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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	C Chescapmanager Baltimore, Maryland	$43.3M	+$1M	2	5.78%	Increased
527	Mercer Global Advisors Denver, Colorado	$43.3M	+$2.21M	13	0.27%	Increased
528	GF Greenhouse Funds Baltimore, Maryland	$43.2M	+$7.55M	1	4.04%	Increased
529	Kennedy Capital Management St Louis, Missouri	$43.2M	+$6.12M	4	0.91%	Increased
530	Moore Capital Management New York	$43.1M	-$28.2M	6	0.86%	Reduced
531	IM Islet Management New York	$43.1M	+$30.7M	2	1.18%	Increased
532	MIM Manitou Investment Management Toronto, Ontario, Canada	$43.1M	+$900K	1	6.9%	Increased
533	GIM Grassi Investment Management Santa Clara, California	$42.9M	-$9.89M	2	4.29%	Reduced
534	OA Oak Associates Akron, Ohio	$42.4M	+$342K	3	2.26%	Increased
535	HA Heartland Advisors Milwaukee, Wisconsin	$42.2M	-$8.32M	5	2.47%	Reduced
536	NIP Nicholas Investment Partners Rancho Santa Fe, California	$41.9M	+$13.2M	3	2.65%	Increased
537	Aristotle Atlantic Partners Sarasota, Florida	$41.8M	-$131K	2	2.43%	Reduced
538	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$41.8M	-$2.39M	5	1.97%	Reduced
539	IndexIQ Advisors New York	$41.7M	+$27M	12	1.39%	Increased
540	Nomura Holdings Tokyo, Japan	$41.2M	+$716K	12	0.1%	Increased
541	PHK Point72 Hong Kong Hong Kong	$41.2M	+$29.8M	13	1.43%	Increased
542	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$41.1M	+$2.96M	7	0.95%	Increased
543	ArrowMark Colorado Holdings Denver, Colorado	$41M	-$5.14M	5	0.33%	Reduced
544	Ancora Advisors Cleveland, Ohio	$41M	+$632K	12	0.97%	Increased
545	AHC Adell Harriman & Carpenter Houston, Texas	$40.8M	+$1.59M	5	3.79%	Increased
546	Tiedemann Advisors New York	$40.7M	-$74.8K	3	1.99%	Reduced
547	Squarepoint New York	$40.5M	-$19.4M	20	0.11%	Reduced
548	Smith Salley Wealth Management Greensboro, North Carolina	$40.5M	+$348K	4	2.87%	Increased
549	Varma Mutual Pension Insurance Co Helsinki, Finland	$40.3M	+$5.09M	2	0.59%	Increased
550	Cannell & Spears New York	$40.3M	-$662K	6	2.72%	Reduced