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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
626	BlueCrest Capital Management St Helier, Jersey	$16.4M	+$3.66M	2	1.06%	Increased
627	FFA First Foundation Advisors Irvine, California	$16.4M	-$3.63M	1	0.81%	Reduced
628	Eastern Bank Boston, Massachusetts	$16.3M	+$356K	1	0.95%	Increased
629	IFM Investors Melbourne, Australia	$16.3M	-$710K	5	0.57%	Reduced
630	PM Pembroke Management Montreal, Quebec, Canada	$16.2M	-$2.1M	1	1.38%	Reduced
631	AQR Arbitrage Greenwich, Connecticut	$16.1M	-$7.66M	2	0.27%	Reduced
632	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$16M	+$5.75M	1	3.29%	Increased
633	AE Wealth Management Topeka, Kansas	$15.9M	+$4.47M	7	0.35%	Increased
634	WCM Investment Management Laguna Beach, California	$15.9M	+$2.71M	2	0.09%	Increased
635	Aristotle Atlantic Partners Sarasota, Florida	$15.9M	+$14.3M	2	2.03%	Increased
636	BPIM Brant Point Investment Management New York	$15.9M	+$7.96M	2	1.61%	Increased
637	KMC Kirr Marbach & Co Columbus, Indiana	$15.8M	-$170K	1	3.66%	Reduced
638	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$15.7M	+$332K	2	1.66%	Increased
639	CAPTRUST Financial Advisors Raleigh, North Carolina	$15.6M	+$11.8M	8	0.25%	Increased
640	Gratus Capital Atlanta, Georgia	$15.6M	+$574K	4	2.37%	Increased
641	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$15.6M	+$36.1K	1	2.46%	Increased
642	Marshall Wace Asia Central, Hong Kong	$15.5M	+$9.2M	1	0.38%	Increased
643	Hudson Bay Capital Management Stamford, Connecticut	$15.4M	+$3.53M	3	0.34%	Increased
644	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$15.2M	+$16.5M	1	5.21%	New
645	VHMC Value Holdings Management Company Hampton Bays, New York	$15.1M	$0	1	5.31%	Maintained
646	ECM EII Capital Management New York	$15M	+$1.44M	5	4.18%	Increased
647	ACM AlphaCrest Capital Management New York	$14.9M	-$3.76M	12	1.22%	Reduced
648	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$14.9M	+$225K	7	1.02%	Increased
649	AHC Adell Harriman & Carpenter Houston, Texas	$14.9M	+$137K	2	2.46%	Increased
650	KCM Kingdon Capital Management New York	$14.9M	+$14.1M	1	2.24%	New