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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
451	BFT Bitwise Funds Trust San Francisco, California	$155M	+$145M	7	34.18%	New
452	Brevan Howard Capital Management St. Helier, Jersey	$154M	+$35.6M	31	1.14%	Increased
453	Bowen Hanes & Co Ponte Vedra Beach, Florida	$153M	$0	4	3.73%	Maintained
454	Reinhart Partners Mequon, Wisconsin	$152M	-$8.78M	2	3.47%	Reduced
455	Homestead Advisers Arlington, Virginia	$151M	-$2.15M	5	3.76%	Reduced
456	PineBridge Investments New York	$151M	+$34.8M	11	1.24%	Increased
457	Utah Retirement Systems Salt Lake City, Utah	$151M	-$4.49M	25	1.44%	Reduced
458	MAC Monarch Alternative Capital New York	$151M	+$82.2M	1	21.33%	Increased
459	HVCM Hel Ved Capital Management Central, Hong Kong	$150M	+$89.2M	13	11.09%	Increased
460	NHAS Novo Holdings A/S Hellerup, Denmark	$150M	$0	1	8.68%	Maintained
461	Walleye Trading New York	$149M	+$15M	11	0.17%	Increased
462	PensionDanmark Copenhagen O, Denmark	$149M	+$4.26M	10	1.24%	Increased
463	Vest Financial Mclean, Virginia	$149M	-$50.9M	6	1.56%	Reduced
464	Cooke & Bieler Philadelphia, Pennsylvania	$148M	-$1.94M	1	1.71%	Reduced
465	Hardman Johnston Global Advisors Stamford, Connecticut	$148M	-$19.9M	3	5.19%	Reduced
466	Fenimore Asset Management Cobleskill, New York	$147M	+$1.05M	1	3.05%	Increased
467	Close Asset Management London, United Kingdom	$147M	-$22.4M	5	3.91%	Reduced
468	ING Group Amsterdam, Netherlands	$147M	+$78.7M	11	0.72%	Increased
469	TC Triata Capital Hong Kong	$146M	+$29.1M	2	24.78%	Increased
470	Mawer Investment Management Calgary, Alberta, Canada	$146M	+$15.6M	3	0.99%	Increased
471	NA Navellier & Associates Reno, Nevada	$145M	+$20.7M	11	11.52%	Increased
472	Raiffeisen Bank International Vienna, Austria	$145M	-$20M	14	1.7%	Reduced
473	Gabelli Funds Rye, New York	$145M	-$11.3M	14	0.93%	Reduced
474	Pinnacle Associates New York	$144M	-$179K	17	1.57%	Reduced
475	Chicago Capital Chicago, Illinois	$144M	-$22.9M	7	3.47%	Reduced