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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	Weiss Multi-Strategy Advisers New York	$25M	-$17.2M	6	0.54%	Reduced
402	CCM Cadence Capital Management Boston, Massachusetts	$24.9M	+$506K	6	0.95%	Increased
403	OC Oakmont Corp Los Angeles, California	$24.4M	-$1.62M	1	4.06%	Reduced
404	PEAK6 Group Chicago, Illinois	$24.4M	+$1.04M	6	0.17%	Increased
405	CC Carlson Capital Dallas, Texas	$24.4M	+$10.4M	1	0.28%	Increased
406	Cullen/Frost Bankers San Antonio, Texas	$24.3M	+$5.6M	2	1.08%	Increased
407	Farallon Capital Management San Francisco, California	$24M	-$65.3M	1	0.5%	Reduced
408	SCM SKBA Capital Management San Francisco, California	$23.8M	-$1.23M	2	2.78%	Reduced
409	Highbridge Capital Management New York	$23.2M	-$13.7M	4	0.28%	Reduced
410	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$23.2M	-$246K	1	4.25%	Reduced
411	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$262K	1	3.33%	Increased
412	Discovery Capital Management South Norwalk, Connecticut	$22.7M	+$11.3M	1	0.17%	Increased
413	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.7M	-$1.57M	7	0.47%	Reduced
414	Pzena Investment Management New York	$22.6M	+$18.3M	1	0.13%	Increased
415	Glenmede Trust Philadelphia, Pennsylvania	$22.5M	+$525K	9	0.23%	Increased
416	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$22.4M	+$882K	1	1.86%	Increased
417	SM Stratton Management King Of Prussia, Pennsylvania	$22.2M	-$1.06M	3	1.05%	Reduced
418	NSCM New South Capital Management Memphis, Tennessee	$21.9M	-$246K	1	0.76%	Reduced
419	PineBridge Investments New York	$21.9M	+$5.29M	8	0.65%	Increased
420	Wilmington Trust Wilmington, Delaware	$21.8M	-$1.75M	4	0.37%	Reduced
421	Creative Planning Overland Park, Kansas	$21.8M	+$2.15M	17	0.37%	Increased
422	KCM Kames Capital Management Edinburgh, United Kingdom	$21.8M	-$2.35M	1	0.72%	Reduced
423	TC TFS Capital West Chester, Pennsylvania	$21.6M	+$7.35M	8	1.02%	Increased
424	Jacobs Levy Equity Management Florham Park, New Jersey	$21.4M	+$6.81M	3	0.32%	Increased
425	PFM Parsec Financial Management Asheville, North Carolina	$21.3M	-$424K	1	2.5%	Reduced