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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
AFC
Alpine Fox Capital
Nevada
$98.2M +$56M 2 41.1% New
477
SFG
Sather Financial Group
Texas
$98.1M -$524K 2 5.33% Reduced
478
NIG
NFJ Investment Group
Texas
$97.7M +$5.74M 5 3.36% Increased
479
Ancora Advisors
Ancora Advisors
Ohio
$97.4M -$7.03M 19 1.95% Reduced
480
JVBC
J.V. Bruni & Co
Colorado
$97.4M -$1.52M 1 9.83% Reduced
481
BOK Financial
BOK Financial
Oklahoma
$96.9M +$7.74M 11 1.46% Increased
482
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$96.5M -$2.27M 1 1.14% Reduced
483
R.M. Davis Inc
R.M. Davis Inc
Maine
$96.3M -$1.61M 4 1.68% Reduced
484
Chilton Capital Management
Chilton Capital Management
Texas
$95.9M -$12.2M 7 3.22% Reduced
485
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$95.9M -$17M 9 2.26% Reduced
486
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$95.6M +$10.9M 16 1.11% Increased
487
MAMU
Marathon Asset Management (UK)
United Kingdom
$95.4M -$5.52M 1 3.51% Reduced
488
Aware Super
Aware Super
Australia
$94M -$15.5M 5 1.29% Reduced
489
CCS
Concentric Capital Strategies
Connecticut
$93.6M -$7.28M 19 4.18% Reduced
490
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$93.5M +$4.09M 21 0.45% Increased
491
Allworth Financial
Allworth Financial
California
$93.4M +$2.65M 38 0.41% Increased
492
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$92.9M -$401K 3 3.51% Reduced
493
Harding Loevner
Harding Loevner
New Jersey
$92.7M -$1.66M 1 0.68% Reduced
494
First Financial Bankshares
First Financial Bankshares
Texas
$92.6M +$388K 2 1.9% Increased
495
ACM
Atika Capital Management
New York
$92.5M $0 1 7.45% Maintained
496
Advisors Asset Management
Advisors Asset Management
Colorado
$92.4M -$1.54M 22 1.57% Reduced
497
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$92.2M +$16.6M 20 0.94% Increased
498
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$92M -$8.77M 35 0.53% Reduced
499
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$91.1M +$3.53M 20 1% Increased
500
IMC Chicago
IMC Chicago
Illinois
$90.9M +$18.1M 7 0.03% Increased
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