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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
376	Driehaus Capital Management Chicago, Illinois	$25.6M	+$26.4M	3	1.12%	New
377	ARTA A.R.T. Advisors New York	$25.5M	+$27.7M	9	0.83%	New
378	LBG Lloyds Banking Group London, United Kingdom	$25.2M	+$24.4M	4	0.26%	New
379	SCM Stevens Capital Management Radnor, Pennsylvania	$25.1M	+$25.2M	5	0.84%	New
380	Nomura Asset Management Tokyo, Japan	$24.7M	+$25.4M	7	0.49%	New
381	WC Walthausen & Co Malta, New York	$24.5M	+$22.1M	3	2.47%	New
382	Polar Asset Management Partners Toronto, Ontario, Canada	$24.5M	+$23.6M	1	1.3%	New
383	JC Joho Capital New York	$24.4M	+$20.9M	1	2.09%	New
384	ECM Estabrook Capital Management New York	$24.3M	+$23.3M	2	2.57%	New
385	FPCM Fox Point Capital Management New York	$23.1M	+$26M	1	7.02%	New
386	TSU TD Securities (USA) New York	$23.1M	+$23.4M	4	0.46%	New
387	ACM Archer Capital Management New York	$23M	+$25.8M	1	4.22%	New
388	Irish Life Investment Managers Dublin, Ireland	$22.9M	+$24.5M	12	0.29%	New
389	WAM World Asset Management Detroit, Michigan	$22.8M	+$23.5M	12	0.53%	New
390	AWCI Alpine Woods Capital Investors Purchase, New York	$22.8M	+$24.5M	3	1.45%	New
391	PFC Phocas Financial Corp Alameda, California	$22.7M	+$22M	5	2.38%	New
392	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.6M	+$23M	7	0.5%	New
393	PIP Perennial Investment Partners Sydney, Australia	$22.5M	+$24.2M	2	5.77%	New
394	Mitsubishi UFJ Asset Management Tokyo, Japan	$22M	+$22.7M	9	0.63%	New
395	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$22M	+$22.4M	1	4.79%	New
396	AC Amiya Capital London, United Kingdom	$21.9M	+$20.9M	1	7.33%	New
397	Aperio Group Sausalito, California	$21.3M	+$21.7M	10	0.51%	New
398	CAM Capstone Asset Management Houston, Texas	$21M	+$21.4M	13	0.55%	New
399	ECM Empire Capital Management Westport, Connecticut	$20.9M	+$23.2M	2	2.52%	New
400	NSCM New South Capital Management Memphis, Tennessee	$20.5M	+$20.8M	1	0.84%	New