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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	Segall Bryant & Hamill Chicago, Illinois	$17.2M	+$739K	7	0.27%	Increased
577	Fred Alger Management New York	$17.1M	-$127M	5	0.07%	Reduced
578	MCM Moerus Capital Management New York	$17M	-$5.48M	1	5.04%	Reduced
579	FTCM Fir Tree Capital Management New York	$17M	-$51.6K	1	1.45%	Reduced
580	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$17M	+$131K	14	0.85%	Increased
581	ACM Arlington Capital Management Arlington Heights, Illinois	$16.9M	+$15.9M	1	9.12%	New
582	SM Senvest Management New York	$16.8M	+$3.97M	1	1.26%	Increased
583	Adams Diversified Equity Fund Baltimore, Maryland	$16.8M	-$1.11M	5	0.92%	Reduced
584	NA Neuburgh Advisers Los Angeles, California	$16.8M	+$6.6M	8	0.57%	Increased
585	Discovery Capital Management South Norwalk, Connecticut	$16.8M	-$33.6M	1	1.75%	Reduced
586	ECAM East Coast Asset Management Essex, Massachusetts	$16.7M	+$15.6M	1	4.15%	New
587	Polar Asset Management Partners Toronto, Ontario, Canada	$16.7M	+$152K	1	0.37%	Increased
588	Acadian Asset Management Boston, Massachusetts	$16.6M	-$8.42M	12	0.07%	Reduced
589	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.6M	-$79.1K	1	1.66%	Reduced
590	DG Delek Group Herzliya, Israel	$16.4M	-$121K	1	0.68%	Reduced
591	Weiss Asset Management Boston, Massachusetts	$16.4M	+$2.88M	3	1.28%	Increased
592	Carillon Tower Advisers St. Petersburg, Florida	$16.4M	+$1.88M	1	0.12%	Increased
593	B BP London, United Kingdom	$16.4M	+$1.4M	6	0.64%	Increased
594	FFA First Foundation Advisors Irvine, California	$16.3M	-$524K	1	0.97%	Reduced
595	Gradient Investments Arden Hills, Minnesota	$16.2M	+$14.7M	8	1.05%	Increased
596	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.1M	+$8.4M	3	1.56%	Increased
597	MP Marlowe Partners New York	$16.1M	+$3.81M	2	11.18%	Increased
598	Johnson Investment Counsel Cincinnati, Ohio	$16M	-$939K	5	0.34%	Reduced
599	ECAU Everett Capital Advisors (UK) London, United Kingdom	$16M	+$14.4M	1	1.59%	New
600	Jane Street New York	$15.9M	+$1.65M	12	0.03%	Increased