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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
201
PRCM
Pine River Capital Management
Minnesota
$106M +$24.2M 4 1.35% Increased
202
PHAM
Pacific Heights Asset Management
California
$104M $0 2 5.49% Maintained
203
Temasek Holdings
Temasek Holdings
Singapore
$103M $0 1 1.07% Maintained
204
GC
Greenlight Capital
New York
$102M $0 1 1.36% Maintained
205
GJL
Gendell Jeffrey L
$102M $0 1 17.15% Maintained
206
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$102M -$4.6M 1 2.18% Reduced
207
OCM
Osterweis Capital Management
California
$101M -$3.64M 1 3.31% Reduced
208
IIM
Ivory Investment Management
New York
$100M +$5.77M 1 3.21% Increased
209
Credit Agricole
Credit Agricole
France
$98.6M -$39.6M 12 0.42% Reduced
210
OC
Orange Capital
New York
$97.4M -$20.4M 1 7.13% Reduced
211
GE
General Electric
Ohio
$97M -$244M 2 0.23% Reduced
212
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$95.9M +$33.8M 7 1.82% Increased
213
MG
Meritage Group
California
$92M +$36.5K 1 1.92% Increased
214
ING Group
ING Group
Netherlands
$91.7M -$3.72M 5 0.43% Reduced
215
Lyrical Asset Management
Lyrical Asset Management
New York
$91.5M +$19.9M 1 2.78% Increased
216
Samlyn Capital
Samlyn Capital
New York
$91.1M +$39.2M 1 1.58% Increased
217
NFA
Nationwide Fund Advisors
Ohio
$91.1M -$32.9M 15 0.39% Reduced
218
ACM
Adelante Capital Management
California
$90.8M -$1.13M 1 4.18% Reduced
219
SCA
Southpoint Capital Advisors
New York
$89.1M -$8.05M 1 4.47% Reduced
220
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$87.5M -$19.3M 2 1.4% Reduced
221
EC
Eminence Capital
New York
$87.1M -$56.4M 1 1.27% Reduced
222
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$86.9M -$4.02M 11 0.5% Reduced
223
Stockbridge Partners
Stockbridge Partners
Massachusetts
$86.8M +$7.47M 1 4.6% Increased
224
RS Investment Management
RS Investment Management
California
$86.3M -$43.1M 3 0.77% Reduced
225
LSV Asset Management
LSV Asset Management
Illinois
$85.8M +$16.3M 4 0.18% Increased
7 8
9
10 11