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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
676	Ferguson Wellman Capital Management Portland, Oregon	$82M	+$734K	7	1%	Increased
677	DCP Darsana Capital Partners New York	$82M	-$239M	1	0.37%	Reduced
678	BCM Beartown Capital Management Huntington Woods, Michigan	$81.6M	+$15.2M	5	35.86%	Increased
679	OFI Invest Asset Management Paris, France	$81.5M	-$12.3M	7	0.81%	Reduced
680	J. Safra Sarasin Holding	$81.4M	+$10.9M	16	1.17%	Increased
681	Advisory Services Network Atlanta, Georgia	$81.1M	+$17M	29	0.92%	Increased
682	DFO Duquesne Family Office New York	$80.1M	+$71.7M	4	1.54%	New
683	RCYC Richard C. Young & Co Newport, Rhode Island	$80M	+$3.45M	3	5.89%	Increased
684	Gradient Investments Arden Hills, Minnesota	$79.9M	-$11.3M	5	1.1%	Reduced
685	ACM Agave Capital Management London,	$79.8M	+$90.7M	1	8.72%	New
686	Regions Financial Corp Birmingham, Alabama	$79.7M	-$9.58M	16	0.48%	Reduced
687	Hantz Financial Services Southfield, Michigan	$79.4M	-$6.27M	25	1.07%	Reduced
688	PCM Philosophy Capital Management Alamo, California	$79.3M	+$48.2M	2	3.75%	Increased
689	NewEdge Wealth Pittsburgh, Pennsylvania	$79.2M	+$1.8M	18	0.79%	Increased
690	Rubric Capital Management (New York) New York	$78.7M	+$84M	2	0.72%	New
691	BW Gestao de Investimentos Sao Paulo, Brazil	$78.5M	+$10.9M	7	1.55%	Increased
692	WAM WT Asset Management Hong Kong	$78.4M	-$236M	1	1.55%	Reduced
693	Employees Provident Fund Board Shah Alam, Malaysia	$78.3M	+$16.3M	2	0.45%	Increased
694	Jupiter Asset Management London, United Kingdom	$78.3M	+$50.8M	5	0.39%	Increased
695	Krane Funds Advisors New York	$78.1M	+$45.1M	8	2.77%	Increased
696	NCGI Next Century Growth Investors Plymouth, Minnesota	$78M	-$48.8M	5	4.14%	Reduced
697	Glazer Capital LLC New York	$78M	-$68.1M	2	1.92%	Reduced
698	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$77.7M	-$8.6M	18	1.15%	Reduced
699	AIP ARS Investment Partners New York	$77.7M	-$10.3M	3	3.39%	Reduced
700	Stephens Inc Little Rock, Arkansas	$77.6M	+$15.8M	18	0.87%	Increased