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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
476	Mitsubishi UFJ Asset Management Tokyo, Japan	$18.7M	-$1.9M	8	0.55%	Reduced
477	Bradley Foster & Sargent Hartford, Connecticut	$18.7M	+$957K	3	0.85%	Increased
478	CAM Capstone Asset Management Houston, Texas	$18.7M	-$885K	11	0.53%	Reduced
479	CC Crosslink Capital Menlo Park, California	$18.6M	-$12.5M	2	2.67%	Reduced
480	SRFM Shannon River Fund Management New York	$18.6M	$0	1	2.14%	Maintained
481	Palisade Capital Management Fort Lee, New Jersey	$18.6M	-$5.65M	1	0.47%	Reduced
482	NM Nokota Management New York	$18.4M	-$1.83M	1	0.51%	Reduced
483	FI Fosun International Hong Kong, China	$18.3M	+$973K	1	2.03%	Increased
484	SAM Steinberg Asset Management New York	$18.3M	-$9.53M	1	2.04%	Reduced
485	LCP LeVasseur Capital Partners Newport Beach, California	$18.3M	$0	1	18.56%	Maintained
486	PineBridge Investments New York	$18.2M	+$2.79M	10	0.67%	Increased
487	Anchor Capital Advisors Boston, Massachusetts	$18.1M	-$1.68M	2	0.39%	Reduced
488	GIM Greystone Investment Management Cincinnati, Ohio	$18M	-$513K	1	6.94%	Reduced
489	Oppenheimer & Co New York	$17.9M	+$10.7K	7	0.49%	Increased
490	KG Killen Group Berwyn, Pennsylvania	$17.8M	-$2.75M	1	1.28%	Reduced
491	OAM Oxford Asset Management Oxford, United Kingdom	$17.8M	+$505K	4	0.45%	Increased
492	TAAM Top Ace Asset Management Hong Kong	$17.7M	$0	1	28.79%	Maintained
493	Suntrust Banks Atlanta, Georgia	$17.5M	-$2.29M	6	0.11%	Reduced
494	CC Curian Capital Denver, Colorado	$17.4M	+$8.64M	4	0.29%	Increased
495	Polar Asset Management Partners Toronto, Ontario, Canada	$17.4M	+$5.9M	2	0.95%	Increased
496	ZC Zelman Capital Beachwood, Ohio	$17.2M	-$316K	2	5.42%	Reduced
497	Swiss Life Asset Management Zurich,	$17.2M	+$17.3M	2	0.69%	New
498	CPP Crow Point Partners Boston, Massachusetts	$17.2M	+$18.3M	3	2.35%	New
499	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.2M	+$1.27M	7	0.75%	Increased
500	FMA Fiduciary Management Associates Chicago, Illinois	$17.1M	+$17M	2	1.03%	New