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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	TAL TIG Advisors LLC New York	$53.7M	+$50.8M	1	2.67%	New
477	SC Shellback Capital Boston, Massachusetts	$53.6M	+$51.4M	1	3.1%	New
478	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$53M	+$50.2M	1	2.63%	New
479	Cullen/Frost Bankers San Antonio, Texas	$52.6M	-$1.53M	9	1%	Reduced
480	Factory Mutual Insurance Waltham, Massachusetts	$52.4M	-$12.9M	1	0.76%	Reduced
481	Dai-ichi Life Insurance Company Tokyo, Japan	$52.3M	-$1.31M	7	0.67%	Reduced
482	Tudor Investment Corp Stamford, Connecticut	$52.3M	-$2.95M	14	0.88%	Reduced
483	AC Avenir Corporation Alexandria, Virginia	$52.3M	+$2.25M	3	4.03%	Increased
484	SGAM Smith Group Asset Management Dallas, Texas	$51.9M	-$20.2M	3	2.39%	Reduced
485	Curi RMB Capital Chicago, Illinois	$51.8M	+$786K	4	1.56%	Increased
486	ExodusPoint Capital Management New York	$51.3M	-$46.5M	17	0.53%	Reduced
487	SCH Sylebra Capital (HK) Hong Kong	$51.3M	+$4.91M	1	1.65%	Increased
488	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$51.1M	-$935K	3	2.33%	Reduced
489	Azimuth Capital Management Bloomfield Hills, Michigan	$51M	-$10.9M	7	2.06%	Reduced
490	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$50.8M	+$1.18M	1	3.16%	Increased
491	Andra AP-fonden Goteborg, Sweden	$50.4M	-$19.6M	7	1.03%	Reduced
492	Obermeyer Wealth Partners Aspen, Colorado	$50M	+$1.32M	6	2.68%	Increased
493	ST Sabal Trust St. Petersburg, Florida	$50M	-$1.94M	1	3.17%	Reduced
494	CC Conversant Capital Summit, New Jersey	$49.9M	+$44.9M	2	10.86%	New
495	Cooperman Leon G	$49.9M	+$5.52M	1	2.51%	Increased
496	Congress Wealth Management Boston, Massachusetts	$49.8M	+$49M	5	0.99%	New
497	OP Oslo Pensjonsforsikring Oslo,	$49.4M	$0	1	5.98%	Maintained
498	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$49.3M	-$18.2M	13	1.29%	Reduced
499	Steward Partners Investment Advisory New York	$49.2M	+$4.79M	23	0.75%	Increased
500	GAMCO Investors Greenwich, Connecticut	$49.2M	+$5.66M	5	0.42%	Increased