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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	SCM Simcoe Capital Management New York	$24.4M	$0	1	10.62%	Maintained
452	SAM Shell Asset Management The Hague, Netherlands	$24.4M	-$171K	9	0.52%	Reduced
453	AIM Avity Investment Management Greenwich, Connecticut	$24.4M	-$2.12M	1	3.31%	Reduced
454	Kennedy Capital Management St Louis, Missouri	$24.3M	-$352K	2	0.47%	Reduced
455	MAA Matrix Asset Advisors White Plains, New York	$24.3M	+$111K	1	4.17%	Increased
456	Emerald Advisers Leola, Pennsylvania	$24.2M	-$2.03M	2	1.01%	Reduced
457	Adams Diversified Equity Fund Baltimore, Maryland	$24.2M	+$6.68M	5	1.37%	Increased
458	Whale Rock Capital Management Boston, Massachusetts	$23.9M	+$2K	1	1.67%	Increased
459	ANI American National Insurance Galveston, Texas	$23.9M	$0	4	1.3%	Maintained
460	Sterling Capital Management Charlotte, North Carolina	$23.7M	+$2.35M	7	0.23%	Increased
461	SCCM Schafer Cullen Capital Management New York	$23.6M	-$300K	2	0.29%	Reduced
462	PR Payden & Rygel Los Angeles, California	$23.5M	+$824K	2	2.05%	Increased
463	NIM NXG Investment Management Dallas, Texas	$23.4M	+$1.06M	2	0.78%	Increased
464	TU TDAM USA Toronto, Ontario, Canada	$23.3M	+$203K	2	1.2%	Increased
465	LCP LGT Capital Partners Pfaeffikon, Switzerland	$23.2M	+$549K	2	2.32%	Increased
466	CCM Corsair Capital Management New York	$23.1M	-$4.04M	1	4.19%	Reduced
467	CC Crosslink Capital Menlo Park, California	$23.1M	-$4.4M	2	3.74%	Reduced
468	JP Morgan Private Wealth Advisors San Francisco, California	$22.9M	+$5.2M	7	0.17%	Increased
469	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.6M	-$239K	1	2.72%	Reduced
470	ACM Argent Capital Management St Louis, Missouri	$22.5M	-$3.48M	3	0.9%	Reduced
471	LMR Partners London, United Kingdom	$22.4M	+$16.1M	7	1.4%	Increased
472	RIM Ranger Investment Management Dallas, Texas	$22.3M	-$471K	1	1.59%	Reduced
473	CA CapWealth Advisors Franklin, Tennessee	$22.3M	-$82.6K	2	4.46%	Reduced
474	Westwood Holdings Group Dallas, Texas	$22.1M	+$5.15M	4	0.18%	Increased
475	SAM Scopus Asset Management New York	$22.1M	+$18.1M	1	0.24%	Increased