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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	Highbridge Capital Management New York	$22.5M	$0	1	0.69%	Maintained
502	Kovitz Investment Group Partners Chicago, Illinois	$22.5M	+$4.89M	3	0.71%	Increased
503	Nomura Holdings Tokyo, Japan	$22.4M	-$801K	8	0.09%	Reduced
504	ELI Empire Life Investments Toronto, Ontario, Canada	$22.4M	+$4.11M	1	1.88%	Increased
505	GAMCO Investors Greenwich, Connecticut	$22.4M	+$182K	3	0.17%	Increased
506	Candriam SCA Strassen, Luxembourg, Luxembourg	$22.2M	+$1.36M	7	0.28%	Increased
507	Blackstone Inc New York	$22.1M	+$19.9M	1	0.11%	New
508	DI Dalton Investments Las Vegas, Nevada	$22.1M	+$3.03M	2	9.66%	Increased
509	Cullen/Frost Bankers San Antonio, Texas	$22.1M	+$3.31M	7	0.68%	Increased
510	BIM Barton Investment Management West Conshohocken, Pennsylvania	$22M	+$466K	1	3.67%	Increased
511	RCM Riverhead Capital Management Wilmington, Delaware	$22M	+$7.3M	15	0.89%	Increased
512	Bridgewater Associates Westport, Connecticut	$21.8M	-$12.6M	7	0.13%	Reduced
513	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$21.7M	+$1.74M	2	1.97%	Increased
514	HIM HughesLittle Investment Management Vancouver,	$21.7M	+$1.51M	1	8.55%	Increased
515	E. Ohman J:or Asset Management Stockholm, Sweden	$21.6M	-$712K	4	1.46%	Reduced
516	CT Cambridge Trust Cambridge, Massachusetts	$21.5M	+$1.35M	2	1.29%	Increased
517	Mariner Overland Park, Kansas	$21.4M	+$6.23M	8	0.3%	Increased
518	SCCM Schafer Cullen Capital Management New York	$21.4M	+$4.83M	1	0.31%	Increased
519	TP Toronado Partners San Francisco, California	$21.2M	+$4.96M	1	11.6%	Increased
520	Wolverine Asset Management Chicago, Illinois	$21.2M	+$7.16M	7	0.29%	Increased
521	MIM Manitou Investment Management Toronto, Ontario, Canada	$21M	-$6.86M	1	5.24%	Reduced
522	Oppenheimer & Co New York	$20.9M	+$2.81M	14	0.56%	Increased
523	Ladenburg Thalmann Financial Services Miami, Florida	$20.9M	+$1.74M	28	0.16%	Increased
524	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$20.9M	+$10.4M	7	0.83%	Increased
525	Perpetual Ltd Sydney, New South Wales, Australia	$20.8M	+$1.54M	3	3.01%	Increased