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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
426	IAM Impax Asset Management Portsmouth, New Hampshire	$20.1M	+$349K	1	1.34%	Increased
427	Verition Fund Management Greenwich, Connecticut	$20.1M	+$9.91M	5	3.03%	Increased
428	CC Caspian Capital New York	$19.6M	+$5.49M	1	9.6%	Increased
429	SAM Shell Asset Management The Hague, Netherlands	$19.6M	-$152K	7	0.36%	Reduced
430	KB Kimelman & Baird New York	$19.6M	-$322K	2	3.91%	Reduced
431	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$19.5M	+$9.84M	1	1.4%	Increased
432	PFC Phocas Financial Corp Alameda, California	$19.4M	-$5.14M	5	1.87%	Reduced
433	ExxonMobil Investment Management Irving, Texas	$19M	-$814K	4	0.48%	Reduced
434	CIM Corbyn Investment Management Lutherville, Maryland	$18.7M	-$48.8K	1	3.35%	Reduced
435	Dorsal Capital Management Redwood City, California	$18.4M	+$5.43M	1	3.48%	Increased
436	Creative Planning Overland Park, Kansas	$18.3M	+$109K	14	0.36%	Increased
437	DM Delphi Management Brookline, Massachusetts	$18.2M	-$2.87M	2	2.07%	Reduced
438	Whittier Trust South Pasadena, California	$18.1M	+$234K	9	0.98%	Increased
439	Sarasin & Partners London, United Kingdom	$18.1M	+$732K	2	0.28%	Increased
440	LNB Ledyard National Bank	$18.1M	-$862K	3	3.19%	Reduced
441	PIP Perennial Investment Partners Sydney, Australia	$18.1M	-$4.36M	1	4.66%	Reduced
442	CC Chubb Corp Warren, New Jersey	$18M	$0	1	1%	Maintained
443	PIM Partner Investment Management San Francisco, California	$17.9M	-$14.3M	1	4.78%	Reduced
444	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$17.9M	-$1.99M	1	1.53%	Reduced
445	OAM Oxford Asset Management Oxford, United Kingdom	$17.8M	+$632K	5	0.4%	Increased
446	BCM Boltwood Capital Management Walnut Creek, California	$17.8M	$0	1	6.43%	Maintained
447	Gotham Asset Management New York	$17.7M	+$4.94M	6	0.58%	Increased
448	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$17.6M	-$29.6K	6	0.29%	Reduced
449	Mutual of America Capital Management New York	$17M	+$1.55M	5	0.47%	Increased
450	FIG Fortress Investment Group New York	$17M	+$285K	2	0.32%	Increased