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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	Locust Wood Capital Advisers New York	$29.7M	-$8.9M	1	1.63%	Reduced
577	Tudor Investment Corp Stamford, Connecticut	$29.7M	-$19.5M	12	0.7%	Reduced
578	SAM Shell Asset Management The Hague, Netherlands	$29.5M	-$2.29M	15	0.7%	Reduced
579	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$29.4M	-$123K	3	1.98%	Reduced
580	Walleye Capital New York	$29.4M	-$14.1M	8	0.78%	Reduced
581	Synovus Financial Columbus, Georgia	$29.1M	+$923K	7	0.31%	Increased
582	SOAMC Spirit of America Management Corp Syosset, New York	$29M	-$6.43M	5	5.67%	Reduced
583	Paradigm Capital Management Inc Albany, New York	$28.9M	+$2.89M	2	1.56%	Increased
584	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.9M	-$6.15M	1	1.13%	Reduced
585	Group One Trading Chicago, Illinois	$28.9M	-$30.4M	23	0.03%	Reduced
586	RIG Roosevelt Investment Group New York	$28.9M	-$10.9M	5	1.72%	Reduced
587	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.6M	-$99.6K	1	1.82%	Reduced
588	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$28.6M	+$2.65M	4	0.35%	Increased
589	GCA GSI Capital Advisors Newport Beach, California	$28.5M	+$4.45M	2	10.75%	Increased
590	Country Trust Bank Bloomington, Illinois	$28.5M	+$2.45M	5	0.8%	Increased
591	TCM Tensile Capital Management Larkspur, California	$28.5M	-$12.9M	1	4.14%	Reduced
592	JAM JLP Asset Management New York	$28.4M	-$5.23M	2	17.66%	Reduced
593	Partners Capital Investment Group Boston, Massachusetts	$28.3M	+$1.12M	2	1.39%	Increased
594	MAI Capital Management Independence, Ohio	$28.3M	+$825K	7	0.48%	Increased
595	VAM Vert Asset Management Sausalito, California	$28.3M	+$3.37M	4	22.78%	Increased
596	Heritage Wealth Advisors Richmond, Virginia	$28.1M	+$1.89M	3	1.56%	Increased
597	Cooperman Leon G	$28M	$0	1	1.47%	Maintained
598	Alpha Cubed Investments Irvine, California	$27.9M	+$2.6M	4	1.78%	Increased
599	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$27.8M	-$1.08M	2	2.43%	Reduced
600	WhitTier Trust Company Reno, Nevada	$27.8M	+$3.06M	11	1.01%	Increased