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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	Heard Capital LLC Chicago, Illinois	$50.3M	+$26.3M	2	4.6%	Increased
452	Qube Research & Technologies (QRT) London, United Kingdom	$50.2M	-$22.7M	17	0.42%	Reduced
453	Oppenheimer Asset Management New York	$49.7M	-$519K	15	0.7%	Reduced
454	Azimuth Capital Management Bloomfield Hills, Michigan	$49.6M	+$640K	6	2.12%	Increased
455	Factory Mutual Insurance Waltham, Massachusetts	$49.5M	-$1.75M	1	0.67%	Reduced
456	DP Dearborn Partners Chicago, Illinois	$49.3M	+$944K	4	1.87%	Increased
457	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$48.9M	+$846K	2	3.64%	Increased
458	RCW Rheos Capital Works Tokyo, Japan	$47.9M	+$240K	4	2.31%	Increased
459	OP Oldfield Partners London, United Kingdom	$47.6M	-$14.2M	2	5.17%	Reduced
460	Cullen/Frost Bankers San Antonio, Texas	$47.5M	+$1.38M	9	0.92%	Increased
461	NIP Nicholas Investment Partners Rancho Santa Fe, California	$47.3M	+$6.6M	3	3.37%	Increased
462	PHK Point72 Hong Kong Hong Kong	$47.1M	+$10.7M	13	1.62%	Increased
463	ORIO Old Republic International (ORI) Chicago, Illinois	$47M	-$10.7M	1	0.95%	Reduced
464	TCM Tekne Capital Management New York	$46.9M	+$22.5M	1	9.91%	Increased
465	SG Americas Securities New York	$46.9M	-$11.2M	22	0.34%	Reduced
466	Stonegate Investment Group Birmingham, Alabama	$46.9M	+$2.26M	3	1.54%	Increased
467	Rathbones Group Liverpool, United Kingdom	$46.5M	+$3.7M	3	0.47%	Increased
468	Sessa Capital New York	$46.4M	+$16.9M	1	2.22%	Increased
469	Xponance Philadelphia, Pennsylvania	$46.4M	+$11.1M	13	0.77%	Increased
470	LM Lincluden Management Mississauga, Ontario, Canada	$46.3M	+$8.74M	2	4.1%	Increased
471	WCP Waterfront Capital Partners New York	$46.1M	+$13.5M	2	2.87%	Increased
472	ST Sabal Trust St. Petersburg, Florida	$46M	-$1.79M	1	3.19%	Reduced
473	LCP LGT Capital Partners Pfaeffikon, Switzerland	$46M	-$3.58M	3	1.31%	Reduced
474	Glenview Capital Management New York	$45.8M	+$24.9M	1	0.93%	Increased
475	ING Group Amsterdam, Netherlands	$45.7M	-$12.3M	6	0.46%	Reduced