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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
576	Americana Partners Houston, Texas	$112M	+$4.8M	13	2.52%	Increased
577	Y-Intercept (HK) Hong Kong	$112M	+$73M	20	2.21%	Increased
578	Scharf Investments Los Gatos, California	$111M	-$7.51M	2	3.67%	Reduced
579	MN Services Vermogensbeheer The Hague, Netherlands	$111M	-$5.53M	6	0.83%	Reduced
580	Laurion Capital Management New York	$111M	+$70.6M	11	2.84%	Increased
581	Carrhae Capital London, United Kingdom	$111M	+$42.7M	2	3.06%	Increased
582	Allworth Financial Folsom, California	$111M	-$25M	45	0.47%	Reduced
583	Group One Trading Chicago, Illinois	$111M	+$9.73M	27	0.16%	Increased
584	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$111M	+$81.4M	9	2.08%	Increased
585	Phoenix Financial Givatayim, Israel	$110M	+$81.4M	16	0.75%	Increased
586	Guggenheim Capital Chicago, Illinois	$110M	+$6.37M	25	0.69%	Increased
587	Trillium Asset Management Boston, Massachusetts	$110M	-$75.9M	4	3.37%	Reduced
588	New York Life Investment Management New York	$109M	+$1.42M	13	0.76%	Increased
589	R.M. Davis Inc Portland, Maine	$109M	-$1.6M	6	1.72%	Reduced
590	B. Metzler seel. Sohn & Co Frankfurt, Germany	$109M	+$24.7M	17	0.94%	Increased
591	SAM Scopus Asset Management New York	$109M	+$43.2M	6	1.53%	Increased
592	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$109M	+$90.6M	4	10.58%	New
593	AI Aperture Investors New York	$109M	-$5.15M	6	9.83%	Reduced
594	CC Covalis Capital London, United Kingdom	$108M	-$15.8M	6	6.12%	Reduced
595	Emerald Advisers Leola, Pennsylvania	$107M	-$102M	4	2.51%	Reduced
596	Cincinnati Insurance Fairfield, Ohio	$105M	$0	2	1.52%	Maintained
597	Polar Asset Management Partners Toronto, Ontario, Canada	$105M	+$97.2M	7	1.73%	Increased
598	Graham Capital Management Rowayton, Connecticut	$105M	+$26.7M	13	1.92%	Increased
599	SGAM Smith Group Asset Management Dallas, Texas	$105M	-$13.5M	4	4.27%	Reduced
600	Crawford Investment Counsel Atlanta, Georgia	$104M	-$11.4M	7	1.74%	Reduced