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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	SM Selkirk Management Chatham, New Jersey	$18.1M	-$584K	1	11.22%	Reduced
452	BAPIM British Airways Pensions Investment Management London, United Kingdom	$17.9M	-$9.26M	1	0.61%	Reduced
453	Utah Retirement Systems Salt Lake City, Utah	$17.9M	+$244K	7	0.51%	Increased
454	Andra AP-fonden Goteborg, Sweden	$17.9M	+$3.76M	7	0.52%	Increased
455	MC MIG Capital Newport Beach, California	$17.8M	+$2.95M	1	4.29%	Increased
456	Candriam SCA Strassen, Luxembourg, Luxembourg	$17.7M	+$936K	3	0.44%	Increased
457	LT LJ Trust Reno, Nevada	$17.7M	+$17.8M	1	3.27%	New
458	SAM Shell Asset Management The Hague, Netherlands	$17.7M	-$6.65M	5	0.28%	Reduced
459	Congress Asset Management Boston, Massachusetts	$17.6M	+$222K	1	0.45%	Increased
460	CG Clinton Group New York	$17.6M	+$11.9M	5	1.66%	Increased
461	Ninety One (UK) London, United Kingdom	$17.3M	+$1.9M	3	0.11%	Increased
462	Royal London Asset Management United Kingdom	$17.3M	+$17.6M	3	0.28%	New
463	Commerzbank Aktiengesellschaft Frankfurt, Germany	$17.3M	-$7.12M	6	0.13%	Reduced
464	REMS Real Estate Management Services	$17.2M	+$12.6M	1	2.66%	Increased
465	ExxonMobil Investment Management Irving, Texas	$17.2M	+$582K	5	0.44%	Increased
466	LCP LeVasseur Capital Partners Newport Beach, California	$17.2M	$0	1	17.64%	Maintained
467	RCMC RK Capital Management (Colorado) Denver, Colorado	$17M	+$51K	2	3.12%	Increased
468	Fisher Asset Management Camas, Washington	$17M	+$7.34M	5	0.04%	Increased
469	AIM Avity Investment Management Greenwich, Connecticut	$16.9M	+$1.66M	1	2.73%	Increased
470	PWAM Park West Asset Management San Francisco, California	$16.9M	-$1.16M	1	1.54%	Reduced
471	AL Airain Ltd St. Peter Port, Guernsey	$16.8M	+$14.2M	5	1%	Increased
472	ACM Atlanta Capital Management Atlanta, Georgia	$16.7M	-$60.2M	1	0.13%	Reduced
473	OAM Oxford Asset Management Oxford, United Kingdom	$16.6M	-$4.23M	3	0.52%	Reduced
474	CAM Capstone Asset Management Houston, Texas	$16.5M	+$1.05M	13	0.51%	Increased
475	YP Yellowstone Partners Idaho Falls, Idaho	$16.4M	+$9.68M	2	7.75%	Increased