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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	United Capital Financial Advisors Irving, Texas	$28.3M	-$3.49M	8	0.33%	Reduced
377	SCM Symons Capital Management Pittsburgh, Pennsylvania	$28.3M	-$234K	2	6.95%	Reduced
378	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$28.2M	-$18.9M	8	0.36%	Reduced
379	FI Fosun International Hong Kong, China	$28M	+$4.67M	1	2.26%	Increased
380	SHG Seven Harbour Global New York	$28M	+$26.8M	2	18.37%	New
381	State of Michigan Retirement System Lansing, Michigan	$27.4M	-$3.82M	5	0.21%	Reduced
382	CRCP Copper Rock Capital Partners Boston, Massachusetts	$27.4M	-$110K	1	2.27%	Reduced
383	ALPS Advisors Denver, Colorado	$27.3M	-$1.71M	6	0.27%	Reduced
384	UM Ulysses Management New York	$27.3M	-$2.32M	1	3.33%	Reduced
385	JCM Janney Capital Management Pittsburgh, Pennsylvania	$27.3M	-$1.93M	2	1.2%	Reduced
386	State of Alaska Department of Revenue Juneau, Alaska	$27M	+$3.93M	5	3.8%	Increased
387	Natixis Advisors Boston, Massachusetts	$26.9M	+$945K	8	0.44%	Increased
388	AIP ARS Investment Partners New York	$26.5M	-$687K	2	6.22%	Reduced
389	Creative Planning Overland Park, Kansas	$26.4M	+$110K	22	0.22%	Increased
390	Ninety One (UK) London, United Kingdom	$26.3M	+$6.3M	3	0.15%	Increased
391	Advisors Asset Management Monument, Colorado	$26M	+$2.6M	11	0.41%	Increased
392	SIC Schwartz Investment Counsel Plymouth, Michigan	$25.7M	-$18K	4	1.95%	Reduced
393	WCP Waterfront Capital Partners New York	$25.7M	$0	1	3.49%	Maintained
394	Westfield Capital Management Boston, Massachusetts	$25.7M	-$7.75M	1	0.17%	Reduced
395	HCS Harvest Capital Strategies San Francisco, California	$25.6M	-$4.22M	3	3.5%	Reduced
396	PAM Prudence Asset Management Hong Kong	$25.6M	+$24.2M	1	19.72%	New
397	Martingale Asset Management Boston, Massachusetts	$25.6M	+$2.64M	5	0.57%	Increased
398	CCM Corsair Capital Management New York	$25.2M	+$27.9M	1	3.14%	New
399	London Company of Virginia Richmond, Virginia	$25.1M	+$877K	1	0.22%	Increased
400	CI Investments Inc Toronto, Ontario, Canada	$25.1M	-$46.4M	2	0.32%	Reduced