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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	Tudor Investment Corp Stamford, Connecticut	$83.7M	-$15.3M	17	0.28%	Reduced
427	Cincinnati Insurance Fairfield, Ohio	$83.6M	$0	2	1.46%	Maintained
428	MAMU Marathon Asset Management (UK) London, United Kingdom	$83.5M	-$2.25M	1	2.55%	Reduced
429	Xponance Philadelphia, Pennsylvania	$83.2M	-$912K	22	0.81%	Reduced
430	Twin Tree Management Dallas, Texas	$83.1M	+$63.7M	6	0.16%	Increased
431	Gabelli Funds Rye, New York	$82.7M	-$2.49M	13	0.63%	Reduced
432	R.M. Davis Inc Portland, Maine	$82.4M	+$277K	4	1.65%	Increased
433	Menora Mivtachim Holdings Ramat Gan, Israel	$81.5M	$0	1	0.53%	Maintained
434	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$81.1M	+$2.18M	1	6.01%	Increased
435	Alpha Cubed Investments Irvine, California	$81.1M	+$34M	3	3.62%	Increased
436	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$80.9M	+$2.53M	16	0.73%	Increased
437	Douglas Lane & Associates New York	$80.7M	+$41.8K	4	1.19%	Increased
438	Rokos Capital Management (UK) London, United Kingdom	$79.8M	-$25.5M	2	0.83%	Reduced
439	Calamos Advisors Naperville, Illinois	$79.7M	-$7.68M	10	0.35%	Reduced
440	Cresset Asset Management Chicago, Illinois	$79.3M	+$4.62M	18	0.4%	Increased
441	BIC B&I Capital Zurich, Switzerland	$79M	+$2.9M	4	25.7%	Increased
442	Encompass Capital Advisors New York	$79M	+$37.1M	1	3.02%	Increased
443	OMC Oasis Management Company Grand Cayman, Cayman Islands	$77.6M	+$17.8M	2	14.74%	Increased
444	SFG Sather Financial Group Victoria, Texas	$77.3M	-$3.26M	2	5.04%	Reduced
445	PGH Partners Group Holding Baar-Zug, Switzerland	$77.2M	+$13.5M	2	3.23%	Increased
446	Quadrature Capital London, United Kingdom	$77M	+$46.8M	10	1.71%	Increased
447	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$76.6M	+$7.35M	2	1.81%	Increased
448	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$76.5M	-$808K	1	8.89%	Reduced
449	Aspex Management (HK) Central, Hong Kong	$76.2M	-$72.2M	1	1.96%	Reduced
450	Moran Wealth Management Naples, Florida	$75.1M	+$1.02M	10	2.53%	Increased