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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	Element Capital Management New York	$28.1M	+$10.2M	8	0.85%	Increased
452	ST Sabal Trust St. Petersburg, Florida	$28M	+$485K	1	2.49%	Increased
453	Fifth Third Bancorp Cincinnati, Ohio	$28M	+$1.8M	17	0.18%	Increased
454	SAM Shell Asset Management The Hague, Netherlands	$27.3M	+$689K	10	0.6%	Increased
455	DCM Daruma Capital Management New York	$27.3M	-$3.86M	1	3.1%	Reduced
456	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$27.2M	+$4.37M	2	0.8%	Increased
457	ACM Atlanta Capital Management Atlanta, Georgia	$27.2M	-$1.12M	1	0.13%	Reduced
458	Bahl & Gaynor Cincinnati, Ohio	$27.1M	+$6.72M	6	0.25%	Increased
459	ESBC E.S. Barr & Co Lexington, Kentucky	$27.1M	-$124K	1	2.81%	Reduced
460	Country Trust Bank Bloomington, Illinois	$27M	+$24.2M	2	1.2%	Increased
461	Churchill Management Los Angeles, California	$26.8M	+$25.3M	1	0.71%	New
462	Freestone Capital Holdings Seattle, Washington	$26.8M	+$897K	4	1.59%	Increased
463	Vaughan Nelson Investment Management Houston, Texas	$26.4M	-$34.2M	2	0.35%	Reduced
464	Advisor Group Phoenix, Arizona	$26.1M	+$3.22M	29	0.22%	Increased
465	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$25.8M	$0	1	10.63%	Maintained
466	ACM Argent Capital Management St Louis, Missouri	$25.6M	-$22.7M	3	0.94%	Reduced
467	Becker Capital Management Portland, Oregon	$25.5M	-$598K	2	0.94%	Reduced
468	Calamos Advisors Naperville, Illinois	$25.5M	-$68.5K	5	0.16%	Reduced
469	Tiger Global Management New York	$25.5M	$0	1	0.14%	Maintained
470	Harris Associates Chicago, Illinois	$25.4M	-$140M	1	0.05%	Reduced
471	LCP LGT Capital Partners Pfaeffikon, Switzerland	$25.3M	+$2.93M	3	1.87%	Increased
472	Nicholas Company Milwaukee, Wisconsin	$25.3M	-$1.64M	3	0.6%	Reduced
473	Schonfeld Strategic Advisors New York	$25.1M	-$8.04M	8	0.87%	Reduced
474	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$25M	+$2.14M	6	0.71%	Increased
475	CRCP Copper Rock Capital Partners Boston, Massachusetts	$25M	-$1.44M	1	1.81%	Reduced