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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	Wedge Capital Management Charlotte, North Carolina	$31.4M	-$1.06M	3	0.32%	Reduced
377	Advisors Asset Management Monument, Colorado	$31.1M	+$4.37M	9	0.43%	Increased
378	Zacks Investment Management Chicago, Illinois	$30.6M	-$5.78M	5	1.09%	Reduced
379	NSCM New South Capital Management Memphis, Tennessee	$30.4M	+$118K	1	0.95%	Increased
380	Moore Capital Management New York	$30M	+$22M	3	0.72%	Increased
381	TGI Tradewinds Global Investors Los Angeles, California	$29.9M	-$1.79M	2	1.01%	Reduced
382	Capital International Inc Los Angeles, California	$29.7M	-$4.51M	2	1.57%	Reduced
383	VAM Visium Asset Management New York	$29.4M	+$6.46M	9	0.46%	Increased
384	FI Fosun International Hong Kong, China	$29.4M	-$9.77M	1	8.79%	Reduced
385	Nisa Investment Advisors St. Louis, Missouri	$29.4M	-$627K	7	0.41%	Reduced
386	Los Angeles Capital Management Los Angeles, California	$29.1M	-$6.84M	8	0.28%	Reduced
387	SC Salzman & Co Pittsford, New York	$28.9M	+$26.5M	1	9.37%	New
388	O'Shaughnessy Asset Management Stamford, Connecticut	$28.9M	-$3.76M	6	0.54%	Reduced
389	Creative Planning Overland Park, Kansas	$28.7M	+$6.19M	17	0.37%	Increased
390	RCM Rutabaga Capital Management Boston, Massachusetts	$28.6M	+$3.02M	2	2.71%	Increased
391	Dorsal Capital Management Redwood City, California	$28.4M	-$8.67M	1	5%	Reduced
392	CCM Century Capital Management Boston, Massachusetts	$28.1M	+$10.3M	2	1.48%	Increased
393	CIM Calvert Investment Management Bethesda, Maryland	$27.9M	+$775K	2	1.87%	Increased
394	TSU TD Securities (USA) New York	$27.4M	+$1.55M	4	0.44%	Increased
395	Cullen/Frost Bankers San Antonio, Texas	$27.4M	+$1.46M	2	1.1%	Increased
396	VanEck Associates New York	$27.2M	-$4.37M	3	0.13%	Reduced
397	SLCM Seven Locks Capital Management New York	$26.9M	+$4.61M	1	3.38%	Increased
398	MAA Matrix Asset Advisors White Plains, New York	$26.9M	+$9.93M	1	3.06%	Increased
399	WC Walthausen & Co Malta, New York	$26.5M	-$6.96M	2	1.95%	Reduced
400	IIA IPG Investment Advisors San Diego, California	$26.3M	-$10.5K	1	11.41%	Reduced