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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	Assenagon Asset Management Senningerberg, Luxembourg	$41M	+$15.4M	6	0.27%	Increased
402	Gotham Asset Management New York	$40.7M	-$31.5M	8	0.72%	Reduced
403	Advisors Asset Management Monument, Colorado	$40.6M	-$7.44M	16	0.75%	Reduced
404	O'Shaughnessy Asset Management Stamford, Connecticut	$40.4M	-$9.3M	10	0.96%	Reduced
405	OAMG Odey Asset Management Group London, United Kingdom	$40.3M	+$117K	1	4.5%	Increased
406	BOK Financial Tulsa, Oklahoma	$40.1M	-$1.02M	9	0.97%	Reduced
407	LSCM Light Street Capital Management Palo Alto, California	$39.8M	-$34.7M	1	2.86%	Reduced
408	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$39.8M	-$53K	2	4.04%	Reduced
409	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$39.6M	-$5.38M	1	2.4%	Reduced
410	BPB Badgley, Phelps & Bell Seattle, Washington	$39.5M	+$1.35M	3	2.25%	Increased
411	Haverford Trust Company Radnor, Pennsylvania	$39.4M	+$498K	3	0.69%	Increased
412	TCM Tekne Capital Management New York	$39.3M	-$8.2M	1	11.69%	Reduced
413	TCM Tran Capital Management San Rafael, California	$38.7M	-$470K	2	4.79%	Reduced
414	Zurich Insurance Group Zurich, Switzerland	$38.6M	+$1.83M	5	0.73%	Increased
415	GLCM Greenlea Lane Capital Management Weston, Connecticut	$38.5M	$0	1	22.4%	Maintained
416	Cubist Systematic Strategies Stamford, Connecticut	$38.2M	+$5.04M	20	0.76%	Increased
417	FTCM First Trust Capital Management Chicago, Illinois	$38.1M	+$36.4M	1	12.38%	New
418	Ancora Advisors Cleveland, Ohio	$38.1M	+$6.59M	8	1.66%	Increased
419	Commerce Bank Kansas City, Missouri	$37.8M	+$236K	7	0.39%	Increased
420	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$37.6M	+$4.69M	7	0.32%	Increased
421	GIM Grassi Investment Management Santa Clara, California	$37.1M	-$241K	3	5.56%	Reduced
422	WorldQuant Millennium Advisors New York	$36.8M	+$22M	4	0.72%	Increased
423	Hancock Whitney Gulfport, Mississippi	$36.7M	-$271K	9	1.2%	Reduced
424	Jefferies Group New York	$36.6M	+$2.59K	13	0.28%	Increased
425	Calamos Advisors Naperville, Illinois	$36.5M	+$457K	6	0.2%	Increased