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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	AACA American Assets Capital Advisers San Diego, California	$15.6M	-$2.34M	3	12.11%	Reduced
502	WesBanco Bank Wheeling, West Virginia	$15.6M	-$803K	5	0.92%	Reduced
503	LCP LGT Capital Partners Pfaeffikon, Switzerland	$15.5M	+$322K	1	2.8%	Increased
504	Employees Provident Fund Board Shah Alam, Malaysia	$15.5M	-$15.1M	1	0.66%	Reduced
505	Bessemer Group Woodbridge, New Jersey	$15.5M	+$3.67M	11	0.09%	Increased
506	SCM Simcoe Capital Management New York	$15.3M	$0	1	10.61%	Maintained
507	RIG Roosevelt Investment Group New York	$15.1M	+$12.1M	1	1.34%	Increased
508	Commerce Bank Kansas City, Missouri	$15.1M	+$7.67M	3	0.25%	Increased
509	AC Ascend Capital Orinda, California	$15.1M	+$14.7M	1	1.44%	New
510	RHJA Rice Hall James & Associates San Diego, California	$14.9M	+$9.19M	4	0.86%	Increased
511	WIC Willis Investment Counsel Gainesville, Georgia	$14.8M	+$94.4K	2	1.3%	Increased
512	EI EAM Investors Solana Beach, California	$14.6M	-$519K	6	2.29%	Reduced
513	CA CapWealth Advisors Franklin, Tennessee	$14.6M	+$89.5K	2	3.71%	Increased
514	Greenleaf Trust Kalamazoo, Michigan	$14.6M	-$510K	1	0.4%	Reduced
515	RCMC RK Capital Management (Colorado) Denver, Colorado	$14.5M	-$929K	1	2.4%	Reduced
516	PR Payden & Rygel Los Angeles, California	$14.5M	+$285K	3	1.76%	Increased
517	Ladenburg Thalmann Financial Services Miami, Florida	$14.5M	+$1.91M	21	0.25%	Increased
518	VWM Valley Wealth Managers Paramus, New Jersey	$14.3M	+$9.03M	1	2.42%	Increased
519	Discovery Capital Management South Norwalk, Connecticut	$14.3M	-$19.1K	1	0.21%	Reduced
520	HCM Hoplite Capital Management New York	$14.3M	+$13.9M	1	0.72%	New
521	ICRM Insight Capital Research & Management Walnut Creek, California	$14.3M	+$7.66M	3	4.42%	Increased
522	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$14.3M	+$743K	5	0.44%	Increased
523	ACM Argent Capital Management St Louis, Missouri	$14.2M	+$7.91M	3	0.65%	Increased
524	SCM Stonerise Capital Management San Francisco, California	$14.2M	-$32.8M	1	8.92%	Reduced
525	AssetMark Inc Concord, California	$14.2M	-$234K	11	0.25%	Reduced