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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
401	Capitolis Liquid Global Markets New York	$204M	+$190M	4	0.89%	Increased
402	IMC Chicago Chicago, Illinois	$203M	+$96M	28	0.05%	Increased
403	SM Scoggin Management New York	$202M	+$15.5M	6	21.66%	Increased
404	Pentwater Capital Management Naples, Florida	$202M	+$7.55M	2	1.24%	Increased
405	VCM Valiant Capital Management San Francisco, California	$201M	+$98.3M	2	8.1%	Increased
406	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$200M	+$20.9M	15	1.59%	Increased
407	Boothbay Fund Management New York	$198M	-$47.7M	32	2.6%	Reduced
408	Varma Mutual Pension Insurance Co Helsinki, Finland	$197M	+$29.4M	11	1.05%	Increased
409	Geneva Capital Management Milwaukee, Wisconsin	$197M	-$71.8M	2	4.52%	Reduced
410	BAM BCV Asset Management Winnipeg,	$197M	+$405K	3	5.96%	Increased
411	Mutual of America Capital Management New York	$196M	-$37.3M	19	1.91%	Reduced
412	OMERS Administration Corp Toronto, Ontario, Canada	$196M	-$332M	16	1.17%	Reduced
413	Steward Partners Investment Advisory New York	$196M	+$39.4M	41	1%	Increased
414	Railway Pension Investments London, United Kingdom	$195M	-$42.7M	2	2.45%	Reduced
415	Ceredex Value Advisors Orlando, Florida	$192M	-$35.2M	8	5.41%	Reduced
416	Guardian Capital (Canada) Toronto, Ontario, Canada	$192M	+$28M	4	4.66%	Increased
417	LBP AM Paris, France	$188M	-$7.7M	10	1.88%	Reduced
418	XTX Topco George Town, Cayman Islands	$188M	+$120M	45	2.43%	Increased
419	Luther King Capital Management (LKCM) Fort Worth, Texas	$187M	+$9.87M	8	0.77%	Increased
420	Segall Bryant & Hamill Chicago, Illinois	$187M	-$93.9M	12	2.22%	Reduced
421	Valeo Financial Advisors Carmel, Indiana	$186M	+$2.7M	18	3.92%	Increased
422	Granahan Investment Management Waltham, Massachusetts	$181M	-$86.8M	4	6.46%	Reduced
423	TCM Tekne Capital Management New York	$179M	+$35.7M	1	58.73%	Increased
424	Exchange Traded Concepts Oklahoma City, Oklahoma	$177M	+$457K	24	0.81%	Increased
425	Zurich Insurance Group Zurich, Switzerland	$170M	-$81.3M	7	1.18%	Reduced