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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
426	ICAP Independence Capital Asset Partners Denver, Colorado	$23M	+$22.2M	1	3.21%	Increased
427	FI Fosun International Hong Kong, China	$22.9M	+$7.74M	1	3.38%	Increased
428	Locust Wood Capital Advisers New York	$22.9M	+$23.3M	1	3.26%	New
429	Virginia Retirement Systems Richmond, Virginia	$22.8M	+$3.67M	10	0.38%	Increased
430	Natixis Advisors Boston, Massachusetts	$22.7M	-$15.4M	7	0.46%	Reduced
431	RCMC RK Capital Management (Colorado) Denver, Colorado	$22.2M	+$4.45M	2	4.53%	Increased
432	TGI Tradewinds Global Investors Los Angeles, California	$22.1M	-$5.83M	2	0.82%	Reduced
433	Foresters Investment Management New York	$21.9M	-$10.5M	3	0.46%	Reduced
434	PP PDT Partners New York	$21.9M	+$2M	8	0.56%	Increased
435	SIM Sadoff Investment Management Milwaukee, Wisconsin	$21.8M	+$166K	1	2.8%	Increased
436	IRF IBM Retirement Fund Armonk, New York	$21.7M	-$864K	7	0.43%	Reduced
437	TC Towle & Co Denver, Colorado	$21.5M	+$192K	1	4.36%	Increased
438	Rothschild & Co Asset Management US Stamford, Connecticut	$21.3M	-$15.4M	2	0.46%	Reduced
439	KG Killen Group Berwyn, Pennsylvania	$21.2M	-$151K	2	1.18%	Reduced
440	OMC Overbrook Management Corp New York	$21.2M	+$21.6M	1	3.33%	New
441	Capital International Inc Los Angeles, California	$21.1M	-$4.54M	2	1.31%	Reduced
442	KCM Kingdon Capital Management New York	$21.1M	+$21.4M	2	0.95%	New
443	JC Joho Capital New York	$21M	-$11.5M	1	3.55%	Reduced
444	WC Walthausen & Co Malta, New York	$20.9M	+$884K	2	1.69%	Increased
445	NM Nokota Management New York	$20.8M	$0	1	0.63%	Maintained
446	Mitsubishi UFJ Asset Management Tokyo, Japan	$20.5M	-$626K	9	0.62%	Reduced
447	CC Chubb Corp Warren, New Jersey	$20.4M	$0	1	1.11%	Maintained
448	Janney Montgomery Scott Philadelphia, Pennsylvania	$20.2M	+$3.86M	8	0.42%	Increased
449	SAM Shell Asset Management The Hague, Netherlands	$20M	-$292K	7	0.31%	Reduced
450	ALPS Advisors Denver, Colorado	$20M	-$1.12M	4	0.16%	Reduced