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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	BIC B&I Capital Zurich, Switzerland	$51.5M	-$6.5M	2	13.69%	Reduced
452	Braun Stacey Associates New York	$51.4M	+$573K	2	2%	Increased
453	TCM Tensile Capital Management Larkspur, California	$51.4M	-$4.46M	1	5.82%	Reduced
454	CQS Credential Qtrade Securities Vancouver,	$51.2M	+$1.79M	4	4.03%	Increased
455	Ninety One (UK) London, United Kingdom	$51.2M	-$2.59M	2	0.13%	Reduced
456	Group One Trading Chicago, Illinois	$51.1M	-$4.02M	16	0.06%	Reduced
457	HIM HughesLittle Investment Management Vancouver,	$50.6M	-$330K	1	11.79%	Reduced
458	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$50.5M	+$1.69M	1	2.05%	Increased
459	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$50.3M	+$45.5M	1	3.89%	New
460	Calamos Advisors Naperville, Illinois	$50.3M	+$5.9M	7	0.23%	Increased
461	Brinker Capital Investments Berwyn, Pennsylvania	$50.3M	+$6.6M	14	0.67%	Increased
462	MN Services Vermogensbeheer The Hague, Netherlands	$49.8M	+$57.6M	2	0.39%	New
463	Cambridge Investment Research Advisors Fairfield, Iowa	$49.8M	-$293K	18	0.24%	Reduced
464	Hudson Bay Capital Management Stamford, Connecticut	$49.7M	-$31.4M	8	0.6%	Reduced
465	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$49.6M	+$5.38M	5	1.62%	Increased
466	Erste Asset Management Vienna, Austria	$48.6M	+$9.33M	7	0.97%	Increased
467	Kornitzer Capital Management Shawnee Mission, Kansas	$48.3M	-$30.7M	6	0.73%	Reduced
468	Penserra Capital Management Orinda, California	$48.1M	+$653K	14	0.87%	Increased
469	ExodusPoint Capital Management New York	$47.8M	+$10.8M	17	0.53%	Increased
470	LR Library Research Hong Kong	$47.5M	$0	1	41%	Maintained
471	AssetMark Inc Concord, California	$47.2M	+$895K	13	0.22%	Increased
472	BFS Baskin Financial Services Toronto, Ontario, Canada	$47.1M	-$183K	2	4.31%	Reduced
473	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$46.4M	+$18.3M	5	0.49%	Increased
474	Oppenheimer Asset Management New York	$45.6M	+$5.96M	17	0.65%	Increased
475	C Chescapmanager Baltimore, Maryland	$45.6M	-$8.63M	2	5%	Reduced