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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	LMR Partners London, United Kingdom	$26.5M	+$25.4M	3	3.24%	Increased
402	EPCM Eton Park Capital Management New York	$26.4M	-$111M	1	0.64%	Reduced
403	Empyrean Capital Partners Los Angeles, California	$26.3M	-$24.4M	1	1.23%	Reduced
404	CC Cannell & Co New York	$26.2M	-$32.2M	3	0.74%	Reduced
405	CIM Corbyn Investment Management Lutherville, Maryland	$26.2M	+$3.31M	2	5.72%	Increased
406	Creative Planning Overland Park, Kansas	$26.1M	-$908K	8	0.24%	Reduced
407	GC GW Capital Bellevue, Washington	$25.8M	-$4.82M	1	1.38%	Reduced
408	Ferguson Wellman Capital Management Portland, Oregon	$25.8M	+$85.6K	2	1.07%	Increased
409	TCM Tensile Capital Management Larkspur, California	$25.7M	$0	1	7.07%	Maintained
410	DekaBank Deutsche Girozentrale Frankfurt, Germany	$25.7M	-$2.08M	10	0.3%	Reduced
411	GA GRS Advisors Chicago, Illinois	$25.2M	+$27.6M	1	2.64%	New
412	RC Rivulet Capital Summit, New Jersey	$24.9M	+$10M	1	13.32%	Increased
413	Trillium Asset Management Boston, Massachusetts	$24.9M	+$213K	2	1.59%	Increased
414	Numeric Investors Boston, Massachusetts	$24.8M	-$12.8M	7	0.29%	Reduced
415	Cincinnati Insurance Fairfield, Ohio	$24.8M	$0	1	0.91%	Maintained
416	SIM Sadoff Investment Management Milwaukee, Wisconsin	$24.4M	-$17.1K	1	2.65%	Reduced
417	Rockefeller Financial Services New York	$24.4M	+$98.4K	5	0.51%	Increased
418	Weiss Multi-Strategy Advisers New York	$24.2M	-$25.7M	3	0.96%	Reduced
419	Commerzbank Aktiengesellschaft Frankfurt, Germany	$24M	-$1.48M	8	0.13%	Reduced
420	Sculptor Capital New York	$23.9M	+$23.4M	1	0.07%	New
421	Rothschild & Co Asset Management US Stamford, Connecticut	$23.8M	+$1.84M	1	0.44%	Increased
422	SAM Shell Asset Management The Hague, Netherlands	$23.5M	-$1.95M	7	0.47%	Reduced
423	IRF IBM Retirement Fund Armonk, New York	$23.4M	+$67.3K	7	0.44%	Increased
424	GH GAM Holding Zurich, Switzerland	$23.2M	+$935K	11	0.34%	Increased
425	SG Americas Securities New York	$23M	+$1.03M	14	0.15%	Increased