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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	CCI Columbus Circle Investors	$26.8M	-$4.21M	3	0.29%	Reduced
402	Personal Capital Advisors Redwood City, California	$26.8M	+$2.67M	2	0.9%	Increased
403	Castleark Management Chicago, Illinois	$26.7M	-$13.1M	3	0.81%	Reduced
404	Swiss Life Asset Management Zurich,	$26.7M	+$2.48M	3	0.91%	Increased
405	SM SLS Management New York	$26.6M	+$775K	1	45.85%	Increased
406	London Company of Virginia Richmond, Virginia	$26.4M	-$1.52M	1	0.2%	Reduced
407	SAM Shell Asset Management The Hague, Netherlands	$26.3M	-$4.06M	9	0.55%	Reduced
408	South Texas Money Management San Antonio, Texas	$26.2M	+$787K	1	1.45%	Increased
409	Emerald Advisers Leola, Pennsylvania	$26M	+$5.94M	4	1.16%	Increased
410	Utah Retirement Systems Salt Lake City, Utah	$25.8M	-$113K	8	0.67%	Reduced
411	VIA Virtus Investment Advisers Hartford, Connecticut	$25.6M	+$25.5M	6	1.64%	New
412	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$25.3M	+$7.34M	3	1.29%	Increased
413	GA GRS Advisors Chicago, Illinois	$25.3M	+$665K	1	6.11%	Increased
414	Fifth Third Bancorp Cincinnati, Ohio	$24.9M	-$6.71M	12	0.21%	Reduced
415	Putnam Investments Boston, Massachusetts	$24.8M	-$6.96M	9	0.06%	Reduced
416	Point72 Asset Management Stamford, Connecticut	$24.7M	+$1.7M	4	0.17%	Increased
417	Obermeyer Wealth Partners Aspen, Colorado	$24.7M	-$905K	2	2.37%	Reduced
418	AHL Partners London, United Kingdom	$24.7M	+$14.6M	8	0.92%	Increased
419	BB&T Securities Richmond, Virginia	$24.5M	+$2.1M	8	0.37%	Increased
420	Mutual of America Capital Management New York	$24.4M	+$3.1M	8	0.49%	Increased
421	LT LJ Trust Reno, Nevada	$24.3M	$0	1	3.32%	Maintained
422	RHJA Rice Hall James & Associates San Diego, California	$24.2M	-$2.74M	4	1.27%	Reduced
423	AQR Arbitrage Greenwich, Connecticut	$23.9M	+$5.43M	1	0.23%	Increased
424	CIBC World Markets New York	$23.9M	+$23.4M	2	0.45%	New
425	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$23.6M	+$22.9M	1	0.89%	Increased