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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	SAM Shell Asset Management The Hague, Netherlands	$26M	-$41.5K	7	0.62%	Reduced
402	CC Cannell & Co New York	$25.5M	-$10.2M	3	0.91%	Reduced
403	SAC SPQ Asia Capital Hong Kong	$25.4M	+$6.68M	1	16.19%	Increased
404	Rothschild & Co Asset Management US Stamford, Connecticut	$25.3M	-$35.3M	1	0.48%	Reduced
405	Andra AP-fonden Goteborg, Sweden	$25.3M	+$4.05M	8	0.66%	Increased
406	London Company of Virginia Richmond, Virginia	$25.1M	-$1.07M	1	0.21%	Reduced
407	Zevenbergen Capital Investments Edmonds, Washington	$25M	+$10.7M	2	1.13%	Increased
408	TC Towle & Co Denver, Colorado	$24.8M	+$199K	1	4.91%	Increased
409	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$24.7M	-$672K	8	0.52%	Reduced
410	Janney Montgomery Scott Philadelphia, Pennsylvania	$24.5M	+$169K	8	0.64%	Increased
411	BCM Barometer Capital Management Toronto, Ontario, Canada	$24.4M	-$8.15M	1	2.38%	Reduced
412	Artisan Partners Milwaukee, Wisconsin	$24.3M	-$7.86M	1	0.05%	Reduced
413	NRC North Run Capital Boston, Massachusetts	$24.1M	+$23.5M	1	3.3%	New
414	CCM Corsair Capital Management New York	$23.8M	+$265K	1	3.3%	Increased
415	Trillium Asset Management Boston, Massachusetts	$23.8M	-$1.17M	2	1.59%	Reduced
416	IP Interval Partners New York	$23.8M	-$29.3M	1	2.05%	Reduced
417	Cincinnati Insurance Fairfield, Ohio	$23.7M	$0	1	0.83%	Maintained
418	Capital International Sarl Los Angeles, California	$23.6M	+$68.5K	3	2.01%	Increased
419	AWCI Alpine Woods Capital Investors Purchase, New York	$23.4M	+$370K	4	1.36%	Increased
420	ACM Atlanta Capital Management Atlanta, Georgia	$23.4M	-$538K	1	0.17%	Reduced
421	WCP Waterfront Capital Partners New York	$23.1M	-$4.56M	1	3.82%	Reduced
422	HVCM HG Vora Capital Management New York	$22.7M	-$11M	1	4.17%	Reduced
423	PGC Pacific Grove Capital San Francisco, California	$22.6M	+$304K	1	4.97%	Increased
424	Utah Retirement Systems Salt Lake City, Utah	$22.3M	+$489K	7	0.61%	Increased
425	ExxonMobil Investment Management Irving, Texas	$22.2M	+$2.02M	5	0.51%	Increased