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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	CC Cannell & Co New York	$27.7M	-$482K	4	0.83%	Reduced
402	TSU TD Securities (USA) New York	$27.7M	+$2.26M	4	0.4%	Increased
403	BPM Bronson Point Management Fairfield, Connecticut	$27.4M	-$35.1M	1	2.15%	Reduced
404	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.1M	+$8.77M	9	0.34%	Increased
405	Candriam SCA Strassen, Luxembourg, Luxembourg	$26.7M	+$26.9M	3	0.56%	New
406	Cullen/Frost Bankers San Antonio, Texas	$26.4M	+$486K	2	1.01%	Increased
407	Virginia Retirement Systems Richmond, Virginia	$26.3M	+$475K	10	0.41%	Increased
408	ALPS Advisors Denver, Colorado	$26.3M	+$5.1M	4	0.21%	Increased
409	LSCM Light Street Capital Management Palo Alto, California	$26.2M	+$31.2M	1	4.67%	New
410	HighTower Advisors Chicago, Illinois	$25.6M	+$5.79M	8	0.39%	Increased
411	OMC Overbrook Management Corp New York	$25.6M	-$294K	1	5.17%	Reduced
412	Fjarde Ap-fonden Stockholm, Sweden	$25.5M	-$1.18M	7	0.55%	Reduced
413	Discovery Capital Management South Norwalk, Connecticut	$25.4M	+$30.3M	1	0.26%	New
414	Cincinnati Insurance Fairfield, Ohio	$25.3M	$0	1	0.89%	Maintained
415	SAM Steinberg Asset Management New York	$25.3M	+$23.8M	1	2.04%	New
416	Highbridge Capital Management New York	$25.2M	-$16.8M	3	0.32%	Reduced
417	OIA Oechsle International Advisors Boston, Massachusetts	$25M	+$27.5M	1	24.14%	Increased
418	Dorsal Capital Management Redwood City, California	$24.9M	-$6.49M	1	5%	Reduced
419	GH GAM Holding Zurich, Switzerland	$24.9M	+$1.24M	12	0.37%	Increased
420	Alyeska Investment Group Chicago, Illinois	$24.8M	+$1.57M	1	0.42%	Increased
421	RCMC RK Capital Management (Colorado) Denver, Colorado	$24.8M	-$1.05M	2	4.9%	Reduced
422	TCM Tensile Capital Management Larkspur, California	$24.6M	-$1.41M	1	6.21%	Reduced
423	QS Investors New York	$24.6M	+$18.8M	12	0.28%	Increased
424	ARC Absolute Return Capital Boston, Massachusetts	$24.5M	+$10.2M	4	0.5%	Increased
425	IRF IBM Retirement Fund Armonk, New York	$24.2M	+$1.05M	7	0.46%	Increased