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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
401	Confluence Investment Management St. Louis, Missouri	$20.3M	+$26.7M	1	1.4%	New
402	SM Stratton Management King Of Prussia, Pennsylvania	$20.3M	+$20.2M	3	1.18%	New
403	DM Delphi Management Brookline, Massachusetts	$20.3M	+$20.3M	3	2.42%	New
404	Klingenstein Fields & Co New York	$20.2M	+$20.4M	2	0.72%	New
405	New Mexico Educational Retirement Board Santa Fe, New Mexico	$20M	+$20.9M	5	0.82%	New
406	SPC Standard Pacific Capital San Francisco, California	$20M	+$19.2M	1	4.39%	New
407	Westfield Capital Management Boston, Massachusetts	$19.7M	+$21.2M	2	0.14%	New
408	KB Kimelman & Baird New York	$19.7M	+$20M	2	4.14%	New
409	Kennedy Capital Management St Louis, Missouri	$19.5M	+$17.9M	4	0.4%	New
410	CIM Corbyn Investment Management Lutherville, Maryland	$19.5M	+$18.8M	1	3.87%	New
411	LMF LMR Master Fund Grand Cayman, Cayman Islands	$19.4M	+$20.5M	5	1.75%	New
412	SAM Shell Asset Management The Hague, Netherlands	$19.3M	+$20.1M	6	0.37%	New
413	HCM Highside Capital Management Dallas, Texas	$19.2M	+$21.6M	1	3.91%	New
414	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19M	+$18.2M	1	3.11%	New
415	T TOBAM Paris, France	$19M	+$21.1M	2	1.25%	New
416	BII Baring International Investment London, United Kingdom	$19M	+$20.3M	1	0.82%	New
417	LNB Ledyard National Bank	$18.9M	+$18.9M	3	3.51%	New
418	IAM Impax Asset Management Portsmouth, New Hampshire	$18.9M	+$18.1M	1	1.28%	New
419	ExxonMobil Investment Management Irving, Texas	$18.8M	+$19.1M	4	0.47%	New
420	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$18.8M	+$18.1M	1	4.05%	New
421	EULAV Asset Management Sarasota, Florida	$18.8M	+$20.3M	4	1.14%	New
422	RCM Rutabaga Capital Management Boston, Massachusetts	$18.8M	+$16.6M	1	2.38%	New
423	Lyrical Asset Management New York	$18.6M	+$17.8M	1	3.02%	New
424	GH GAM Holding Zurich, Switzerland	$18.5M	+$19M	9	0.41%	New
425	VBCP Vollero Beach Capital Partners New York	$18.5M	+$17.7M	1	1.79%	New