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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	Hood River Capital Management Palm Beach Gardens, Florida	$55.2M	-$16.5M	3	3.15%	Reduced
352	Rothschild & Co Asset Management US Stamford, Connecticut	$55M	-$2.64M	2	0.86%	Reduced
353	LCM Lomas Capital Management New York	$55M	+$70.2M	1	5.48%	New
354	Arizona State Retirement System Phoenix, Arizona	$55M	-$10.2M	18	0.94%	Reduced
355	KeyBank National Association Cleveland, Ohio	$54.8M	-$1.35M	9	0.37%	Reduced
356	PR Payden & Rygel Los Angeles, California	$54.1M	+$6.51M	2	3.9%	Increased
357	CC Cannell & Co New York	$53.9M	-$2.03M	2	2.59%	Reduced
358	QS Investors New York	$52.1M	-$229K	14	0.83%	Reduced
359	HCM Hahn Capital Management Walnut Creek, California	$51.7M	+$445K	2	9.56%	Increased
360	Oregon Public Employees Retirement Fund Tigard, Oregon	$51.5M	-$12.3M	14	0.89%	Reduced
361	Gulf International Bank (UK) London, United Kingdom	$51.1M	+$4.02M	9	0.96%	Increased
362	Westfield Capital Management Boston, Massachusetts	$50.7M	-$84.1M	2	0.45%	Reduced
363	Xact Kapitalforvaltning Stockholm, Sweden	$50.1M	-$4.75M	17	1.07%	Reduced
364	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$49.9M	-$1.34M	1	12.79%	Reduced
365	Carillon Tower Advisers St. Petersburg, Florida	$49.5M	+$31.3M	2	0.49%	Increased
366	Andra AP-fonden Goteborg, Sweden	$49.5M	+$1.74M	8	1.8%	Increased
367	LSCM Light Street Capital Management Palo Alto, California	$49M	-$5.18M	1	2.58%	Reduced
368	Beck Mack & Oliver New York	$48.6M	-$2.09M	3	2.16%	Reduced
369	SM Senvest Management New York	$48.6M	+$17.6M	1	5.69%	Increased
370	Fjarde Ap-fonden Stockholm, Sweden	$48.2M	-$838K	7	0.78%	Reduced
371	Jane Street New York	$48M	+$16.6M	17	0.05%	Increased
372	Marshall Wace London, United Kingdom	$47.2M	+$35.5M	17	0.47%	Increased
373	Axiom Investors Greenwich, Connecticut	$46.4M	+$13.4M	3	1.18%	Increased
374	ACB Aristotle Capital Boston Boston, Massachusetts	$46.2M	-$3.53M	2	1.98%	Reduced
375	Utah Retirement Systems Salt Lake City, Utah	$45.9M	+$2.62M	10	0.99%	Increased