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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	QF QVT Financial New York	$28.1M	+$28.2M	1	0.96%	Increased
377	OCAM Owl Creek Asset Management New York	$28M	-$81.3M	1	1.59%	Reduced
378	TCM Tensile Capital Management Larkspur, California	$27.7M	$0	1	8.29%	Maintained
379	GE General Electric Evendale, Ohio	$27.5M	+$913K	2	0.07%	Increased
380	Gateway Investment Advisers Cincinnati, Ohio	$27.1M	-$250K	5	0.24%	Reduced
381	Westfield Capital Management Boston, Massachusetts	$27M	-$33.1M	1	0.19%	Reduced
382	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27M	+$2.97M	9	0.33%	Increased
383	Arizona State Retirement System Phoenix, Arizona	$26.9M	+$28.6M	10	0.38%	New
384	CRCP Copper Rock Capital Partners Boston, Massachusetts	$26.3M	+$25.9M	1	2.23%	New
385	PRCM Pine River Capital Management Minnetonka, Minnesota	$26.3M	-$4.39M	4	0.34%	Reduced
386	Voloridge Investment Management Jupiter, Florida	$26.3M	+$15.7M	2	1.24%	Increased
387	UBS O'Connor Chicago, Illinois	$26.1M	-$33M	4	0.25%	Reduced
388	CIM Calvert Investment Management Bethesda, Maryland	$26.1M	+$8.9M	3	1.3%	Increased
389	Nisa Investment Advisors St. Louis, Missouri	$26.1M	-$788K	8	0.4%	Reduced
390	CC Crosslink Capital Menlo Park, California	$25.7M	+$12M	2	3.58%	Increased
391	Robeco Institutional Asset Management Rotterdam, Netherlands	$25.7M	+$5.09M	6	0.2%	Increased
392	Trillium Asset Management Boston, Massachusetts	$25.6M	+$6.57M	2	1.79%	Increased
393	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$25.4M	+$4.38M	3	0.32%	Increased
394	Rockefeller Financial Services New York	$25.3M	+$2.65M	5	0.52%	Increased
395	HCS Harvest Capital Strategies San Francisco, California	$25.3M	+$14M	3	4.53%	Increased
396	AIP ARS Investment Partners New York	$24.9M	-$9.45M	2	5.72%	Reduced
397	ING Group Amsterdam, Netherlands	$24.7M	-$5.48M	3	0.17%	Reduced
398	HighTower Advisors Chicago, Illinois	$24.6M	+$4.17M	9	0.33%	Increased
399	Meag Munich Ergo Munich, Germany	$24.3M	+$3.03M	2	1.3%	Increased
400	WC Walthausen & Co Malta, New York	$24.2M	+$1.25M	3	2.12%	Increased