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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	IECM Intrinsic Edge Capital Management Chicago, Illinois	$61.7M	+$57.3M	6	8.18%	Increased
327	SSM Sound Shore Management Greenwich, Connecticut	$61.7M	-$50.9M	1	2.15%	Reduced
328	TCG Tremblant Capital Group West Palm Beach, Florida	$61.4M	+$60.7M	1	3.86%	New
329	Copeland Capital Management Conshohocken, Pennsylvania	$61.1M	+$8.93K	4	3.72%	Increased
330	EC EMS Capital New York	$61.1M	+$58.2M	1	6.33%	Increased
331	Susquehanna International Group Bala Cynwyd, Pennsylvania	$60.9M	-$36.6M	23	0.02%	Reduced
332	Horizon Kinetics Asset Management New York	$60.5M	+$34M	3	2.68%	Increased
333	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$60.5M	-$19.5M	7	1.08%	Reduced
334	TPSF Texas Permanent School Fund Austin, Texas	$60.4M	+$8.95M	14	1.11%	Increased
335	NHAS Novo Holdings A/S Hellerup, Denmark	$60.4M	+$79.3M	1	4.03%	Increased
336	Sachem Head Capital Management New York	$60.3M	+$1.44M	1	5.86%	Increased
337	United Capital Financial Advisors Irving, Texas	$60.1M	-$594K	8	0.5%	Reduced
338	HighTower Advisors Chicago, Illinois	$59.8M	-$1.37M	13	0.39%	Reduced
339	Mirae Asset Global Investments Seoul, South Korea	$59.6M	-$3.49M	11	0.47%	Reduced
340	Mutual of America Capital Management New York	$58.3M	+$3.75M	12	0.97%	Increased
341	Marshall Wace North America New York	$58.2M	+$26.1M	14	0.44%	Increased
342	OCM Osterweis Capital Management San Francisco, California	$58M	-$46.8M	2	4.71%	Reduced
343	Alyeska Investment Group Chicago, Illinois	$57.8M	+$28M	3	1.15%	Increased
344	M&T Bank Buffalo, New York	$57.4M	+$2.6M	14	0.34%	Increased
345	KM Kylin Management New York	$57.4M	-$11.2M	1	24.77%	Reduced
346	Obermeyer Wealth Partners Aspen, Colorado	$57.2M	+$683K	4	6.12%	Increased
347	Avalon Investment & Advisory Houston, Texas	$56M	+$13.1M	3	1.43%	Increased
348	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$55.8M	-$27.7M	2	2.62%	Reduced
349	MLICM Metropolitan Life Insurance Company (MetLife) New York	$55.7M	+$3.23M	19	1.14%	Increased
350	Creative Planning Overland Park, Kansas	$55.5M	+$449K	15	0.2%	Increased