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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
451	Palisade Capital Management Fort Lee, New Jersey	$19.9M	+$316K	2	0.51%	Increased
452	Whittier Trust South Pasadena, California	$19.9M	+$1.72M	11	0.97%	Increased
453	GCP GSA Capital Partners London, United Kingdom	$19.7M	+$8.92M	11	1.04%	Increased
454	PFC Phocas Financial Corp Alameda, California	$19.5M	+$12.8M	5	1.74%	Increased
455	ESCM Echo Street Capital Management New York	$19.4M	+$5.94M	1	1.13%	Increased
456	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$19.4M	-$926K	7	0.41%	Reduced
457	OAM Origin Asset Management London, United Kingdom	$19.4M	-$314K	1	1.25%	Reduced
458	SC Skylands Capital Milwaukee, Wisconsin	$19.3M	+$3.41M	5	1.96%	Increased
459	KCM Kames Capital Management Edinburgh, United Kingdom	$19.2M	+$994K	2	0.6%	Increased
460	KAM Knightsbridge Asset Management Newport Beach, California	$19.2M	-$401K	1	5.69%	Reduced
461	Royal London Asset Management United Kingdom	$19.1M	+$725K	5	0.48%	Increased
462	Alyeska Investment Group Chicago, Illinois	$19M	+$16.9M	2	0.39%	Increased
463	KAM Keeley Asset Management Chicago, Illinois	$18.9M	-$474K	3	0.38%	Reduced
464	RCM Riverhead Capital Management Wilmington, Delaware	$18.8M	-$997K	5	0.32%	Reduced
465	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$18.8M	+$315K	1	3.52%	Increased
466	AC Ascend Capital Orinda, California	$18.8M	+$19.8M	2	0.56%	New
467	TCM Tygh Capital Management Portland, Oregon	$18.8M	+$7.71M	3	4.11%	Increased
468	AG Ashmore Group London, United Kingdom	$18.6M	-$4.16M	1	3.64%	Reduced
469	QS Batterymarch Financial Management New York	$18.5M	-$2.11M	6	0.49%	Reduced
470	Jane Street New York	$18.5M	+$11.9M	11	0.19%	Increased
471	Anchor Capital Advisors Boston, Massachusetts	$18.4M	+$9.05M	2	0.38%	Increased
472	CIM Corbyn Investment Management Lutherville, Maryland	$18.3M	-$71.4K	1	3.34%	Reduced
473	HighTower Advisors Chicago, Illinois	$18.2M	-$1.12M	6	0.31%	Reduced
474	VCM Vision Capital Management Portland, Oregon	$18.2M	+$951K	1	2.27%	Increased
475	IIA IPG Investment Advisors San Diego, California	$18.2M	-$6.68M	1	6.55%	Reduced