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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	Marshall Wace London, United Kingdom	$18.9M	+$13.8M	5	0.28%	Increased
527	AQR Arbitrage Greenwich, Connecticut	$18.9M	+$17.5M	2	0.23%	Increased
528	SM Selkirk Management Chatham, New Jersey	$18.9M	$0	1	9.72%	Maintained
529	BIM Barton Investment Management West Conshohocken, Pennsylvania	$18.8M	+$275K	1	3.04%	Increased
530	KCM Kingstown Capital Management New York	$18.7M	+$17.9M	1	2.34%	New
531	GA GRS Advisors Chicago, Illinois	$18.7M	+$13.3M	2	11.21%	Increased
532	Candriam SCA Strassen, Luxembourg, Luxembourg	$18.5M	+$5.56M	5	0.29%	Increased
533	CC ClearArc Capital Cincinnati, Ohio	$18.5M	+$7.51M	6	2.61%	Increased
534	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$18.5M	+$4.52M	5	0.16%	Increased
535	Anchor Capital Advisors Boston, Massachusetts	$18.4M	-$971K	2	0.68%	Reduced
536	Adams Diversified Equity Fund Baltimore, Maryland	$18.3M	-$7.66M	5	0.97%	Reduced
537	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$18.3M	+$283K	4	0.43%	Increased
538	Cullen/Frost Bankers San Antonio, Texas	$18.3M	-$1.82M	3	0.57%	Reduced
539	KTA Keeley-Teton Advisors Chicago, Illinois	$18.3M	+$3.5M	3	1.26%	Increased
540	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18M	-$158K	10	0.71%	Reduced
541	Huntington National Bank Columbus, Ohio	$17.9M	+$347K	13	0.3%	Increased
542	AC Ascend Capital Orinda, California	$17.8M	-$3.3M	3	0.84%	Reduced
543	Stephens Inc Little Rock, Arkansas	$17.4M	-$734K	5	0.53%	Reduced
544	LHC Lodge Hill Capital New York	$17.3M	+$18.1M	1	1.33%	New
545	Oppenheimer Asset Management New York	$17.3M	+$41K	11	0.42%	Increased
546	Cubist Systematic Strategies Stamford, Connecticut	$17.3M	+$1.42M	12	0.87%	Increased
547	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$17.3M	+$861K	14	0.78%	Increased
548	Norinchukin Bank Tokyo, Japan	$17.2M	+$2.7M	6	0.26%	Increased
549	Pendal Group Sydney, Australia	$17.1M	-$2.71M	4	0.22%	Reduced
550	GC GMT Capital Atlanta, Georgia	$17.1M	-$11.4M	1	0.41%	Reduced