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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	AAM ACK Asset Management Greenwich, Connecticut	$48.4M	-$14.6M	1	7.03%	Reduced
477	LBP AM Paris, France	$48.2M	+$5.46M	5	1.07%	Increased
478	Summit Partners Public Asset Management Boston, Massachusetts	$47.5M	-$37.3M	1	2.07%	Reduced
479	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$47.2M	+$1.91M	1	6.64%	Increased
480	Walleye Capital New York	$47.1M	-$74M	11	0.12%	Reduced
481	Oppenheimer Asset Management New York	$47M	-$1.94M	13	0.72%	Reduced
482	Jefferies Financial Group New York	$46.9M	-$4.55M	10	0.42%	Reduced
483	Ancora Advisors Cleveland, Ohio	$46.9M	-$251K	10	1.24%	Reduced
484	Kennedy Capital Management St Louis, Missouri	$46.8M	-$16.9M	6	1.14%	Reduced
485	GIC GFI Investment Counsel Toronto, Ontario, Canada	$46.8M	+$126K	1	7.14%	Increased
486	Illinois Municipal Retirement Fund Oak Brook, Illinois	$46.5M	+$11.9M	15	0.87%	Increased
487	BC BIT Capital Berlin, Germany	$45.7M	+$24.8M	8	5.35%	Increased
488	Dai-ichi Life Insurance Company Tokyo, Japan	$45.4M	+$17.5M	7	1%	Increased
489	Crossmark Global Holdings Houston, Texas	$45.4M	+$5.57M	15	1.03%	Increased
490	Vaughan David Investments Peoria, Illinois	$45.2M	+$559K	1	1.37%	Increased
491	Private Management Group Irvine, California	$45.2M	-$108K	2	1.85%	Reduced
492	LPU Lansdowne Partners (UK) London, United Kingdom	$45.1M	-$26.8M	1	4.13%	Reduced
493	Carlyle Group Washington, District of Columbia	$44.6M	$0	1	1.93%	Maintained
494	Meitav Investment House Bene-Beraq, Israel	$44.4M	+$6.73M	3	0.72%	Increased
495	JLBC J.L. Bainbridge & Co Sarasota, Florida	$44.2M	+$9.33M	2	5.93%	Increased
496	Badgley Phelps Wealth Managers Seattle, Washington	$44.1M	-$92K	4	1.5%	Reduced
497	Capital Advisors Inc Tulsa, Oklahoma	$44M	-$99.4M	3	1.15%	Reduced
498	BCM Bornite Capital Management New York	$43.7M	+$16.2M	1	13.19%	Increased
499	CIBC World Markets New York	$43.6M	-$30.1M	8	0.43%	Reduced
500	Carnegie Investment Counsel Pepper Pike, Ohio	$43.5M	+$297K	4	1.67%	Increased