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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	Congress Wealth Management Boston, Massachusetts	$141M	+$256K	18	1.37%	Increased
352	GAMCO Investors Greenwich, Connecticut	$139M	+$6.38M	8	1.37%	Increased
353	TC Triata Capital Hong Kong	$139M	+$83.6M	2	27.07%	Increased
354	DG DigitalBridge Group Boca Raton, Florida	$138M	-$206M	5	13.62%	Reduced
355	Tudor Investment Corp Stamford, Connecticut	$138M	+$17.4M	15	0.3%	Increased
356	Amalgamated Bank New York	$138M	+$910K	28	1.06%	Increased
357	Verition Fund Management Greenwich, Connecticut	$137M	+$2.4M	31	0.61%	Increased
358	Conestoga Capital Advisors Wayne, Pennsylvania	$137M	-$2.62M	1	2.03%	Reduced
359	O'Shaughnessy Asset Management Stamford, Connecticut	$136M	+$5.31M	23	0.93%	Increased
360	Aspex Management (HK) Central, Hong Kong	$135M	+$35.4M	1	2.93%	Increased
361	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$135M	+$134M	1	3.91%	Increased
362	Capital Fund Management (CFM) Paris, France	$134M	+$6.5M	12	0.37%	Increased
363	Stephens Investment Management Group Houston, Texas	$134M	-$2.84M	3	1.77%	Reduced
364	SFM Systematic Financial Management Teaneck, New Jersey	$134M	-$1.14M	4	3.57%	Reduced
365	HS Hazelview Securities Toronto, Ontario, Canada	$131M	+$9.27M	3	23.29%	Increased
366	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$131M	+$9.68M	31	1.22%	Increased
367	Guardian Capital (Canada) Toronto, Ontario, Canada	$130M	+$7.27M	4	4.6%	Increased
368	Sanctuary Advisors Indianapolis, Indiana	$130M	+$4.17M	18	0.8%	Increased
369	MML Investors Services Springfield, Massachusetts	$129M	+$2.47M	21	0.37%	Increased
370	KeyBank National Association Cleveland, Ohio	$129M	-$724K	14	0.48%	Reduced
371	Moore Capital Management New York	$127M	+$92.6M	11	1.6%	Increased
372	Andra AP-fonden Goteborg, Sweden	$127M	+$6.48M	11	1.77%	Increased
373	Mercer Global Advisors Denver, Colorado	$127M	+$5.9M	20	0.26%	Increased
374	Holocene Advisors New York	$126M	-$169K	8	0.31%	Reduced
375	DF Dent & Co Baltimore, Maryland	$126M	+$7.28M	4	1.6%	Increased