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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	DAM Dorsey Asset Management Chicago, Illinois	$20.4M	$0	1	9.58%	Maintained
502	STT Singapore Technologies Telemedia Singapore	$20.4M	+$14.1M	1	0.53%	Increased
503	BFS Baskin Financial Services Toronto, Ontario, Canada	$20.2M	+$150K	1	4.21%	Increased
504	Weiss Multi-Strategy Advisers New York	$20.2M	+$4.62M	3	0.85%	Increased
505	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$20.1M	-$6.82M	5	0.24%	Reduced
506	CC ClearArc Capital Cincinnati, Ohio	$20M	+$5.25M	6	3.22%	Increased
507	B BP London, United Kingdom	$19.8M	+$3.07M	5	0.73%	Increased
508	Nomura Holdings Tokyo, Japan	$19.8M	+$16.1M	8	0.05%	Increased
509	Natixis Paris, France	$19.7M	+$16.1M	6	0.22%	Increased
510	Driehaus Capital Management Chicago, Illinois	$19.7M	-$15.2M	7	0.72%	Reduced
511	FI Fosun International Hong Kong, China	$19.7M	-$10.7M	1	2.43%	Reduced
512	BIM Barton Investment Management West Conshohocken, Pennsylvania	$19.6M	+$429K	1	5.17%	Increased
513	RCMC RK Capital Management (Colorado) Denver, Colorado	$19.6M	-$4.11M	2	3.94%	Reduced
514	GCA GSI Capital Advisors Newport Beach, California	$19.4M	+$18.8M	3	11.51%	New
515	CM CS McKee Pittsburgh, Pennsylvania	$19.3M	-$243K	1	1.55%	Reduced
516	Oppenheimer Asset Management New York	$19.2M	+$1.25M	13	0.53%	Increased
517	CAM ClariVest Asset Management San Diego, California	$19.1M	-$1.03M	5	0.46%	Reduced
518	SC Skylands Capital Milwaukee, Wisconsin	$19.1M	+$2.5M	1	2.64%	Increased
519	Cullen/Frost Bankers San Antonio, Texas	$18.9M	-$1.02M	2	0.63%	Reduced
520	SM Selkirk Management Chatham, New Jersey	$18.8M	-$2.59M	1	10.68%	Reduced
521	BHG Blue Harbour Group Greenwich, Connecticut	$18.8M	+$18.1M	1	0.72%	New
522	GIM Grassi Investment Management Santa Clara, California	$18.7M	+$6.39M	2	3.3%	Increased
523	Highbridge Capital Management New York	$18.7M	+$7.62M	3	0.28%	Increased
524	Ferguson Wellman Capital Management Portland, Oregon	$18.7M	+$4.09M	3	0.7%	Increased
525	SCP Sandhill Capital Partners Buffalo, New York	$18.6M	+$340K	1	3.94%	Increased