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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	SCM Simcoe Capital Management New York	$18.7M	+$3.92M	1	10.55%	Increased
477	MSA Mason Street Advisors Milwaukee, Wisconsin	$18.6M	+$3.21M	12	0.54%	Increased
478	MCM McKinley Capital Management Anchorage, Alaska	$18.5M	+$18.1M	5	0.9%	Increased
479	IAM Impax Asset Management Portsmouth, New Hampshire	$18.4M	-$794K	3	1.07%	Reduced
480	BSPF British Steel Pension Fund London, United Kingdom	$18.4M	-$6.08M	1	2.56%	Reduced
481	Cornerstone Investment Partners Atlanta, Georgia	$18.3M	+$18.1M	1	0.64%	Increased
482	UM Ulysses Management New York	$18.2M	-$1.96M	1	2.14%	Reduced
483	Jane Street New York	$18.2M	+$11.6M	11	0.09%	Increased
484	Kayne Anderson Rudnick Investment Management Los Angeles, California	$18.2M	+$4.01M	4	0.27%	Increased
485	Robeco Schweiz Zurich, Switzerland	$18M	+$11.4M	3	1.65%	Increased
486	GC Globeflex Capital San Diego, California	$17.9M	-$3.74M	6	4.9%	Reduced
487	ECM EII Capital Management New York	$17.9M	+$90.6K	3	5.24%	Increased
488	DnB Asset Management Oslo, Norway	$17.8M	+$832K	6	0.38%	Increased
489	PFC Phocas Financial Corp Alameda, California	$17.8M	-$3.68M	4	1.01%	Reduced
490	JAM JCIC Asset Management Toronto, Ontario, Canada	$17.8M	+$1.72M	1	5.29%	Increased
491	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.8M	+$111K	1	2.38%	Increased
492	JP Morgan Private Wealth Advisors San Francisco, California	$17.7M	+$6.02M	9	0.17%	Increased
493	CC Cannell & Co New York	$17.6M	-$7.67M	3	0.64%	Reduced
494	Quantbot Technologies New York	$17.4M	+$11.9M	9	1.85%	Increased
495	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$17.3M	-$5.61K	1	2.68%	Reduced
496	VWM Valley Wealth Managers Paramus, New Jersey	$17.3M	-$180K	3	2.64%	Reduced
497	MAA Matrix Asset Advisors White Plains, New York	$17.3M	+$792K	1	3.36%	Increased
498	CA CapWealth Advisors Franklin, Tennessee	$17M	-$40.3K	1	4.16%	Reduced
499	LLC Latimer Light Capital New York	$17M	+$8.92M	1	4.73%	Increased
500	Whale Rock Capital Management Boston, Massachusetts	$17M	+$5.83M	1	1.41%	Increased