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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	SGA Strategic Global Advisors Newport Beach, California	$16.9M	+$5.59M	1	6.39%	Increased
502	VanEck Associates New York	$16.9M	-$2.88M	3	0.09%	Reduced
503	CIM Corbyn Investment Management Lutherville, Maryland	$16.9M	-$153K	2	5.48%	Reduced
504	NIP Nicholas Investment Partners Rancho Santa Fe, California	$16.8M	-$4.86M	4	1.17%	Reduced
505	Cullen/Frost Bankers San Antonio, Texas	$16.7M	-$488K	2	0.62%	Reduced
506	Axiom Investors Greenwich, Connecticut	$16.6M	+$12.3M	2	0.48%	Increased
507	CHA Cedar Hill Associates Chicago, Illinois	$16.5M	-$164K	1	2.84%	Reduced
508	NCGI Next Century Growth Investors Plymouth, Minnesota	$16.5M	+$1.86M	2	0.77%	Increased
509	HCM Hahn Capital Management Walnut Creek, California	$16.4M	-$1.61M	1	1.57%	Reduced
510	ZP Zimmer Partners New York	$16.3M	+$4.98M	1	0.49%	Increased
511	AssetMark Inc Concord, California	$16.2M	-$85.4K	10	0.27%	Reduced
512	PGC Pacific Grove Capital San Francisco, California	$16.2M	-$4.86M	1	6.13%	Reduced
513	TAM Tiverton Asset Management Wilimington, Delaware	$16.2M	+$58.6M	3	0.68%	Increased
514	ICRM Insight Capital Research & Management Walnut Creek, California	$16M	-$221K	4	5.59%	Reduced
515	GLI Guardian Life Insurance New York	$16M	+$61.7K	6	1.24%	Increased
516	BFS Baskin Financial Services Toronto, Ontario, Canada	$16M	+$28.7K	1	4.51%	Increased
517	IRF IBM Retirement Fund Armonk, New York	$15.9M	+$698K	8	0.57%	Increased
518	CCM Corsair Capital Management New York	$15.9M	-$6.43M	1	2.43%	Reduced
519	AACA American Assets Capital Advisers San Diego, California	$15.9M	-$2.06M	3	10.22%	Reduced
520	KLC Knowledge Leaders Capital Denver, Colorado	$15.8M	+$1.53M	1	4.87%	Increased
521	BIM Barton Investment Management West Conshohocken, Pennsylvania	$15.8M	-$5.32M	1	5.76%	Reduced
522	RCMC RK Capital Management (Colorado) Denver, Colorado	$15.7M	+$828K	1	2.81%	Increased
523	GH GAM Holding Zurich, Switzerland	$15.7M	-$4.5M	7	0.24%	Reduced
524	OMC Overbrook Management Corp New York	$15.5M	-$1.53M	1	3.25%	Reduced
525	GAMCO Investors Greenwich, Connecticut	$15.4M	-$462K	2	0.1%	Reduced