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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
801	Oversea-Chinese Banking Corp (OCBC) Singapore	$59.2M	-$3.26M	7	1.27%	Reduced
802	IECM Intrinsic Edge Capital Management Chicago, Illinois	$59.2M	-$5.3M	5	6.12%	Reduced
803	Brown Brothers Harriman & Co New York	$59.1M	+$19.6M	22	0.26%	Increased
804	VHMC Value Holdings Management Company Hampton Bays, New York	$58.9M	$0	1	9.85%	Maintained
805	Oribel Capital Management New York	$58.8M	-$43M	1	1.78%	Reduced
806	DAM Delta Asset Management Memphis, Tennessee	$58.6M	-$644K	7	5.07%	Reduced
807	Van Berkom & Associates Montreal, Quebec, Canada	$58.5M	-$38.7M	1	1.88%	Reduced
808	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$58.3M	-$2.68M	1	2.28%	Reduced
809	WCMNY Westchester Capital Management (New York) Valhalla, New York	$58.3M	+$7.68M	1	2.86%	Increased
810	Simplex Trading Chicago, Illinois	$58.3M	+$4.89M	34	0.03%	Increased
811	Dai-ichi Life Insurance Company Tokyo, Japan	$58.2M	-$542K	13	1.36%	Reduced
812	BDAM Blue Door Asset Management Stamford, Connecticut	$57.8M	-$7.76M	1	27.21%	Reduced
813	Savant Capital Rockford, Illinois	$57.8M	+$33.2M	25	0.17%	Increased
814	HCM Hodges Capital Management Dallas, Texas	$57.6M	-$7.56M	2	3.81%	Reduced
815	PHAM Pacific Heights Asset Management San Francisco, California	$57.4M	$0	2	1.82%	Maintained
816	Kinetic Partners Management Miami, Florida	$57.4M	+$42.9M	1	1.37%	New
817	SEP Soma Equity Partners San Francisco, California	$57.3M	+$65.2M	1	3.99%	New
818	MC Maplelane Capital New York	$57.3M	+$111K	4	1.04%	Increased
819	CA Cornerstone Advisors Asheville, North Carolina	$57.3M	-$17.8M	4	1.89%	Reduced
820	Prime Capital Investment Advisors Overland Park, Kansas	$57.1M	-$318K	16	0.55%	Reduced
821	Fort Washington Investment Advisors Cincinnati, Ohio	$56.8M	-$6.9M	3	0.29%	Reduced
822	TCG Tremblant Capital Group West Palm Beach, Florida	$55.8M	-$988K	1	1.6%	Reduced
823	ACM American Capital Management New York	$55.7M	+$10.9M	2	2.5%	Increased
824	BPIM Brant Point Investment Management New York	$55.7M	-$6.12M	5	6.85%	Reduced
825	Tiger Global Management New York	$55.7M	+$53.7M	2	0.23%	New