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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	AIM Avity Investment Management Greenwich, Connecticut	$21M	+$1.16M	1	3.37%	Increased
452	FP Foundry Partners Minneapolis, Minnesota	$20.9M	+$17.4M	3	1.19%	Increased
453	Marshall Wace London, United Kingdom	$20.9M	-$11.5M	6	0.18%	Reduced
454	Commerce Bank Kansas City, Missouri	$20.8M	+$6M	4	0.33%	Increased
455	PP Paloma Partners Greenwich, Connecticut	$20.8M	+$7.13M	13	0.23%	Increased
456	TCM Tekne Capital Management New York	$20.6M	$0	1	5.58%	Maintained
457	Alyeska Investment Group Chicago, Illinois	$20.4M	+$21.4M	1	0.19%	New
458	SM SLS Management New York	$20.4M	+$3.72M	1	44.69%	Increased
459	NA Navellier & Associates Reno, Nevada	$20.2M	+$15.9M	6	3.02%	Increased
460	CAM Cortina Asset Management Milwaukee, Wisconsin	$20.2M	-$14.1M	2	0.92%	Reduced
461	Capital International Sarl Los Angeles, California	$20.2M	-$4.31M	3	1.72%	Reduced
462	AP Archon Partners Princeton Junction, New Jersey	$20.2M	$0	1	5.5%	Maintained
463	New Mexico Educational Retirement Board Santa Fe, New Mexico	$20.1M	+$2.36M	7	0.91%	Increased
464	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.1M	+$2.19M	8	0.45%	Increased
465	Whittier Trust South Pasadena, California	$19.9M	+$347K	10	0.88%	Increased
466	BPIM Brant Point Investment Management New York	$19.9M	+$6.13M	3	1.87%	Increased
467	Mutual of America Capital Management New York	$19.8M	+$4.93M	8	0.42%	Increased
468	Luther King Capital Management (LKCM) Fort Worth, Texas	$19.8M	+$12M	4	0.19%	Increased
469	SCM SKBA Capital Management San Francisco, California	$19.7M	-$1.22M	2	1.93%	Reduced
470	CAM Capstone Asset Management Houston, Texas	$19.3M	-$422K	14	0.58%	Reduced
471	Cubist Systematic Strategies Stamford, Connecticut	$19.1M	+$6.39M	15	1.11%	Increased
472	AAM AO Asset Management New York	$19.1M	+$20M	1	4.99%	New
473	WAM World Asset Management Detroit, Michigan	$19M	+$1.7M	10	0.73%	Increased
474	TC Towle & Co Denver, Colorado	$19M	-$5.54M	1	3.51%	Reduced
475	CC Cipher Capital New York	$18.8M	+$8.99M	4	1.32%	Increased