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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	% of Portfolio	Status
1701	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$2.51M	–	Closed
1702	AA Altegris Advisors La Jolla, California	$0	-$6.14M	–	Closed
1703	AGA Altrinsic Global Advisors Stamford, Connecticut	$0	-$412K	–	Closed
1704	AA Antipodean Advisors New York	$0	-$16M	–	Closed
1705	ArrowMark Colorado Holdings Denver, Colorado	$0	-$541K	–	Closed
1706	AIM Assured Investment Management New York	$0	-$3.8M	–	Closed
1707	B BancorpSouth Tupelo, Mississippi	$0	-$266K	–	Closed
1708	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$571K	–	Closed
1709	BTP Bloom Tree Partners New York	$0	-$16.1M	–	Closed
1710	BL Bolton LP Greenwich, Connecticut	$0	-$490K	–	Closed
1711	Brighton Jones LLC Seattle, Washington	$0	-$318K	–	Closed
1712	CCM Cadian Capital Management New York	$0	-$102M	–	Closed
1713	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$696K	–	Closed
1714	Capstone Investment Advisors New York	$0	-$1.75M	–	Closed
1715	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$213K	–	Closed
1716	Castleark Management Chicago, Illinois	$0	-$7.85M	–	Closed
1717	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$234K	–	Closed
1718	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$279K	–	Closed
1719	Coatue Management New York	$0	-$36M	–	Closed
1720	CAM Contour Asset Management New York	$0	-$33.1M	–	Closed
1721	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$187K	–	Closed
1722	CCM Corsair Capital Management New York	$0	-$621K	–	Closed
1723	CCM Cortex Capital Management Fort Worth, Texas	$0	-$3.52M	–	Closed
1724	CCT Country Club Trust Kansas City, Missouri	$0	-$230K	–	Closed
1725	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$0	-$200K	–	Closed