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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
651	Farallon Capital Management San Francisco, California	$56.7M	+$21M	1	0.23%	Increased
652	PS Presima Securities Montreal, Quebec, Canada	$56.5M	-$12.4M	3	15.53%	Reduced
653	RIM Ranger Investment Management Dallas, Texas	$56.4M	+$12.3M	2	3.93%	Increased
654	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$56.4M	-$16.4M	3	2.86%	Reduced
655	Junto Capital Management New York	$56.3M	+$51.6M	1	1.15%	New
656	Crawford Investment Counsel Atlanta, Georgia	$55.8M	+$14.9M	7	0.92%	Increased
657	B. Metzler seel. Sohn & Co Frankfurt, Germany	$55.8M	-$1.35M	14	0.49%	Reduced
658	Benjamin Edwards Inc Clayton, Missouri	$55.6M	+$2.23M	13	0.63%	Increased
659	Davidson Kempner Capital Management New York	$55.4M	-$24.7M	3	0.71%	Reduced
660	J. Safra Sarasin Holding	$55.4M	+$2.34M	9	0.9%	Increased
661	MTC McDaniel Terry & Co Austin, Texas	$55.3M	+$454K	2	4.45%	Increased
662	WAM WT Asset Management Hong Kong	$55.1M	+$6.51M	2	2.54%	Increased
663	GC Gillson Capital Chicago, Illinois	$54.9M	-$9.31M	4	4.76%	Reduced
664	AGAM Avalon Global Asset Management San Francisco, California	$54.8M	+$18M	3	6.26%	Increased
665	ARAM Ardmore Road Asset Management New York	$54.7M	+$37.8M	2	3.53%	Increased
666	NRCM Northern Right Capital Management Darien, Connecticut	$54.6M	+$20.7M	4	16.9%	Increased
667	MIRAE ASSET SECURITIES (USA) INC. New York	$54.5M	+$28.2M	1	1.66%	New
668	SGAM Smith Group Asset Management Dallas, Texas	$54.5M	+$1.8M	3	3.13%	Increased
669	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$54.5M	-$2.03M	10	1.3%	Reduced
670	CCM Clearfield Capital Management New York	$54.1M	+$1.65M	4	32.37%	Increased
671	Davis Selected Advisers Tucson, Arizona	$53.8M	+$14.6M	3	0.28%	Increased
672	Atlantic Union Bankshares Glen Allen, Virginia	$53.8M	+$6.28M	19	1.01%	Increased
673	Hudson Bay Capital Management Stamford, Connecticut	$53.4M	-$14.4M	11	0.18%	Reduced
674	LCM Logan Capital Management Newtown Square, Pennsylvania	$53.4M	+$12.4M	7	2.25%	Increased
675	HP Highlander Partners Dallas, Texas	$53.3M	$0	1	18.6%	Maintained