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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	CT Cambridge Trust Cambridge, Massachusetts	$32.9M	-$439K	4	1.7%	Reduced
477	Brinker Capital Investments Berwyn, Pennsylvania	$32.7M	+$31.6M	13	0.56%	Increased
478	SLC Snow Lake Capital Central, Hong Kong	$32.5M	+$32.5M	1	36.69%	New
479	LSCM Light Street Capital Management Palo Alto, California	$32.4M	-$74.6M	2	1.02%	Reduced
480	Nishkama Capital LLC Dorado, Puerto Rico	$32.4M	-$1.26M	1	14.9%	Reduced
481	Westfield Capital Management Boston, Massachusetts	$32.3M	-$44.7M	1	0.21%	Reduced
482	JAM JLP Asset Management New York	$32.2M	-$3.95M	3	28%	Reduced
483	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$32.2M	+$20.7M	2	0.85%	Increased
484	HIM HughesLittle Investment Management Vancouver,	$32.1M	$0	1	10.71%	Maintained
485	OA Oak Associates Akron, Ohio	$32M	+$3.73M	3	2.14%	Increased
486	AC Alley Company Lake Forest, Illinois	$31.8M	-$18K	1	2.3%	Reduced
487	Crawford Investment Counsel Atlanta, Georgia	$31.7M	+$6.17M	5	0.86%	Increased
488	Tower Research Capital (TRC) New York	$31.6M	+$16.4M	30	0.35%	Increased
489	CQS Credential Qtrade Securities Vancouver,	$31.6M	-$655K	3	3.63%	Reduced
490	HCM Hahn Capital Management Walnut Creek, California	$31.5M	-$21.1M	2	8.05%	Reduced
491	ST Sabal Trust St. Petersburg, Florida	$31.4M	-$2.01M	1	2.74%	Reduced
492	Eventide Asset Management Boston, Massachusetts	$31.1M	+$20.6M	3	0.61%	Increased
493	GLCM Greenlea Lane Capital Management Weston, Connecticut	$30.9M	+$5.44M	1	11.89%	Increased
494	ECA Endeavour Capital Advisors Greenwich, Connecticut	$30.6M	+$27.9M	2	8.19%	Increased
495	Cullen/Frost Bankers San Antonio, Texas	$30.6M	+$211K	11	0.76%	Increased
496	RHBC R.H. Bluestein & Co Birmingham, Michigan	$30.5M	+$17.1M	4	1.53%	Increased
497	LPAM Legion Partners Asset Management Los Angeles, California	$30.4M	+$27M	1	7.28%	New
498	Tudor Investment Corp Stamford, Connecticut	$30.4M	+$17.2M	16	1.32%	Increased
499	Achmea Investment Management Zeist, Netherlands	$30.3M	-$42.1M	6	1.27%	Reduced
500	RA RMR Advisors Newton, Massachusetts	$30.1M	$0	6	15.48%	Maintained