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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	GGHC Gilder Gagnon Howe & Co New York	$26.1M	+$1.3M	3	0.27%	Increased
502	PHAM Pacific Heights Asset Management San Francisco, California	$26.1M	$0	2	3.27%	Maintained
503	Meag Munich Ergo Munich, Germany	$26.1M	-$8.62M	7	2.79%	Reduced
504	KC KCL Capital New York	$26.1M	-$5.05M	2	4.19%	Reduced
505	RHBC R.H. Bluestein & Co Birmingham, Michigan	$25.9M	+$23.4M	2	1.3%	Increased
506	Weiss Multi-Strategy Advisers New York	$25.9M	-$25.8M	5	0.42%	Reduced
507	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$25.8M	+$866K	6	0.66%	Increased
508	Marshall Wace London, United Kingdom	$25.7M	+$448K	14	0.18%	Increased
509	Sit Investment Associates Minneapolis, Minnesota	$25.7M	+$5.52M	5	0.73%	Increased
510	ECAM East Coast Asset Management Essex, Massachusetts	$25.5M	+$78.5K	1	7.12%	Increased
511	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$25.5M	-$448K	11	0.86%	Reduced
512	Ceredex Value Advisors Orlando, Florida	$25.3M	-$3.12M	1	0.29%	Reduced
513	MIM Manitou Investment Management Toronto, Ontario, Canada	$25.3M	+$111K	1	5.64%	Increased
514	MAA Matrix Asset Advisors White Plains, New York	$25.2M	-$308K	1	4.11%	Reduced
515	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$25.1M	+$19.6M	1	1.85%	Increased
516	Segall Bryant & Hamill Chicago, Illinois	$25M	-$11.5M	10	0.39%	Reduced
517	Kennedy Capital Management St Louis, Missouri	$24.9M	-$2.07M	5	0.61%	Reduced
518	Stephens Inc Little Rock, Arkansas	$24.8M	+$1.03M	9	0.52%	Increased
519	UBV United Bank (Virginia) Vienna, Virginia	$24.6M	-$766K	3	4.25%	Reduced
520	MTC McDaniel Terry & Co Austin, Texas	$24.5M	-$333K	1	3.66%	Reduced
521	Carillon Tower Advisers St. Petersburg, Florida	$24.5M	-$3.6M	2	0.16%	Reduced
522	DnB Asset Management Oslo, Norway	$24.3M	+$10.5M	7	0.24%	Increased
523	CCM Cinctive Capital Management New York	$24.3M	+$22.5M	2	2.54%	New
524	Cambridge Investment Research Advisors Fairfield, Iowa	$24.2M	+$3.31M	13	0.19%	Increased
525	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$24.1M	-$91.2K	1	2.34%	Reduced