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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	SIM Sadoff Investment Management Milwaukee, Wisconsin	$25M	+$419K	1	2.87%	Increased
402	MC MIG Capital Newport Beach, California	$24.9M	+$2.07M	1	6.02%	Increased
403	Rockefeller Financial Services New York	$24.8M	-$279K	5	0.48%	Reduced
404	SAM Shell Asset Management The Hague, Netherlands	$24.8M	+$7.9M	7	0.59%	Increased
405	Nisa Investment Advisors St. Louis, Missouri	$24.7M	-$2.88M	8	0.35%	Reduced
406	Cambiar Investors Denver, Colorado	$24.7M	+$6.26M	1	0.35%	Increased
407	BI BlueSpruce Investments Chicago, Illinois	$24.3M	$0	1	6.99%	Maintained
408	TAM Tiverton Asset Management Wilimington, Delaware	$24M	-$1.39M	2	0.76%	Reduced
409	PGC Pacific Grove Capital San Francisco, California	$23.9M	+$26.5M	1	8.73%	New
410	TM Thrax Management New York	$23.7M	+$22.8M	1	4.88%	New
411	Fred Alger Management New York	$23.6M	+$8.87M	3	0.12%	Increased
412	QS Investors New York	$23.3M	+$226K	14	0.22%	Increased
413	IRF IBM Retirement Fund Armonk, New York	$23M	+$1.26M	7	0.44%	Increased
414	TC Towle & Co Denver, Colorado	$22.9M	+$89.9K	1	5.04%	Increased
415	Meag Munich Ergo Munich, Germany	$22.8M	-$3.28M	3	1.14%	Reduced
416	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.7M	-$2.55M	8	0.48%	Reduced
417	Cincinnati Insurance Fairfield, Ohio	$22.6M	$0	1	0.82%	Maintained
418	Capital International Sarl Los Angeles, California	$22.4M	-$1.65M	3	1.89%	Reduced
419	Castleark Management Chicago, Illinois	$22.3M	+$17M	3	0.67%	Increased
420	CC Chubb Corp Warren, New Jersey	$22.1M	$0	1	1.78%	Maintained
421	CIBC Private Wealth Group Atlanta, Georgia	$21.8M	-$739K	4	0.17%	Reduced
422	PP Paloma Partners Greenwich, Connecticut	$21.7M	+$10.9M	11	0.57%	Increased
423	Janney Montgomery Scott Philadelphia, Pennsylvania	$21.5M	-$1.38M	7	0.56%	Reduced
424	Laurion Capital Management New York	$21.5M	+$21M	4	0.2%	Increased
425	Trillium Asset Management Boston, Massachusetts	$21.5M	-$4.97M	2	1.45%	Reduced