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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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$33.6M	+$317K	1	6.38%	Increased
377	PS Presima Securities Montreal, Quebec, Canada	$33.5M	-$1.71M	1	6.94%	Reduced
378	LCM Lakewood Capital Management New York	$33.3M	+$34M	1	2.11%	New
379	CAM Contour Asset Management New York	$33.1M	+$23.1M	1	1.61%	Increased
380	Hillhouse Investment Management Grand Cayman, Cayman Islands	$32.9M	+$48.1M	1	4.04%	New
381	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$31.9M	+$1.45M	5	0.26%	Increased
382	RiverFront Investment Group Richmond, Virginia	$31.8M	-$25.4M	1	0.79%	Reduced
383	Fifth Third Bancorp Cincinnati, Ohio	$31.7M	+$2.61M	12	0.29%	Increased
384	SRES Starwood Real Estate Securities Greenwich, Connecticut	$31.7M	-$8.42M	1	6.15%	Reduced
385	Robeco Institutional Asset Management Rotterdam, Netherlands	$31.5M	-$5.46M	5	0.22%	Reduced
386	SFM Systematic Financial Management Teaneck, New Jersey	$31.4M	-$9.63M	5	0.23%	Reduced
387	Saturna Capital Bellingham, Washington	$31.2M	+$878K	4	0.84%	Increased
388	Advisors Asset Management Monument, Colorado	$30.9M	-$475K	10	0.43%	Reduced
389	NSCM New South Capital Management Memphis, Tennessee	$30.9M	-$162K	1	1.02%	Reduced
390	JCM Janney Capital Management Pittsburgh, Pennsylvania	$30.6M	+$34M	1	1.85%	Increased
391	STB S&T Bank Indiana, Pennsylvania	$29.9M	+$310K	2	4.47%	Increased
392	GC GW Capital Bellevue, Washington	$29.9M	-$5.13M	1	1.27%	Reduced
393	TCM Tekne Capital Management New York	$29.8M	-$8.89M	1	1.74%	Reduced
394	Dorsal Capital Management Redwood City, California	$29.7M	+$1.07M	1	5.33%	Increased
395	Laurion Capital Management New York	$29.7M	+$30.1M	2	0.63%	New
396	SM Senvest Management New York	$29.6M	+$30.2M	1	2.77%	New
397	Regions Financial Corp Birmingham, Alabama	$29.3M	+$562K	4	0.36%	Increased
398	SC Salzman & Co Pittsford, New York	$29.2M	$0	1	7.02%	Maintained
399	Cincinnati Insurance Fairfield, Ohio	$28.4M	$0	1	1.02%	Maintained
400	Creative Planning Overland Park, Kansas	$28.2M	+$1.97M	20	0.33%	Increased