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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	OP Oldfield Partners London, United Kingdom	$59.6M	-$19.8M	2	6.43%	Reduced
352	FAS Formuepleje A/S Aarhus C, Denmark	$59.4M	+$1.29M	2	2.59%	Increased
353	Discovery Capital Management South Norwalk, Connecticut	$59.2M	+$16M	3	9.08%	Increased
354	CM Cartica Management Washington, District of Columbia	$59.2M	+$3.2M	1	19.24%	Increased
355	MC MIG Capital Newport Beach, California	$58.9M	+$33.9M	1	6.01%	Increased
356	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$58.9M	-$39.3M	6	0.82%	Reduced
357	ACB Aristotle Capital Boston Boston, Massachusetts	$58.7M	+$2.55M	1	1.7%	Increased
358	Horizon Kinetics Asset Management New York	$58.4M	-$3.45M	2	2.35%	Reduced
359	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$58M	-$27M	5	0.63%	Reduced
360	Jericho Capital Asset Management New York	$58M	+$1.69M	2	2.35%	Increased
361	TCM Tensile Capital Management Larkspur, California	$57.4M	$0	1	7.69%	Maintained
362	Commonwealth Equity Services Waltham, Massachusetts	$57.2M	+$739K	17	0.2%	Increased
363	Cincinnati Insurance Fairfield, Ohio	$56.9M	$0	2	1.45%	Maintained
364	MSL Mackay Shields LLC New York	$56.5M	-$24.5M	13	0.38%	Reduced
365	SG Americas Securities New York	$55.8M	+$23.5M	17	0.35%	Increased
366	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$54.8M	-$1.44M	1	10.92%	Reduced
367	Marshall Wace London, United Kingdom	$54.6M	+$4.32M	11	0.35%	Increased
368	Beck Mack & Oliver New York	$54.3M	-$603K	2	1.99%	Reduced
369	Nissay Asset Management Tokyo, Japan	$54.1M	+$1.1M	9	0.91%	Increased
370	Axiom Investors Greenwich, Connecticut	$53.7M	+$5.98M	4	0.87%	Increased
371	SCM Stadium Capital Management New Canaan, Connecticut	$53.4M	$0	1	25.27%	Maintained
372	Ferguson Wellman Capital Management Portland, Oregon	$53.3M	-$4.28M	3	1.47%	Reduced
373	Schonfeld Strategic Advisors New York	$53.2M	-$1.42M	15	1.01%	Reduced
374	Jacobs Levy Equity Management Florham Park, New Jersey	$52.8M	-$4.59M	5	0.55%	Reduced
375	MSA Mason Street Advisors Milwaukee, Wisconsin	$52.2M	-$579K	14	1.02%	Reduced