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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	CT Cambridge Trust Cambridge, Massachusetts	$37.6M	+$861K	5	1.53%	Increased
502	ArrowMark Colorado Holdings Denver, Colorado	$37.6M	-$3.72M	5	0.28%	Reduced
503	Alpha Wave Global New York	$37.5M	+$6.1M	1	2.33%	Increased
504	GIM Grassi Investment Management Santa Clara, California	$37.5M	-$115K	3	4.25%	Reduced
505	JP Jana Partners New York	$37.3M	+$38.2M	1	2.52%	New
506	Steward Partners Investment Advisory New York	$37.1M	+$5.95M	23	0.65%	Increased
507	ESCM Echo Street Capital Management New York	$37.1M	-$52.8M	3	0.33%	Reduced
508	TP Toronado Partners San Francisco, California	$37M	-$3.54M	1	12.02%	Reduced
509	EIP Easterly Investment Partners Beverly, Massachusetts	$36.8M	+$10.8M	3	4.4%	Increased
510	Gradient Investments Arden Hills, Minnesota	$36.7M	+$22M	8	1.19%	Increased
511	Polar Asset Management Partners Toronto, Ontario, Canada	$36.7M	+$6.75M	2	0.36%	Increased
512	KC KCL Capital New York	$36.6M	+$15.5M	1	3.43%	Increased
513	ExodusPoint Capital Management New York	$36.4M	-$6.27M	13	0.53%	Reduced
514	Oppenheimer Asset Management New York	$36.3M	+$1.99M	13	0.56%	Increased
515	Dai-ichi Life Insurance Company Tokyo, Japan	$36.3M	-$3.96M	7	0.5%	Reduced
516	SCM Segantii Capital Management Hong Kong	$36.1M	+$696K	3	1.55%	Increased
517	SC Sasco Capital Fairfield, Connecticut	$36M	+$3.49M	1	4.5%	Increased
518	QS Investors New York	$35.7M	-$7.24M	10	0.42%	Reduced
519	ESBC E.S. Barr & Co Lexington, Kentucky	$35.5M	-$297K	1	2.79%	Reduced
520	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$35.4M	-$109K	1	2.93%	Reduced
521	RI Redwood Investments Boston, Massachusetts	$35.1M	-$13.3M	5	3.08%	Reduced
522	JAM JLP Asset Management New York	$35M	-$627K	3	22.32%	Reduced
523	NewEdge Advisors New Orleans, Louisiana	$34.8M	+$5.21M	8	1.04%	Increased
524	HA Heartland Advisors Milwaukee, Wisconsin	$34.8M	+$22.1M	4	2.2%	Increased
525	Signature Estate & Investment Advisors Los Angeles, California	$34.8M	+$2.42M	1	1.69%	Increased