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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$55.7M	-$17.1M	14	0.73%	Reduced
402	Utah Retirement Systems Salt Lake City, Utah	$55.3M	-$6.42M	9	0.79%	Reduced
403	MICM Matthews International Capital Management San Francisco, California	$55.2M	-$996K	2	2.94%	Reduced
404	Maverick Capital Dallas, Texas	$54.3M	+$49.3M	4	0.87%	Increased
405	Azimuth Capital Management Bloomfield Hills, Michigan	$54M	-$2.01M	7	2.68%	Reduced
406	Locust Wood Capital Advisers New York	$53.8M	+$5.41M	2	3.06%	Increased
407	Factory Mutual Insurance Waltham, Massachusetts	$53.7M	-$4.11M	1	0.73%	Reduced
408	Gabelli Funds Rye, New York	$53.7M	+$941K	10	0.38%	Increased
409	LCM Lomas Capital Management New York	$53.5M	+$15.9M	1	5.13%	Increased
410	TCM Tensile Capital Management Larkspur, California	$52.9M	-$1.12M	1	6.2%	Reduced
411	Nissay Asset Management Tokyo, Japan	$52.8M	-$2.46M	10	0.79%	Reduced
412	PWAM Park West Asset Management San Francisco, California	$52.7M	+$44.9M	1	1.09%	New
413	Cubist Systematic Strategies Stamford, Connecticut	$52.6M	-$15.5M	25	0.72%	Reduced
414	TP Thunderbird Partners London, United Kingdom	$52M	+$27.9M	1	4.31%	Increased
415	PC Port Capital Chicago, Illinois	$51.7M	+$30.3M	1	3.52%	Increased
416	Fisher Asset Management Camas, Washington	$51.7M	-$867K	7	0.04%	Reduced
417	Squarepoint New York	$51.2M	+$7.31M	25	0.38%	Increased
418	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$51M	+$9M	15	0.72%	Increased
419	SFM Systematic Financial Management Teaneck, New Jersey	$50.8M	-$5.28M	4	2.23%	Reduced
420	Zacks Investment Management Chicago, Illinois	$50.7M	-$1.32M	4	0.94%	Reduced
421	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$50.6M	+$5.56M	10	0.35%	Increased
422	KC Kadensa Capital Central, Hong Kong	$50.6M	-$17.1M	1	19.74%	Reduced
423	Discovery Capital Management South Norwalk, Connecticut	$50.4M	-$11.8M	1	6.22%	Reduced
424	Vestcor Inc Fredericton, New Brunswick, Canada	$50.1M	+$2.28M	13	2.08%	Increased
425	BPB Badgley, Phelps & Bell Seattle, Washington	$49.9M	+$707K	3	2.16%	Increased