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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	Sessa Capital New York	$60.9M	-$26.6M	1	2.03%	Reduced
452	AC Avenir Corporation Alexandria, Virginia	$60.8M	-$1.05M	3	5.26%	Reduced
453	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$60.6M	+$47.7K	1	7.52%	Increased
454	IFM Investors Melbourne, Australia	$60.2M	-$1.05M	6	0.73%	Reduced
455	SI Standard Investments New York	$59.4M	-$34M	1	3.66%	Reduced
456	Brandes Investment Partners La Jolla, California	$59M	+$10.9M	1	0.9%	Increased
457	Nomura Holdings Tokyo, Japan	$58.9M	+$52.1M	13	0.16%	Increased
458	ACB Aristotle Capital Boston Boston, Massachusetts	$58.9M	-$2.84M	1	1.8%	Reduced
459	LPAM Legion Partners Asset Management Los Angeles, California	$58.6M	-$364K	1	15.28%	Reduced
460	MGCM Mane Global Capital Management New York	$58.4M	+$54.3M	2	5.64%	New
461	VAM Vert Asset Management Sausalito, California	$58.4M	+$2.17M	4	25.19%	Increased
462	LBIM Land & Buildings Investment Management Stamford, Connecticut	$58.1M	-$14.5M	2	13.36%	Reduced
463	Jefferies Financial Group New York	$57.1M	+$895K	10	0.37%	Increased
464	DF Dent & Co Baltimore, Maryland	$56.7M	-$614K	3	0.75%	Reduced
465	Gotham Asset Management New York	$56.6M	-$6.85M	15	1.05%	Reduced
466	Envestnet Portfolio Solutions Chicago, Illinois	$56.6M	+$180K	16	0.24%	Increased
467	Eastern Bank Boston, Massachusetts	$56.5M	-$3.51M	3	2.56%	Reduced
468	Capital Advisors Inc Tulsa, Oklahoma	$56.4M	+$2.1M	3	1.26%	Increased
469	JLBC J.L. Bainbridge & Co Sarasota, Florida	$56.4M	+$5.91M	2	6.9%	Increased
470	British Columbia Investment Management Victoria, British Columbia, Canada	$56.2M	-$603K	10	0.46%	Reduced
471	Badgley Phelps Wealth Managers Seattle, Washington	$55.9M	+$4.23M	4	1.52%	Increased
472	SFG Sather Financial Group Victoria, Texas	$55.8M	+$387K	1	4.13%	Increased
473	Stephens Investment Management Group Houston, Texas	$55.7M	+$3.92M	1	0.81%	Increased
474	MN Services Vermogensbeheer The Hague, Netherlands	$55.7M	-$1.32M	2	0.5%	Reduced
475	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$55.6M	+$1.13M	2	3.32%	Increased