) London, United Kingdom	$34.7M	+$34.8M	1	0.39%	New
343	CAM Cortina Asset Management Milwaukee, Wisconsin	$34.3M	-$4.35M	4	1.58%	Reduced
344	ACM Archer Capital Management New York	$34.3M	-$2.91M	1	4.85%	Reduced
345	NRC North Run Capital Boston, Massachusetts	$34.1M	+$6.57M	1	3.35%	Increased
346	Gulf International Bank (UK) London, United Kingdom	$34M	+$8.94M	8	0.64%	Increased
347	Saturna Capital Bellingham, Washington	$34M	-$443K	4	1.07%	Reduced
348	TCA Taconic Capital Advisors New York	$33.8M	+$8.46M	1	1.25%	Increased
349	STB S&T Bank Indiana, Pennsylvania	$33.5M	-$271K	2	5.17%	Reduced
350	SG Americas Securities New York	$33.3M	+$31.3M	12	0.2%	Increased