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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	TCM Tensile Capital Management Larkspur, California	$42.1M	-$15.7M	1	5.39%	Reduced
402	Natixis Paris, France	$41.8M	-$5.63M	4	0.26%	Reduced
403	RI Redwood Investments Boston, Massachusetts	$41.5M	+$26M	2	3.89%	Increased
404	O'Shaughnessy Asset Management Stamford, Connecticut	$41.4M	-$4.43M	13	0.92%	Reduced
405	CC Carlson Capital Dallas, Texas	$40.8M	+$6.89M	2	0.74%	Increased
406	Chilton Capital Management Houston, Texas	$40.6M	-$1.23M	1	3.23%	Reduced
407	BPB Badgley, Phelps & Bell Seattle, Washington	$40.5M	+$901K	3	2.13%	Increased
408	GLCM Greenlea Lane Capital Management Weston, Connecticut	$40M	-$1.82M	1	19.9%	Reduced
409	Robeco Schweiz Zurich, Switzerland	$39.4M	+$14.2M	1	1.47%	Increased
410	GIP General Industrial Partners London, United Kingdom	$39.4M	-$15.4M	1	25.57%	Reduced
411	NHAS Novo Holdings A/S Hellerup, Denmark	$38.9M	+$37.6M	1	2.5%	New
412	PIA Piedmont Investment Advisors Durham, North Carolina	$38.4M	+$3.97M	10	1.33%	Increased
413	TC Towle & Co Denver, Colorado	$37.9M	-$3.08M	1	4.38%	Reduced
414	Ancora Advisors Cleveland, Ohio	$37.7M	-$2.34M	13	1.4%	Reduced
415	Advisor Group Phoenix, Arizona	$37.7M	+$3.06M	29	0.26%	Increased
416	Marshall Wace North America New York	$37.7M	+$19.1M	9	0.18%	Increased
417	Cubist Systematic Strategies Stamford, Connecticut	$37.4M	-$3.3M	20	0.69%	Reduced
418	CIBC World Markets New York	$37.4M	-$62.5M	9	0.24%	Reduced
419	Advisors Asset Management Monument, Colorado	$37.3M	-$6.59M	16	0.65%	Reduced
420	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$37.1M	+$37.2M	10	0.16%	New
421	Country Trust Bank Bloomington, Illinois	$37.1M	+$2.27M	4	1.46%	Increased
422	Hancock Whitney Gulfport, Mississippi	$37M	-$1.46M	8	1.19%	Reduced
423	Fifth Third Bancorp Cincinnati, Ohio	$36.8M	+$1.3M	20	0.2%	Increased
424	Jane Street New York	$36.7M	-$11.6M	16	0.05%	Reduced
425	TCM Tran Capital Management San Rafael, California	$36.6M	-$2.58M	2	4.24%	Reduced