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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
601	Tiger Global Management New York	$14.3M	$0	1	0.1%	Maintained
602	Norinchukin Bank Tokyo, Japan	$14.3M	+$2.35M	6	0.24%	Increased
603	SCM SKBA Capital Management San Francisco, California	$14.2M	+$49.2K	2	1.93%	Increased
604	Kennedy Capital Management St Louis, Missouri	$14.2M	-$6.31M	3	0.28%	Reduced
605	Sterling Capital Management Charlotte, North Carolina	$14.2M	-$6.94M	7	0.13%	Reduced
606	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.1M	+$791K	2	1.57%	Increased
607	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$14.1M	+$2.77M	5	2.54%	Increased
608	E. Ohman J:or Asset Management Stockholm, Sweden	$14M	-$2.38M	6	1.12%	Reduced
609	GCA GSI Capital Advisors Newport Beach, California	$14M	+$264K	2	7.9%	Increased
610	SCH Sylebra Capital (HK) Hong Kong	$14M	+$13.9M	1	1.14%	New
611	VEPM Vista Equity Partners Management San Francisco, California	$13.9M	+$54.4K	2	1.48%	Increased
612	Foresters Investment Management New York	$13.9M	-$2.08M	5	0.23%	Reduced
613	SCA Secor Capital Advisors New York	$13.9M	+$6.21M	3	1.14%	Increased
614	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	+$7.96K	1	1.43%	Increased
615	Schonfeld Strategic Advisors New York	$13.8M	+$2.25M	7	1.04%	Increased
616	AAC Asset Advisors Corp Augusta, Georgia	$13.8M	-$15.2K	1	2.32%	Reduced
617	KC Kadensa Capital Central, Hong Kong	$13.7M	+$11.8M	1	30.99%	Increased
618	2L 22NW LP Seattle, Washington	$13.7M	+$910K	1	7.13%	Increased
619	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$13.7M	+$14.1M	6	1.62%	New
620	Ameritas Investment Partners Lincoln, Nebraska	$13.6M	+$1.82M	18	0.65%	Increased
621	Brinker Capital Berwyn, Pennsylvania	$13.5M	+$617K	9	0.53%	Increased
622	W.H. Reaves & Co Jersey City, New Jersey	$13.5M	+$1.3M	1	0.48%	Increased
623	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$13.4M	-$4.99M	6	0.13%	Reduced
624	Nordea Investment Management Stockholm, Sweden	$13.4M	-$1.41M	4	0.03%	Reduced
625	VanEck Associates New York	$13.3M	+$632K	4	0.07%	Increased