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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	Polar Asset Management Partners Toronto, Ontario, Canada	$45.5M	+$18.5M	7	0.47%	Increased
477	Obermeyer Wealth Partners Aspen, Colorado	$45.5M	+$902K	5	2.53%	Increased
478	TPC Tiger Pacific Capital New York	$45.2M	-$420K	1	7.48%	Reduced
479	HA Heartland Advisors Milwaukee, Wisconsin	$44.5M	+$6.35M	5	2.58%	Increased
480	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$44.4M	-$1.22M	3	2.12%	Reduced
481	Tidal Investments Milwaukee, Wisconsin	$43.9M	+$3.75M	10	1.71%	Increased
482	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$43.7M	+$517K	6	5.62%	Increased
483	RCW Rheos Capital Works Tokyo, Japan	$43.5M	+$4.81M	3	2.2%	Increased
484	Weiss Multi-Strategy Advisers New York	$43.4M	-$36.6M	4	0.95%	Reduced
485	Dai-ichi Life Insurance Company Tokyo, Japan	$43.2M	+$2.19M	7	0.54%	Increased
486	Hancock Whitney Gulfport, Mississippi	$42.9M	-$53.6K	10	1.37%	Reduced
487	Curi RMB Capital Chicago, Illinois	$42.9M	+$254K	4	1.43%	Increased
488	Cooperman Leon G	$42.5M	+$3.75M	1	2.39%	Increased
489	CT Cambridge Trust Cambridge, Massachusetts	$42.2M	+$157K	5	1.59%	Increased
490	Gradient Investments Arden Hills, Minnesota	$41.9M	+$1.29M	10	1.23%	Increased
491	ArrowMark Colorado Holdings Denver, Colorado	$41.7M	-$2.66M	5	0.31%	Reduced
492	SCP Sandhill Capital Partners Buffalo, New York	$41.6M	+$35.9M	1	3.25%	Increased
493	Crawford Investment Counsel Atlanta, Georgia	$41.5M	-$13.2M	6	0.84%	Reduced
494	PC Port Capital Chicago, Illinois	$41.4M	-$45.1M	1	2.16%	Reduced
495	NewEdge Advisors New Orleans, Louisiana	$41.2M	+$2.58M	9	1.1%	Increased
496	GIM Grassi Investment Management Santa Clara, California	$41.1M	-$30.2K	3	4.46%	Reduced
497	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$40.9M	+$107K	1	3.04%	Increased
498	NIMI Natixis Investment Managers International Paris, France	$40.9M	+$5.34M	4	2.48%	Increased
499	Squarepoint New York	$40.9M	-$3.8M	22	0.16%	Reduced
500	TP Toronado Partners San Francisco, California	$40.9M	+$4.98M	1	11.92%	Increased