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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	AACA American Assets Capital Advisers San Diego, California	$21.2M	+$9.71M	3	16.22%	Increased
452	B BP London, United Kingdom	$21M	+$1.25M	3	0.67%	Increased
453	Dorsal Capital Management Redwood City, California	$21M	-$4.53M	1	3.4%	Reduced
454	State of Alaska Department of Revenue Juneau, Alaska	$20.8M	+$4.89M	5	4.17%	Increased
455	AWCI Alpine Woods Capital Investors Purchase, New York	$20.7M	-$158K	4	1.05%	Reduced
456	ExxonMobil Investment Management Irving, Texas	$20.6M	+$3.51M	5	0.47%	Increased
457	BCM Boltwood Capital Management Walnut Creek, California	$20.6M	$0	1	6.03%	Maintained
458	Hermes Investment Management London Uk, United Kingdom	$20.5M	+$898K	1	0.48%	Increased
459	UM Ulysses Management New York	$20.5M	$0	1	2.41%	Maintained
460	VanEck Associates New York	$20.5M	-$123K	5	0.12%	Reduced
461	SC Skylands Capital Milwaukee, Wisconsin	$20.4M	+$1.42M	2	2.07%	Increased
462	RCMC RK Capital Management (Colorado) Denver, Colorado	$20.1M	-$5.27M	2	4.01%	Reduced
463	AIM Avity Investment Management Greenwich, Connecticut	$20.1M	+$737K	1	3.19%	Increased
464	IIA IPG Investment Advisors San Diego, California	$20M	-$2.72M	1	7.57%	Reduced
465	Capital International Inc Los Angeles, California	$19.9M	+$15.4M	3	1.49%	Increased
466	SM Stratton Management King Of Prussia, Pennsylvania	$19.8M	-$481K	3	0.81%	Reduced
467	RCM Rutabaga Capital Management Boston, Massachusetts	$19.7M	-$9.43M	1	1.95%	Reduced
468	TCA Taconic Capital Advisors New York	$19.4M	+$19.1M	1	0.86%	New
469	Advisors Asset Management Monument, Colorado	$19.4M	-$14M	11	0.26%	Reduced
470	AG Ashmore Group London, United Kingdom	$19.4M	-$3.36M	1	3.94%	Reduced
471	ACP Andalusian Capital Partners Greenwich, Connecticut	$19.4M	-$2.72M	1	5.09%	Reduced
472	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$19.1M	+$2.7M	3	0.28%	Increased
473	TCM Tygh Capital Management Portland, Oregon	$19M	-$3.49M	3	3.5%	Reduced
474	PP Paloma Partners Greenwich, Connecticut	$18.9M	+$9.32M	10	0.54%	Increased
475	Utah Retirement Systems Salt Lake City, Utah	$18.8M	+$1.85M	7	0.49%	Increased