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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	TCM Tensile Capital Management Larkspur, California	$47.6M	-$2.75M	1	6.25%	Reduced
452	Cambridge Investment Research Advisors Fairfield, Iowa	$47.4M	+$941K	18	0.26%	Increased
453	Fifth Third Bancorp Cincinnati, Ohio	$47.4M	-$272K	21	0.22%	Reduced
454	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$47.1M	+$2.61M	11	1.24%	Increased
455	RCM Ratan Capital Management Miami Beach, Florida	$47M	+$15M	1	5.16%	Increased
456	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$45.7M	+$27.8M	1	2.05%	Increased
457	TPC Tiger Pacific Capital New York	$45.6M	-$18.3M	2	8.25%	Reduced
458	Penserra Capital Management Orinda, California	$44.6M	+$2.41M	13	0.83%	Increased
459	C Chescapmanager Baltimore, Maryland	$44.6M	+$23.5M	2	4.76%	Increased
460	Squarepoint New York	$44.5M	-$7.17M	15	0.26%	Reduced
461	E Ergoteles New York	$44.4M	+$26.1M	9	1.38%	Increased
462	HIM HughesLittle Investment Management Vancouver,	$44.1M	+$912K	1	11.39%	Increased
463	IAM Ion Asset Management Herzliya, Israel	$44M	+$101K	1	5.06%	Increased
464	Klingenstein Fields & Co New York	$43.9M	+$593K	3	1.99%	Increased
465	GLCM Greenlea Lane Capital Management Weston, Connecticut	$43.9M	-$1.11M	1	18.4%	Reduced
466	GLCP Greenlea Lane Capital Partners New York	$43.9M	+$41.1M	1	18.4%	New
467	Cubist Systematic Strategies Stamford, Connecticut	$43.8M	-$13.5M	25	0.56%	Reduced
468	Driehaus Capital Management Chicago, Illinois	$43.7M	-$738K	3	0.65%	Reduced
469	GCA GSI Capital Advisors Newport Beach, California	$43.5M	+$27.4M	2	19.13%	Increased
470	PGH Partners Group Holding Baar-Zug, Switzerland	$43.1M	+$11.8M	2	3.7%	Increased
471	Vestcor Inc Fredericton, New Brunswick, Canada	$42.7M	-$8.29M	12	1.6%	Reduced
472	CQS Credential Qtrade Securities Vancouver,	$42.7M	-$159K	3	3.85%	Reduced
473	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$42.6M	+$2.99M	3	2.32%	Increased
474	R.M. Davis Inc Portland, Maine	$42.5M	+$6.47M	2	1.17%	Increased
475	Braun Stacey Associates New York	$42.3M	+$703K	2	1.78%	Increased