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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	DCM Dupont Capital Management Wilmington, Delaware	$49.9M	-$13.6M	14	1.57%	Reduced
452	BFS Baskin Financial Services Toronto, Ontario, Canada	$49.8M	+$378K	2	4.42%	Increased
453	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$49.7M	+$1.32M	1	2.07%	Increased
454	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$49M	+$13.9M	5	0.24%	Increased
455	AssetMark Inc Concord, California	$49M	+$317K	15	0.22%	Increased
456	CCM Corsair Capital Management New York	$48.8M	-$1.46M	1	9.29%	Reduced
457	Ghisallo Capital Management Boston, Massachusetts	$48.6M	+$52.6M	2	1.85%	New
458	Curi RMB Capital Chicago, Illinois	$48.5M	+$474K	4	1.59%	Increased
459	Tidal Investments Milwaukee, Wisconsin	$48.5M	+$19.1M	11	1.81%	Increased
460	BTP Bloom Tree Partners New York	$48.5M	+$5.62M	1	5.78%	Increased
461	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$48.3M	+$4.09M	8	6.14%	Increased
462	Marshall Wace North America New York	$47.9M	-$26.8M	5	0.2%	Reduced
463	Tudor Investment Corp Stamford, Connecticut	$47.9M	+$7.56M	14	0.78%	Increased
464	Braun Stacey Associates New York	$47.5M	-$1.1M	2	1.9%	Reduced
465	Westfield Capital Management Boston, Massachusetts	$47.1M	-$37.9M	1	0.28%	Reduced
466	O'Shaughnessy Asset Management Stamford, Connecticut	$47.1M	-$17.6M	31	0.96%	Reduced
467	Private Advisor Group Morristown, New Jersey	$46.9M	+$17.9M	11	0.3%	Increased
468	Penserra Capital Management Orinda, California	$46.7M	+$1.34M	14	0.97%	Increased
469	GLCM Greenlea Lane Capital Management Weston, Connecticut	$46.6M	+$4.98M	1	15.23%	Increased
470	Reinhart Partners Mequon, Wisconsin	$46.3M	+$16.8M	2	2.35%	Increased
471	Cullen/Frost Bankers San Antonio, Texas	$45.7M	+$5.16M	10	0.92%	Increased
472	HA Heartland Advisors Milwaukee, Wisconsin	$45.6M	+$2.5M	5	2.75%	Increased
473	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$45.5M	-$107K	6	0.48%	Reduced
474	NewEdge Advisors New Orleans, Louisiana	$45.5M	+$3.12M	10	1.12%	Increased
475	Obermeyer Wealth Partners Aspen, Colorado	$45.2M	+$413K	5	2.5%	Increased