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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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$44.5M	+$891K	1	7.76%	Increased
327	Arizona State Retirement System Phoenix, Arizona	$44.4M	+$2.01M	13	0.62%	Increased
328	WCP Waterfront Capital Partners New York	$44.3M	-$32.4M	3	6.44%	Reduced
329	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$44.1M	-$2.34M	1	1.82%	Reduced
330	Moore Capital Management New York	$43.8M	+$35.3M	3	1.18%	Increased
331	FAS Formuepleje A/S Aarhus C, Denmark	$43.7M	+$15.8K	1	5.22%	Increased
332	Numeric Investors Boston, Massachusetts	$43.5M	-$20.1M	7	0.39%	Reduced
333	FM Forward Management San Francisco, California	$43M	+$42M	4	3.62%	Increased
334	FP Foundry Partners Minneapolis, Minnesota	$42.8M	+$3.7M	5	1.79%	Increased
335	DIA Denver Investment Advisors Denver, Colorado	$42.6M	-$2.7M	4	1.9%	Reduced
336	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$42.5M	-$8.96M	3	16.15%	Reduced
337	Hennessy Advisors Inc Novato, California	$42.3M	+$49.6K	3	1.24%	Increased
338	SIM Sadoff Investment Management Milwaukee, Wisconsin	$42.2M	-$258K	1	4.04%	Reduced
339	GA Glenhill Advisors New York	$42.2M	+$40.4M	1	3.27%	New
340	TCG Tremblant Capital Group West Palm Beach, Florida	$42.2M	+$469K	1	2.93%	Increased
341	William Blair & Company Chicago, Illinois	$42M	+$179K	6	0.34%	Increased
342	Janney Montgomery Scott Philadelphia, Pennsylvania	$42M	-$893K	9	0.56%	Reduced
343	Columbia Wanger Asset Management Chicago, Illinois	$42M	+$481K	1	0.59%	Increased
344	Suntrust Banks Atlanta, Georgia	$41.6M	-$10.7M	7	0.27%	Reduced
345	Marshall Wace North America New York	$41.5M	+$40.7M	6	0.33%	New
346	Nisa Investment Advisors St. Louis, Missouri	$40.9M	+$2.59M	13	0.49%	Increased
347	QS Investors New York	$40.8M	-$5.14M	14	0.35%	Reduced
348	EP Elkfork Partners Portland, Oregon	$40.4M	+$17.3M	11	1.24%	Increased
349	HI Honeywell International Charlotte, North Carolina	$39.8M	+$669K	6	1.28%	Increased
350	Tocqueville Asset Management New York	$39.5M	-$2.61M	3	0.48%	Reduced