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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
501	SGA Strategic Global Advisors Newport Beach, California	$17.1M	-$6.69K	1	6.4%	Reduced
502	VanEck Associates New York	$17.1M	-$1.27M	3	0.08%	Reduced
503	Robeco Schweiz Zurich, Switzerland	$16.8M	-$3.1M	3	1.46%	Reduced
504	Viking Global Investors Stamford, Connecticut	$16.8M	+$16.5M	2	0.07%	New
505	Magnetar Financial Evanston, Illinois	$16.6M	+$13.5M	7	0.24%	Increased
506	Susquehanna International Group Bala Cynwyd, Pennsylvania	$16.5M	-$8.22M	14	0.01%	Reduced
507	Churchill Management Los Angeles, California	$16.4M	+$4.49M	1	0.67%	Increased
508	Kayne Anderson Rudnick Investment Management Los Angeles, California	$16.3M	-$2.66M	3	0.2%	Reduced
509	GCP GSA Capital Partners London, United Kingdom	$16.3M	+$862K	11	0.88%	Increased
510	MTC McDaniel Terry & Co Austin, Texas	$16.2M	+$214K	1	3.47%	Increased
511	DekaBank Deutsche Girozentrale Frankfurt, Germany	$16.2M	-$9.29M	8	0.18%	Reduced
512	GCA GSI Capital Advisors Newport Beach, California	$16.2M	+$8.5M	2	13.45%	Increased
513	ACM Argent Capital Management St Louis, Missouri	$16.1M	+$253K	4	0.69%	Increased
514	EverPoint Asset Management Stamford, Connecticut	$15.9M	-$7.54M	1	0.29%	Reduced
515	AP Archon Partners Princeton Junction, New Jersey	$15.9M	-$2.88M	1	4.22%	Reduced
516	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$15.8M	$0	1	9.8%	Maintained
517	OMC Overbrook Management Corp New York	$15.7M	-$3.62M	1	3.61%	Reduced
518	SCA Summit Creek Advisors Minneapolis, Minnesota	$15.6M	-$207K	1	2.56%	Reduced
519	CHAM Clear Harbor Asset Management Stamford, Connecticut	$15.6M	+$284K	1	3.41%	Increased
520	LCP LGT Capital Partners Pfaeffikon, Switzerland	$15.5M	-$109K	2	2.17%	Reduced
521	CA CapWealth Advisors Franklin, Tennessee	$15.4M	-$420K	1	3.71%	Reduced
522	SM Seminole Management New York	$15.4M	-$8.93M	2	2.64%	Reduced
523	RIG Roosevelt Investment Group New York	$15.4M	+$3.73M	1	1.21%	Increased
524	Andra AP-fonden Goteborg, Sweden	$15.3M	-$7.75M	6	0.41%	Reduced
525	Schonfeld Strategic Advisors New York	$15.3M	+$14.2M	2	2.6%	Increased