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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	NPIC Neumeier Poma Investment Counsel Carmel, California	$31.5M	+$1.81M	1	2.84%	Increased
477	PHK Point72 Hong Kong Hong Kong	$31.4M	+$14.7M	7	3.5%	Increased
478	ALPS Advisors Denver, Colorado	$31.4M	-$4.47M	10	0.42%	Reduced
479	SG Americas Securities New York	$31.3M	-$38.6M	24	0.26%	Reduced
480	Vestcor Inc Fredericton, New Brunswick, Canada	$31.3M	-$14.2M	10	1.62%	Reduced
481	Nishkama Capital LLC Dorado, Puerto Rico	$31.1M	+$24.7M	2	13.14%	Increased
482	ST Sabal Trust St. Petersburg, Florida	$31M	-$1.94M	1	2.89%	Reduced
483	Tiedemann Advisors New York	$30.8M	+$1.26M	2	1.63%	Increased
484	Great Lakes Advisors Chicago, Illinois	$30.7M	+$12.2M	7	0.75%	Increased
485	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$30.7M	-$3.53M	10	1.06%	Reduced
486	SRFM Shannon River Fund Management New York	$30.1M	-$14.8M	1	3.93%	Reduced
487	AC Alley Company Lake Forest, Illinois	$29.5M	+$8.59M	1	2.28%	Increased
488	Squarepoint New York	$29.3M	+$13.6M	15	0.47%	Increased
489	WCP Waterfront Capital Partners New York	$29M	-$58.7M	2	4.78%	Reduced
490	RA RMR Advisors Newton, Massachusetts	$28.6M	$0	6	12.58%	Maintained
491	Emerald Advisers Leola, Pennsylvania	$28.2M	-$5.11M	2	1.23%	Reduced
492	Miller Howard Investments Kingston, New York	$28.1M	-$4.45M	1	1.4%	Reduced
493	BFS Baskin Financial Services Toronto, Ontario, Canada	$28.1M	+$842K	1	4.15%	Increased
494	GF Greenhouse Funds Baltimore, Maryland	$27.8M	+$26.9M	1	4.16%	New
495	OA Oak Associates Akron, Ohio	$27.6M	+$25.6M	3	1.85%	Increased
496	ESBC E.S. Barr & Co Lexington, Kentucky	$27.6M	-$286K	1	2.84%	Reduced
497	Gotham Asset Management New York	$27.6M	-$10.1M	10	0.83%	Reduced
498	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$27.6M	+$1.62M	2	2.12%	Increased
499	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$27.5M	+$1.14M	6	5.15%	Increased
500	Signature Estate & Investment Advisors Los Angeles, California	$27.5M	-$740K	1	1.95%	Reduced