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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	PGH Partners Group Holding Baar-Zug, Switzerland	$55.5M	-$3.06M	3	4.73%	Reduced
477	GIC GFI Investment Counsel Toronto, Ontario, Canada	$55.4M	-$978K	1	7.66%	Reduced
478	Walleye Capital New York	$55.3M	+$1.78M	10	0.12%	Increased
479	Oppenheimer Asset Management New York	$55.3M	+$1.5M	14	0.77%	Increased
480	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$55.2M	-$12.6M	3	2.37%	Reduced
481	C Chescapmanager Baltimore, Maryland	$54.8M	+$1.28M	1	5.34%	Increased
482	Wedge Capital Management Charlotte, North Carolina	$54.7M	-$3.79M	4	0.98%	Reduced
483	Brinker Capital Investments Berwyn, Pennsylvania	$54.3M	-$3.46M	16	0.63%	Reduced
484	Orion Portfolio Solutions Omaha, Nebraska	$54.3M	-$3.46M	16	0.63%	Reduced
485	Oregon Public Employees Retirement Fund Tigard, Oregon	$54.2M	+$7.1M	14	0.96%	Increased
486	ABN AMRO Investment Solutions Paris Cedex 008,	$54.1M	-$3.06M	3	0.95%	Reduced
487	Ceredex Value Advisors Orlando, Florida	$53.8M	+$8.41M	2	0.93%	Increased
488	CQS Credential Qtrade Securities Vancouver,	$53.6M	+$1.26M	4	3.19%	Increased
489	HRT Financial New York	$53.5M	-$6.31M	19	0.39%	Reduced
490	Verition Fund Management Greenwich, Connecticut	$53.1M	+$13.6M	21	0.42%	Increased
491	Illinois Municipal Retirement Fund Oak Brook, Illinois	$52.7M	-$1.64M	14	0.88%	Reduced
492	Horizon Kinetics Asset Management New York	$52.7M	-$703K	5	1.1%	Reduced
493	Jericho Capital Asset Management New York	$52.5M	+$46.6M	1	1.61%	New
494	Ancora Advisors Cleveland, Ohio	$52.5M	-$709K	12	1.23%	Reduced
495	Scout Investments Kansas City, Missouri	$52.4M	+$1.85M	3	1.31%	Increased
496	Oversea-Chinese Banking Corp (OCBC) Singapore	$52.3M	-$6.05M	4	1.84%	Reduced
497	Vestcor Inc Fredericton, New Brunswick, Canada	$52.1M	+$1.8M	16	1.76%	Increased
498	Snyder Capital Management San Francisco, California	$51.9M	-$6.26M	1	1.17%	Reduced
499	ExodusPoint Capital Management New York	$51.9M	-$79.6M	9	0.34%	Reduced
500	Advisors Capital Management Ridgewood, New Jersey	$51.9M	+$2.01M	4	1.06%	Increased