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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	DIA Denver Investment Advisors Denver, Colorado	$21.8M	-$23.9M	3	0.96%	Reduced
477	WIC Willis Investment Counsel Gainesville, Georgia	$21.7M	-$306K	2	1.64%	Reduced
478	PP Paloma Partners Greenwich, Connecticut	$21.7M	+$13.5M	13	0.26%	Increased
479	Axiom Investors Greenwich, Connecticut	$21.7M	-$18.3K	2	0.52%	Reduced
480	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$21.7M	-$2.1M	2	0.17%	Reduced
481	CRCP Copper Rock Capital Partners Boston, Massachusetts	$21.6M	-$7M	1	1.4%	Reduced
482	BSPF British Steel Pension Fund London, United Kingdom	$21.6M	$0	2	2.36%	Maintained
483	Zurich Insurance Group Zurich, Switzerland	$21.6M	+$1.9M	6	0.61%	Increased
484	Pendal Group Sydney, Australia	$21.5M	+$21M	5	0.31%	New
485	HCM Hahn Capital Management Walnut Creek, California	$21.3M	-$2.51M	1	2.22%	Reduced
486	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.2M	+$3.4M	2	0.93%	Increased
487	OAM Oxford Asset Management Oxford, United Kingdom	$21.1M	+$2.02M	7	0.42%	Increased
488	RHJA Rice Hall James & Associates San Diego, California	$21.1M	-$6.8M	4	0.92%	Reduced
489	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$21.1M	-$23.4M	1	7.75%	Reduced
490	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$21M	$0	1	10.35%	Maintained
491	Amalgamated Bank New York	$20.8M	+$6.59M	13	0.68%	Increased
492	CAM Capstone Asset Management Houston, Texas	$20.8M	-$182K	15	0.58%	Reduced
493	Churchill Management Los Angeles, California	$20.8M	-$414K	1	0.54%	Reduced
494	Commonwealth Equity Services Waltham, Massachusetts	$20.8M	+$13.6K	13	0.13%	Increased
495	WAM World Asset Management Detroit, Michigan	$20.8M	-$1.93M	14	0.72%	Reduced
496	TCM Tekne Capital Management New York	$20.6M	$0	1	4.46%	Maintained
497	Anchor Capital Advisors Boston, Massachusetts	$20.6M	+$6.75M	3	0.75%	Increased
498	Ladenburg Thalmann Financial Services Miami, Florida	$20.4M	-$1.92M	22	0.24%	Reduced
499	FCM Flinton Capital Management Philadelphia, Pennsylvania	$20.4M	+$69.8K	10	0.75%	Increased
500	Polar Asset Management Partners Toronto, Ontario, Canada	$20.4M	-$3.86M	2	0.48%	Reduced