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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	JAM JLP Asset Management New York	$36.1M	+$4.6M	3	23.81%	Increased
502	ECP Electron Capital Partners New York	$35.8M	-$2.18M	1	2.45%	Reduced
503	Krane Funds Advisors New York	$35.5M	+$18.8M	5	1.4%	Increased
504	ArrowMark Colorado Holdings Denver, Colorado	$35.5M	+$9.36M	5	0.27%	Increased
505	R.M. Davis Inc Portland, Maine	$35.4M	+$15.8M	2	1.02%	Increased
506	PHAM Pacific Heights Asset Management San Francisco, California	$34.9M	+$6.1M	2	3.45%	Increased
507	D1 Capital Partners New York	$34.7M	$0	1	0.16%	Maintained
508	CT Cambridge Trust Cambridge, Massachusetts	$34.7M	+$1.99M	4	1.64%	Increased
509	Alpha Wave Global New York	$34.6M	+$26.2M	1	2.03%	New
510	Polar Asset Management Partners Toronto, Ontario, Canada	$34.1M	+$28.7M	4	0.37%	Increased
511	Cullen/Frost Bankers San Antonio, Texas	$33.9M	-$531K	8	0.78%	Reduced
512	SLF Sun Life Financial Toronto, Ontario, Canada	$33.7M	+$33.1M	5	4.42%	Increased
513	ESBC E.S. Barr & Co Lexington, Kentucky	$33.3M	-$230K	1	2.89%	Reduced
514	Empyrean Capital Partners Los Angeles, California	$33.1M	+$30.9M	2	1.08%	New
515	Oppenheimer Asset Management New York	$33.1M	-$155K	12	0.55%	Reduced
516	Becker Capital Management Portland, Oregon	$33M	-$696K	4	1.63%	Reduced
517	HCM Hahn Capital Management Walnut Creek, California	$32.9M	-$802K	2	6.75%	Reduced
518	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$32.9M	-$63.1K	1	2.85%	Reduced
519	OA Oak Associates Akron, Ohio	$32.8M	+$1.45M	3	1.98%	Increased
520	BIM Barton Investment Management West Conshohocken, Pennsylvania	$32.5M	-$87.8K	1	2.79%	Reduced
521	PGH Partners Group Holding Baar-Zug, Switzerland	$32.4M	+$5.24M	2	3.01%	Increased
522	LFDLE La Financiere de L'Echiquier Paris, France	$32.2M	+$8.34M	2	1.53%	Increased
523	Erste Asset Management Vienna, Austria	$31.7M	+$5.93M	6	0.88%	Increased
524	Country Trust Bank Bloomington, Illinois	$31.3M	+$112K	3	1.08%	Increased
525	EULAV Asset Management Sarasota, Florida	$31.3M	+$3.21M	3	0.82%	Increased