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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
351	JP Jana Partners New York	$37.1M	+$38.8M	1	0.22%	New
352	SM Senvest Management New York	$37M	+$6.5M	1	2.31%	Increased
353	NRC North Run Capital Boston, Massachusetts	$37M	$0	1	3.63%	Maintained
354	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$36.8M	-$892K	12	0.44%	Reduced
355	PP Paloma Partners Greenwich, Connecticut	$36.7M	+$18.1M	11	0.71%	Increased
356	TPSF Texas Permanent School Fund Austin, Texas	$36.6M	-$1.29M	10	0.42%	Reduced
357	STB S&T Bank Indiana, Pennsylvania	$36.4M	+$795K	2	5.32%	Increased
358	AC Avenir Corporation Alexandria, Virginia	$36.3M	+$1.62M	1	2.69%	Increased
359	Alyeska Investment Group Chicago, Illinois	$35.5M	+$9.08M	1	0.4%	Increased
360	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	+$388K	1	1.51%	Increased
361	Atalanta Sosnoff Capital New York	$35.2M	+$36.9M	1	0.97%	New
362	ACM Archer Capital Management New York	$35M	-$25.8M	2	4.44%	Reduced
363	DL Delta Lloyd Amsterdam, Netherlands	$35M	+$970K	7	1.09%	Increased
364	Zurich Cantonal Bank Zurich, Switzerland	$34.8M	-$659K	18	0.48%	Reduced
365	ECM EII Capital Management New York	$34.4M	-$724K	1	5.64%	Reduced
366	BAPIM British Airways Pensions Investment Management London, United Kingdom	$34.2M	+$7.01M	1	1.05%	Increased
367	BCM Barometer Capital Management Toronto, Ontario, Canada	$34.2M	-$11.1M	2	2.78%	Reduced
368	Gateway Investment Advisers Cincinnati, Ohio	$34.1M	-$201K	5	0.28%	Reduced
369	AIP ARS Investment Partners New York	$33.7M	+$19.1K	2	6.16%	Increased
370	TSU TD Securities (USA) New York	$33.4M	+$3.95M	5	0.45%	Increased
371	GE General Electric Evendale, Ohio	$33M	+$576K	2	0.07%	Increased
372	PRCM Pine River Capital Management Minnetonka, Minnesota	$32.3M	-$29.4M	5	0.35%	Reduced
373	Marshall Wace London, United Kingdom	$32.1M	+$27.3M	6	0.42%	Increased
374	FAM Foxhaven Asset Management Charlottesville, Virginia	$31.7M	-$4.46M	1	3.48%	Reduced
375	Employees Provident Fund Board Shah Alam, Malaysia	$31.6M	+$7.29M	1	1.11%	Increased