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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	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$19M	+$630K	1	2.81%	Increased
477	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$19M	+$4.23M	5	0.19%	Increased
478	Gotham Asset Management New York	$19M	-$5.2M	4	0.25%	Reduced
479	TCM Tekne Capital Management New York	$18.9M	$0	1	2.97%	Maintained
480	B BP London, United Kingdom	$18.8M	-$2.77M	6	0.72%	Reduced
481	Winton Group London, United Kingdom	$18.8M	+$7.66M	4	0.32%	Increased
482	JP Morgan Private Wealth Advisors San Francisco, California	$18.7M	+$169K	6	0.17%	Increased
483	NCGI Next Century Growth Investors Plymouth, Minnesota	$18.7M	-$245K	2	0.86%	Reduced
484	CAM Capstone Asset Management Houston, Texas	$18.6M	-$1.36M	14	0.54%	Reduced
485	CIM Corbyn Investment Management Lutherville, Maryland	$18.6M	-$1.52M	2	6.01%	Reduced
486	HBK Investments Dallas, Texas	$18.6M	+$2.19M	8	0.17%	Increased
487	Luther King Capital Management (LKCM) Fort Worth, Texas	$18.5M	-$5.06M	4	0.18%	Reduced
488	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18.4M	-$1.9M	7	0.92%	Reduced
489	CCM Corsair Capital Management New York	$18.4M	-$1.63M	1	3.04%	Reduced
490	RAM RWC Asset Management London, United Kingdom	$18.4M	-$5.67M	1	1.12%	Reduced
491	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.3M	+$2.1M	1	3.92%	Increased
492	Cullen/Frost Bankers San Antonio, Texas	$18.2M	-$145K	2	0.65%	Reduced
493	Johnson Investment Counsel Cincinnati, Ohio	$18M	-$4.26M	5	0.58%	Reduced
494	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$17.9M	-$5.65M	2	0.28%	Reduced
495	CHA Cedar Hill Associates Chicago, Illinois	$17.9M	+$273K	1	2.92%	Increased
496	Balyasny Asset Management Chicago, Illinois	$17.7M	-$50.4M	8	0.1%	Reduced
497	BOK Financial Tulsa, Oklahoma	$17.7M	+$2.25M	8	0.59%	Increased
498	JAM JCIC Asset Management Toronto, Ontario, Canada	$17.3M	-$1.5M	1	5.46%	Reduced
499	BFS Baskin Financial Services Toronto, Ontario, Canada	$17.3M	+$182K	1	4.53%	Increased
500	BlueCrest Capital Management St Helier, Jersey	$17.3M	+$10.4M	3	0.55%	Increased