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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
501	Oppenheimer & Co New York	$13.1M	+$13M	6	0.51%	New
502	Dorsal Capital Management Redwood City, California	$12.9M	+$14.6M	1	2.01%	New
503	GIM Greystone Investment Management Cincinnati, Ohio	$12.9M	+$13.1M	2	5.48%	New
504	United Capital Financial Advisors Irving, Texas	$12.9M	+$13.7M	5	0.34%	New
505	TIP Torray Investment Partners Bethesda, Maryland	$12.8M	+$12.3M	1	2.79%	New
506	KMC Kirr Marbach & Co Columbus, Indiana	$12.7M	+$12.3M	1	2.72%	New
507	F.L. Putnam Investment Management Lynnfield, Massachusetts	$12.7M	+$12.2M	1	1.82%	New
508	Greenleaf Trust Kalamazoo, Michigan	$12.7M	+$12.3M	3	0.5%	New
509	Marsico Capital Management Denver, Colorado	$12.7M	+$14.3M	1	0.08%	New
510	CCI Columbus Circle Investors	$12.7M	+$12.5M	1	0.1%	New
511	Paradigm Capital Management Inc Albany, New York	$12.7M	+$12.2M	2	0.59%	New
512	KCA KR Capital Advisors New York	$12.7M	+$12.1M	1	2.3%	New
513	Andra AP-fonden Goteborg, Sweden	$12.6M	+$12.2M	6	0.33%	New
514	Fisher Asset Management Camas, Washington	$12.6M	+$13.3M	3	0.03%	New
515	Meyer Handelman Company Rye Brook, New York	$12.6M	+$12.1M	2	0.69%	New
516	Braun Stacey Associates New York	$12.6M	+$12M	1	0.79%	New
517	KA KLCM Advisors Milwaukee, Wisconsin	$12.5M	+$11.1M	1	3.94%	New
518	PineBridge Investments New York	$12.5M	+$12.2M	8	0.4%	New
519	Hancock Whitney Gulfport, Mississippi	$12.5M	+$12M	2	0.62%	New
520	Jacobs Levy Equity Management Florham Park, New Jersey	$12.4M	+$12M	4	0.22%	New
521	LPL Financial San Diego, California	$12.4M	+$12.7M	10	0.09%	New
522	Virginia Retirement Systems Richmond, Virginia	$12.3M	+$12.5M	7	0.23%	New
523	PP Palladium Partners Norfolk, Virginia	$12.2M	+$11.7M	2	1.28%	New
524	HighTower Advisors Chicago, Illinois	$12.2M	+$12.1M	6	0.33%	New
525	BLM Bennett Lawrence Management New York	$12.2M	+$12.6M	2	2.32%	New