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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
476
AIM
Avity Investment Management
Connecticut
$18.8M +$1.28M 1 3.02% Increased
477
HCMT
Highland Capital Management (Texas)
Texas
$18.8M +$5.03M 1 0.63% Increased
478
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$18.3M +$1.43M 2 1.01% Increased
479
Foresters Investment Management
Foresters Investment Management
New York
$18.2M -$3.58M 3 0.36% Reduced
480
LPC
Long Pond Capital
New York
$18.2M +$15.9M 1 1.08% New
481
SRFM
Shannon River Fund Management
New York
$18.1M +$677K 1 1.84% Increased
482
SAM
Scopus Asset Management
New York
$18M +$17.4M 1 0.47% New
483
APCM
Arbiter Partners Capital Management
New York
$17.9M +$394K 1 1.66% Increased
484
RCM
Riverhead Capital Management
Delaware
$17.9M -$1.57M 5 0.27% Reduced
485
Moore Capital Management
Moore Capital Management
New York
$17.9M -$34.4M 3 0.56% Reduced
486
LCP
LeVasseur Capital Partners
California
$17.8M +$554K 1 20.88% Increased
487
CLM
ClearBridge LLC (Maryland)
Maryland
$17.8M +$4.87K 2 0.31% Increased
488
Sarasin & Partners
Sarasin & Partners
United Kingdom
$17.7M -$353K 3 0.27% Reduced
489
GS
Gagnon Securities
New York
$17.7M +$86.3K 1 5.69% Increased
490
Oppenheimer & Co
Oppenheimer & Co
New York
$17.6M +$9.7K 8 0.5% Increased
491
GIM
Greystone Investment Management
Ohio
$17.4M -$34.8K 2 6.63% Reduced
492
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$17.3M +$1.16M 4 0.13% Increased
493
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.3M -$2.11M 6 0.39% Reduced
494
IP
Interval Partners
New York
$17.3M +$9.51M 1 2.61% Increased
495
Los Angeles Capital Management
Los Angeles Capital Management
California
$17.3M +$11M 7 0.16% Increased
496
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$17.2M -$575K 4 0.4% Reduced
497
Utah Retirement Systems
Utah Retirement Systems
Utah
$17M +$90.2K 7 0.47% Increased
498
Marshall Wace
Marshall Wace
United Kingdom
$17M +$3.75M 5 0.22% Increased
499
ECM
Estabrook Capital Management
New York
$16.9M -$307K 2 1.86% Reduced
500
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$16.9M +$101K 1 3.07% Increased
18 19
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