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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	SCM Simcoe Capital Management New York	$20.7M	-$4.19M	1	7.06%	Reduced
502	Anchor Capital Advisors Boston, Massachusetts	$20.6M	-$173K	2	0.72%	Reduced
503	CMG Cavalry Management Group San Francisco, California	$20.6M	-$3.89M	1	5.88%	Reduced
504	Crossmark Global Holdings Houston, Texas	$20.5M	-$1.75M	15	0.53%	Reduced
505	BFS Baskin Financial Services Toronto, Ontario, Canada	$20.5M	+$28.8K	1	3.93%	Increased
506	HS Hazelview Securities Toronto, Ontario, Canada	$20.4M	-$9.86M	3	10.51%	Reduced
507	AC Ascend Capital Orinda, California	$20.4M	+$10.6M	3	0.83%	Increased
508	WIC Willis Investment Counsel Gainesville, Georgia	$20.3M	+$2.79M	2	1.56%	Increased
509	CCM Corsair Capital Management New York	$20.1M	-$14.4M	1	3.74%	Reduced
510	PFM Parsec Financial Management Asheville, North Carolina	$20M	+$648K	2	1.37%	Increased
511	EP Edgestream Partners Princeton, New Jersey	$20M	+$20.2M	4	3.93%	New
512	Amalgamated Bank New York	$20M	-$3.63M	13	0.53%	Reduced
513	GIM GCA Investment Management New York	$19.9M	+$11.9M	1	3.74%	Increased
514	Jane Street New York	$19.9M	+$33.1K	12	0.05%	Increased
515	FCM Flinton Capital Management Philadelphia, Pennsylvania	$19.7M	+$189K	9	0.66%	Increased
516	CAM ClariVest Asset Management San Diego, California	$19.6M	-$3.05M	7	0.34%	Reduced
517	GF Greenhouse Funds Baltimore, Maryland	$19.5M	+$3.83M	1	5.16%	Increased
518	H Hexavest Montreal, Quebec, Canada	$19.4M	-$4.74M	2	0.24%	Reduced
519	Jefferies Group New York	$19.3M	+$6.31M	10	0.1%	Increased
520	T TOBAM Paris, France	$19.2M	+$19.3M	1	0.79%	New
521	DAC Dividend Assets Capital Ridgeland, South Carolina	$19.1M	+$5.2M	1	0.95%	Increased
522	PM Pembroke Management Montreal, Quebec, Canada	$19M	+$5.93M	1	2.01%	Increased
523	GIM Grassi Investment Management Santa Clara, California	$19M	+$340K	2	3.08%	Increased
524	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.9M	-$424K	1	4.02%	Reduced
525	Pendal Group Sydney, Australia	$18.9M	-$619K	7	0.24%	Reduced