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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	GH Green Holdings Hamilton, Bermuda	$26.3M	$0	1	14.48%	Maintained
402	HCM HMI Capital Management San Francisco, California	$26.2M	+$5.78M	1	13.51%	Increased
403	CC Crosslink Capital Menlo Park, California	$26.2M	-$828K	2	2.69%	Reduced
404	Carson Wealth (CWM LLC) Omaha, Nebraska	$26.1M	+$4.21M	2	4.66%	Increased
405	Commerce Bank Kansas City, Missouri	$25.6M	+$72.8K	3	0.42%	Increased
406	CA Claar Advisors New York	$25.2M	-$2.89M	1	8.66%	Reduced
407	Glenmede Trust Philadelphia, Pennsylvania	$25.1M	+$3.56M	11	0.23%	Increased
408	SM Stratton Management King Of Prussia, Pennsylvania	$24.8M	-$264K	3	1.03%	Reduced
409	DekaBank Deutsche Girozentrale Frankfurt, Germany	$24.7M	+$5.52M	10	0.37%	Increased
410	IRF IBM Retirement Fund Armonk, New York	$24.6M	-$117K	6	0.47%	Reduced
411	GH GAM Holding Zurich, Switzerland	$24.5M	-$577K	12	0.37%	Reduced
412	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$24.3M	+$431K	1	3.21%	Increased
413	TCM Tensile Capital Management Larkspur, California	$24.1M	+$561K	1	6.11%	Increased
414	Placemark Investments Chicago, Illinois	$23.9M	+$1.43M	12	0.43%	Increased
415	SRFM Shannon River Fund Management New York	$23.9M	-$11.8M	1	1.24%	Reduced
416	KG Killen Group Berwyn, Pennsylvania	$23.6M	-$5.21M	2	1.23%	Reduced
417	PHS PFM Health Sciences San Francisco, California	$23.6M	+$20.7M	1	0.47%	New
418	QS Batterymarch Financial Management New York	$23.5M	-$8.66M	6	0.59%	Reduced
419	Westfield Capital Management Boston, Massachusetts	$23.3M	+$1.26M	1	0.14%	Increased
420	KAM Knightsbridge Asset Management Newport Beach, California	$23.2M	-$718K	1	6.13%	Reduced
421	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.2M	+$20.9M	1	3.02%	New
422	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.1M	-$86.9K	8	0.48%	Reduced
423	Mitsubishi UFJ Asset Management Tokyo, Japan	$23M	+$880K	9	0.59%	Increased
424	TC Towle & Co Denver, Colorado	$22.9M	+$216K	1	4.35%	Increased
425	AP Alydar Partners Boston, Massachusetts	$22.8M	-$2.39M	2	1.94%	Reduced