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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	RG Renaissance Group Covington, Kentucky	$109M	-$39.6M	4	4.11%	Reduced
452	Yousif Capital Management Bloomfield Hills, Michigan	$108M	-$11.6M	20	1.15%	Reduced
453	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$107M	-$1.87M	1	6.4%	Reduced
454	Granahan Investment Management Waltham, Massachusetts	$107M	+$21.8M	3	4.39%	Increased
455	Engineers Gate Manager New York	$106M	+$15.4M	15	1.22%	Increased
456	LGT Group Foundation Vaduz, Liechtenstein	$106M	-$3.12M	5	1.22%	Reduced
457	Cubist Systematic Strategies Stamford, Connecticut	$106M	+$55.6M	14	0.5%	Increased
458	BWC Blue Whale Capital London, United Kingdom	$104M	+$24.4M	1	5.77%	Increased
459	NEOS Investment Management Westport, Connecticut	$104M	+$33.5M	12	0.78%	Increased
460	D.A. Davidson & Co Great Falls, Montana	$103M	+$10M	19	0.66%	Increased
461	Jump Financial Chicago, Illinois	$102M	+$246K	19	1.22%	Increased
462	Azora Capital LP Miami, Florida	$102M	-$12.8M	7	4.74%	Reduced
463	Hancock Whitney Gulfport, Mississippi	$102M	-$2.34M	12	1.86%	Reduced
464	PGH Partners Group Holding Baar-Zug, Switzerland	$102M	+$19.9M	2	5.65%	Increased
465	CCM Corsair Capital Management New York	$101M	+$925K	7	16.73%	Increased
466	Vanguard Personalized Indexing Management Oakland, California	$101M	+$522K	29	1.03%	Increased
467	Jones Financial Companies Des Peres, Missouri	$101M	+$13.7M	31	0.07%	Increased
468	PWAM Park West Asset Management San Francisco, California	$101M	+$40.7M	3	8.49%	Increased
469	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$100M	+$17M	6	0.9%	Increased
470	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$100M	+$82.4M	1	4.69%	New
471	ZIG Zuckerman Investment Group Chicago, Illinois	$100M	-$5.57M	3	9.28%	Reduced
472	SCM Spyglass Capital Management San Francisco, California	$99.9M	+$29.2M	1	5.33%	Increased
473	Aviso Financial Toronto, Ontario, Canada	$99.5M	+$1.19M	3	4.04%	Increased
474	Metis Global Partners San Diego, California	$99.1M	+$12.8M	10	2.33%	Increased
475	Algert Global San Francisco, California	$98.9M	+$1.2M	16	1.66%	Increased