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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	HCM Hahn Capital Management Walnut Creek, California	$23M	-$592K	1	2.21%	Reduced
452	SAM Shell Asset Management The Hague, Netherlands	$22.9M	-$1.87M	9	0.5%	Reduced
453	Whale Rock Capital Management Boston, Massachusetts	$22.9M	+$20.8K	1	1.24%	Increased
454	TU TDAM USA Toronto, Ontario, Canada	$22.9M	+$109K	2	1.16%	Increased
455	Trillium Asset Management Boston, Massachusetts	$22.8M	-$345K	2	1.46%	Reduced
456	DCM Dupont Capital Management Wilmington, Delaware	$22.8M	+$1.08M	8	0.51%	Increased
457	GAMCO Investors Greenwich, Connecticut	$22.7M	+$1.28M	3	0.14%	Increased
458	Rafferty Asset Management New York	$22.7M	+$18.2M	8	0.5%	Increased
459	Truist Financial Charlotte, North Carolina	$22.4M	-$3.24M	9	0.45%	Reduced
460	NIM NXG Investment Management Dallas, Texas	$22.2M	+$1.8M	2	0.61%	Increased
461	SCCM Schafer Cullen Capital Management New York	$22.2M	-$600K	2	0.28%	Reduced
462	TCM Tekne Capital Management New York	$22.1M	$0	1	3.99%	Maintained
463	South Dakota Investment Council Sioux Falls, South Dakota	$22.1M	+$9.09M	6	0.45%	Increased
464	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	-$599K	1	2.62%	Reduced
465	Kennedy Capital Management St Louis, Missouri	$21.7M	+$642K	2	0.38%	Increased
466	LPL Financial San Diego, California	$21.6M	+$6.85M	13	0.15%	Increased
467	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$21.4M	+$9.11M	8	0.38%	Increased
468	WAM World Asset Management Detroit, Michigan	$21.4M	+$2.59M	14	0.69%	Increased
469	HCM Hodges Capital Management Dallas, Texas	$21.2M	+$254K	1	1.06%	Increased
470	CEP Chicago Equity Partners Chicago, Illinois	$21.1M	-$13.8M	4	0.6%	Reduced
471	LCP LGT Capital Partners Pfaeffikon, Switzerland	$21M	-$1.43M	2	2.39%	Reduced
472	Ladenburg Thalmann Financial Services Miami, Florida	$21M	+$9.1M	22	0.27%	Increased
473	SCM Stevens Capital Management Radnor, Pennsylvania	$20.8M	+$6.83M	6	0.79%	Increased
474	CA CapWealth Advisors Franklin, Tennessee	$20.8M	+$4.61M	2	4.25%	Increased
475	PR Payden & Rygel Los Angeles, California	$20.7M	$0	2	1.89%	Maintained