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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	MCI McDonald Capital Investors Orinda, California	$107M	-$2.49M	1	7.32%	Reduced
502	Tudor Investment Corp Stamford, Connecticut	$107M	-$14M	21	0.2%	Reduced
503	Axiom Investors Greenwich, Connecticut	$106M	+$16.9M	4	1.18%	Increased
504	ECP Electron Capital Partners New York	$106M	+$37M	4	4.15%	Increased
505	C Chescapmanager Baltimore, Maryland	$106M	$0	1	9.46%	Maintained
506	Los Angeles Capital Management Los Angeles, California	$106M	-$116M	26	0.42%	Reduced
507	KC Kryger Capital London, United Kingdom	$106M	+$28.9M	2	7.47%	Increased
508	PineBridge Investments New York	$106M	-$56.7M	7	0.89%	Reduced
509	Ghisallo Capital Management Boston, Massachusetts	$105M	+$107M	5	2.9%	Increased
510	Conestoga Capital Advisors Wayne, Pennsylvania	$105M	-$46M	1	2.1%	Reduced
511	Cresset Asset Management Chicago, Illinois	$105M	-$2.22M	20	0.45%	Reduced
512	Trillium Asset Management Boston, Massachusetts	$105M	+$53.8M	4	3.48%	Increased
513	ACM Analog Century Management New York	$105M	-$104M	1	5%	Reduced
514	Oppenheimer Asset Management New York	$105M	+$17.9M	19	1.19%	Increased
515	MAI Capital Management Independence, Ohio	$104M	+$4.84M	44	0.59%	Increased
516	1WCM 12 West Capital Management New York	$104M	-$73.2M	1	17.52%	Reduced
517	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$103M	+$7.83M	14	1.33%	Increased
518	ZIG Zuckerman Investment Group Chicago, Illinois	$101M	-$54.4M	2	9.5%	Reduced
519	Carrhae Capital London, United Kingdom	$101M	+$16.8M	2	3.02%	Increased
520	Hudson Bay Capital Management Stamford, Connecticut	$99.6M	-$173M	18	0.34%	Reduced
521	PGH Partners Group Holding Baar-Zug, Switzerland	$99.4M	+$3.02M	2	7.36%	Increased
522	SI Sora Investors Bryn Mawr, Pennsylvania	$99.4M	-$19M	4	9.16%	Reduced
523	Cincinnati Insurance Fairfield, Ohio	$99.1M	$0	2	1.5%	Maintained
524	Allstate Corporation Northbrook, Illinois	$98.9M	+$30.2M	21	1.06%	Increased
525	Clear Street New York	$98.9M	-$88.5M	7	0.4%	Reduced