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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	DCCA D.C. Capital Advisors New York	$30.4M	$0	1	12.57%	Maintained
377	State of New Jersey Common Pension Fund D Trenton, New Jersey	$30.2M	+$8.7M	2	0.85%	Increased
378	Dorsal Capital Management Redwood City, California	$30.2M	+$11.6M	1	5.21%	Increased
379	Nisa Investment Advisors St. Louis, Missouri	$30.1M	-$1.08M	8	0.43%	Reduced
380	Allstate Corporation Northbrook, Illinois	$30M	+$6.31M	4	1.11%	Increased
381	Driehaus Capital Management Chicago, Illinois	$29.4M	+$5.49M	5	1.06%	Increased
382	Confluence Investment Management St. Louis, Missouri	$29.3M	+$3.25M	1	1.62%	Increased
383	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$29.1M	+$1.44M	1	5.59%	Increased
384	Aperio Group Sausalito, California	$28.6M	-$25.6M	0	–	Closed
385	LBG Lloyds Banking Group London, United Kingdom	$28.2M	+$852K	4	0.25%	Increased
386	Two Sigma Advisers New York	$27.8M	-$4.81M	12	0.27%	Reduced
387	1919 Investment Counsel Baltimore, Maryland	$27.8M	+$5.96M	5	0.58%	Increased
388	Fjarde Ap-fonden Stockholm, Sweden	$27.8M	-$1.71M	7	0.58%	Reduced
389	STB S&T Bank Indiana, Pennsylvania	$27.5M	+$76.5K	2	3.92%	Increased
390	CA Claar Advisors New York	$27.1M	+$25.4M	1	10.73%	New
391	TSU TD Securities (USA) New York	$26.9M	+$771K	4	0.45%	Increased
392	GAMCO Investors Greenwich, Connecticut	$26.7M	-$11.2M	3	0.14%	Reduced
393	OAM Origin Asset Management London, United Kingdom	$26.6M	-$485K	1	1.78%	Reduced
394	Gotham Asset Management New York	$26.6M	+$5.62M	7	0.63%	Increased
395	CIM Calvert Investment Management Bethesda, Maryland	$26.4M	+$20.1M	2	1.92%	Increased
396	BCM Basswood Capital Management New York	$26.1M	+$3.73M	2	1.44%	Increased
397	Commerce Bank Kansas City, Missouri	$26M	+$3.99M	3	0.45%	Increased
398	VanEck Associates New York	$25.7M	-$748K	3	0.13%	Reduced
399	GH GAM Holding Zurich, Switzerland	$25.6M	-$1.59M	10	0.45%	Reduced
400	ECM Estabrook Capital Management New York	$25.6M	-$737K	2	2.63%	Reduced