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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	TCM Tekne Capital Management New York	$30.4M	+$35.5M	1	6.21%	New
627	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$30.4M	-$927K	1	2.92%	Reduced
628	RG Renaissance Group Covington, Kentucky	$30.1M	+$417K	5	1.22%	Increased
629	Chartwell Investment Partners Berywn, Pennsylvania	$30.1M	+$1.67M	4	0.88%	Increased
630	Gotham Asset Management New York	$30.1M	+$14.4M	11	0.97%	Increased
631	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$30M	+$3.05M	3	1.76%	Increased
632	Alpha Cubed Investments Irvine, California	$29.8M	+$503K	3	1.95%	Increased
633	Erste Asset Management Vienna, Austria	$29.7M	-$5.3M	5	0.54%	Reduced
634	Bailard Foster City, California	$29.7M	+$144K	10	0.95%	Increased
635	Country Trust Bank Bloomington, Illinois	$29.6M	-$8.93M	6	0.8%	Reduced
636	Paradigm Capital Management Inc Albany, New York	$29.4M	+$10.3M	2	1.31%	Increased
637	Partners Capital Investment Group Boston, Massachusetts	$29.3M	+$28.5M	1	1.36%	New
638	TCM Tributary Capital Management Omaha, Nebraska	$29M	-$1.56M	3	2.19%	Reduced
639	B. Metzler seel. Sohn & Co Frankfurt, Germany	$29M	+$4.25M	6	0.38%	Increased
640	AQR Arbitrage Greenwich, Connecticut	$28.7M	+$25.7M	1	0.73%	Increased
641	RIM Redpoint Investment Management Sydney, NSW, Australia	$28.7M	+$2.69M	9	2.28%	Increased
642	Fayez Sarofim & Co Houston, Texas	$28.7M	+$3.39M	6	0.09%	Increased
643	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$28.6M	+$355K	9	0.54%	Increased
644	New Mexico Educational Retirement Board Santa Fe, New Mexico	$28.4M	-$1.46M	10	0.95%	Reduced
645	PFC Phocas Financial Corp Alameda, California	$28.4M	+$524K	7	3.61%	Increased
646	Inspire Investing Meridian, Idaho	$28.3M	+$1.2M	10	3.25%	Increased
647	GECH Garnet Equity Capital Holdings New York	$28.3M	+$9.49M	3	18.67%	Increased
648	Eastern Bank Boston, Massachusetts	$28.3M	+$870K	1	1.24%	Increased
649	Colony Group Boston, Massachusetts	$28.3M	-$1.47M	7	0.5%	Reduced
650	Jefferies Group New York	$28.3M	+$6.21M	7	0.17%	Increased