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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
526	SRCM Sterling Ridge Capital Management New York	$15.7M	+$3.55M	1	4.4%	Increased
527	GCP GSA Capital Partners London, United Kingdom	$15.6M	+$7.12M	14	0.62%	Increased
528	WCMNY Westchester Capital Management (New York) Valhalla, New York	$15.5M	+$15.1M	1	0.24%	New
529	RC Rivulet Capital Summit, New Jersey	$15.5M	+$2.83M	1	9.24%	Increased
530	LCM LG Capital Management Owings Mills, Maryland	$15.5M	+$2.3M	1	4.72%	Increased
531	Intact Investment Management Montreal, Quebec, Canada	$15.4M	+$3.31M	2	0.62%	Increased
532	Donaldson Capital Management Evansville, Indiana	$15.4M	+$1.54M	1	2.17%	Increased
533	GS Gagnon Securities New York	$15.4M	-$2.76M	1	5.1%	Reduced
534	TAM THB Asset Management Norwalk, Connecticut	$15.4M	+$250K	2	1.07%	Increased
535	HBK Investments Dallas, Texas	$15.4M	-$984K	7	0.14%	Reduced
536	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$15.3M	-$841K	1	2.31%	Reduced
537	Discovery Capital Management South Norwalk, Connecticut	$15.2M	-$13.6M	1	0.17%	Reduced
538	Catalyst Capital Advisors Huntington, New York	$15M	-$4.81M	4	1.71%	Reduced
539	GAI General American Investors New York	$14.9M	+$2.38M	1	1.23%	Increased
540	REMS Real Estate Management Services	$14.8M	-$110K	1	2.49%	Reduced
541	QAM Quentec Asset Management New York	$14.8M	-$7.31M	1	3.07%	Reduced
542	Chilton Capital Management Houston, Texas	$14.6M	+$979K	2	1.47%	Increased
543	Martingale Asset Management Boston, Massachusetts	$14.5M	+$243K	4	0.35%	Increased
544	AC Ascend Capital Orinda, California	$14.4M	+$4.95M	2	0.5%	Increased
545	Congress Asset Management Boston, Massachusetts	$14.4M	-$170K	2	0.35%	Reduced
546	SA Steadfast Advisors New York	$14.4M	-$685K	1	4.7%	Reduced
547	Greenleaf Trust Kalamazoo, Michigan	$14.2M	+$1.23M	1	0.43%	Increased
548	SC Selz Capital New York	$14.2M	+$6.34M	1	2.44%	Increased
549	WAM World Asset Management Detroit, Michigan	$14.2M	+$373K	11	0.49%	Increased
550	Aristotle Capital Management Los Angeles, California	$14.1M	-$2.46M	2	0.18%	Reduced