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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
701	RIM Rush Island Management New York	$77.6M	+$77.9M	1	5.14%	New
702	SCM Suvretta Capital Management New York	$77.3M	+$65M	1	1.41%	New
703	Crossmark Global Holdings Houston, Texas	$77.2M	-$50.7M	18	1%	Reduced
704	1WCM 12 West Capital Management New York	$77M	-$517K	1	14.4%	Reduced
705	Sit Investment Associates Minneapolis, Minnesota	$76.3M	+$7.59M	7	1.44%	Increased
706	Banque Pictet & Cie Geneva 73, Switzerland	$76M	-$10.5M	6	0.48%	Reduced
707	Gulf International Bank (UK) London, United Kingdom	$75.6M	-$306K	13	1.49%	Reduced
708	Equitable Holdings New York	$75.3M	+$18.7M	21	0.45%	Increased
709	CC Clearline Capital New York	$75M	+$60.7M	3	4.48%	Increased
710	Vaughan David Investments Peoria, Illinois	$75M	-$525K	2	1.49%	Reduced
711	MGO One Seven Beachwood, Ohio	$74.3M	+$12M	19	1.23%	Increased
712	Dakota Wealth Management Palm Beach Gardens, Florida	$74.2M	+$20.8M	13	1.42%	Increased
713	Danica Pension Livsforsikrings Copenhagen V,	$74.1M	-$8.91M	2	1.18%	Reduced
714	Union Bancaire Privee Geneva 1, Switzerland	$73.9M	-$6.05M	12	0.81%	Reduced
715	MUFG Securities EMEA London, United Kingdom	$73.7M	+$39.4M	13	0.77%	Increased
716	Atlantic Union Bankshares Glen Allen, Virginia	$73.7M	+$1.81M	26	1.23%	Increased
717	Vise Technologies New York	$73.5M	+$23M	24	0.83%	Increased
718	KI KTF Investments Seal Beach, California	$73.3M	-$985K	2	7.41%	Reduced
719	AAP Ardsley Advisory Partners Stamford, Connecticut	$73.1M	-$17.4M	7	7.62%	Reduced
720	Horizon Investments Charlotte, North Carolina	$73.1M	+$13.2M	16	0.8%	Increased
721	Waratah Capital Advisors Toronto, Ontario, Canada	$73.1M	-$8.76M	6	2.49%	Reduced
722	Citizens Financial Group Providence, Rhode Island	$73M	+$2.66M	13	0.88%	Increased
723	MAMU Marathon Asset Management (UK) London, United Kingdom	$72.7M	-$11.2M	1	2.95%	Reduced
724	JSC J. Stern & Co London, United Kingdom	$72.4M	-$658K	1	6.83%	Reduced
725	Egerton Capital (UK) London, United Kingdom	$72M	+$59.3M	1	0.7%	New