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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
376	Evercore Wealth Management New York	$231M	-$39.7M	10	3.27%	Reduced
377	Zevenbergen Capital Investments Edmonds, Washington	$231M	+$14.9M	3	5.28%	Increased
378	Artemis Investment Management Edinburgh, United Kingdom	$231M	-$3.88M	4	2.05%	Reduced
379	GF Fund Management Guangzhou, China	$230M	+$191M	8	2.76%	Increased
380	Picton Mahoney Asset Management Toronto, Ontario, Canada	$230M	+$40.8M	18	1.7%	Increased
381	Royce & Associates New York	$229M	-$18M	8	1.84%	Reduced
382	ACM Atika Capital Management New York	$228M	-$465K	2	15%	Reduced
383	Westwood Holdings Group Dallas, Texas	$228M	-$95.9M	12	1.72%	Reduced
384	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$227M	-$12.4M	42	1.71%	Reduced
385	Clear Street New York	$226M	+$89.4M	10	0.57%	Increased
386	Xponance Philadelphia, Pennsylvania	$225M	+$18.8M	31	1.38%	Increased
387	&Partners Nashville, Tennessee	$222M	+$19M	26	0.91%	Increased
388	Axiom Investors Greenwich, Connecticut	$222M	+$87.6M	7	1.92%	Increased
389	FACM Forest Avenue Capital Management Miami, Florida	$222M	+$49.7M	2	9.31%	Increased
390	Kestra Advisory Services Austin, Texas	$212M	+$16.5M	31	0.68%	Increased
391	Amalgamated Bank New York	$211M	-$12.5M	29	1.46%	Reduced
392	Menora Mivtachim Holdings Ramat Gan, Israel	$210M	$0	1	0.82%	Maintained
393	Sequoia Financial Advisors Akron, Ohio	$210M	+$10M	23	1.05%	Increased
394	Hudson Bay Capital Management Stamford, Connecticut	$209M	+$70.7M	22	0.57%	Increased
395	Jefferies Financial Group New York	$207M	+$43.8M	21	1.36%	Increased
396	Sanctuary Advisors Indianapolis, Indiana	$207M	+$10.4M	29	0.96%	Increased
397	ExodusPoint Capital Management New York	$204M	+$15.7M	19	1.32%	Increased
398	Pathstone Holdings Englewood, New Jersey	$204M	+$9.36M	27	0.6%	Increased
399	LMR Partners London, United Kingdom	$204M	+$77.2M	24	0.76%	Increased
400	Freestone Grove Partners San Francisco, California	$204M	+$48.9M	12	1.31%	Increased