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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	SAM Scopus Asset Management New York	$34.1M	+$30.1M	1	0.58%	New
352	Fidelity International Hamilton, Bermuda	$34M	-$3.66M	2	0.11%	Reduced
353	TCA Taconic Capital Advisors New York	$33.9M	-$2.86M	1	0.97%	Reduced
354	CAM Cortina Asset Management Milwaukee, Wisconsin	$33.9M	-$5.79M	4	1.54%	Reduced
355	CEP Chicago Equity Partners Chicago, Illinois	$33.8M	-$12.3K	6	0.99%	Reduced
356	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$33.7M	+$1.31M	3	0.34%	Increased
357	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	+$569K	1	1.79%	Increased
358	Arizona State Retirement System Phoenix, Arizona	$33.2M	+$1.4M	11	0.43%	Increased
359	CC Crosslink Capital Menlo Park, California	$33.1M	+$10.5M	2	5.5%	Increased
360	State of Alaska Department of Revenue Juneau, Alaska	$32.9M	+$2.68M	6	3.42%	Increased
361	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$32.7M	-$5.95M	12	0.42%	Reduced
362	ACM Archer Capital Management New York	$32.3M	-$11.1M	1	6.54%	Reduced
363	HighTower Advisors Chicago, Illinois	$31.9M	+$9.18M	9	0.1%	Increased
364	DekaBank Deutsche Girozentrale Frankfurt, Germany	$31.8M	+$787K	10	0.38%	Increased
365	United Capital Financial Advisors Irving, Texas	$31.8M	-$492K	7	0.35%	Reduced
366	SHG Seven Harbour Global New York	$31.8M	$0	2	13.51%	Maintained
367	State of Michigan Retirement System Lansing, Michigan	$31.4M	+$832K	5	0.25%	Increased
368	ESCM Echo Street Capital Management New York	$31.3M	-$56.9M	2	1.63%	Reduced
369	Marshall Wace London, United Kingdom	$31M	-$14.5M	7	0.3%	Reduced
370	Group One Trading Chicago, Illinois	$30.9M	-$20.1M	6	0.44%	Reduced
371	SIC Schwartz Investment Counsel Plymouth, Michigan	$30.6M	+$2.66M	4	2.3%	Increased
372	TP Thunderbird Partners London, United Kingdom	$30.5M	+$28.1M	1	3.89%	New
373	CRCP Copper Rock Capital Partners Boston, Massachusetts	$30.4M	-$133K	1	2.61%	Reduced
374	Moore Capital Management New York	$30.2M	-$36.6M	3	1.22%	Reduced
375	SG Americas Securities New York	$30.1M	+$21.6M	15	0.22%	Increased