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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	Driehaus Capital Management Chicago, Illinois	$27.5M	-$4.69M	2	0.67%	Reduced
502	B BP London, United Kingdom	$27.4M	+$1.83M	8	1%	Increased
503	Wolverine Asset Management Chicago, Illinois	$27.3M	+$7.59M	7	0.27%	Increased
504	CCM Corsair Capital Management New York	$27M	+$418K	1	11.03%	Increased
505	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$27M	-$446K	1	10.39%	Reduced
506	Cullen/Frost Bankers San Antonio, Texas	$26.8M	+$426K	7	0.71%	Increased
507	Oppenheimer Asset Management New York	$26.5M	-$2.52M	12	0.55%	Reduced
508	Brinker Capital Berwyn, Pennsylvania	$26.4M	+$2.24M	13	0.84%	Increased
509	Ancora Advisors Cleveland, Ohio	$26.3M	-$4.26M	12	1.1%	Reduced
510	ExodusPoint Capital Management New York	$26M	+$7.72M	15	0.67%	Increased
511	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$25.9M	+$4.8M	1	2.85%	Increased
512	PHAM Pacific Heights Asset Management San Francisco, California	$25.9M	-$566K	2	3.86%	Reduced
513	Meag Munich Ergo Munich, Germany	$25.8M	+$400K	4	4.84%	Increased
514	SIG Senator Investment Group New York	$25.8M	+$22.1M	1	0.89%	New
515	Thompson Siegel & Walmsley Richmond, Virginia	$25.6M	+$773K	7	0.52%	Increased
516	GLCM Greenlea Lane Capital Management Weston, Connecticut	$25.4M	-$3.55M	1	12.13%	Reduced
517	AssetMark Inc Concord, California	$25.3M	+$1.73M	10	0.18%	Increased
518	MP Marlowe Partners New York	$25.3M	+$954K	2	15.05%	Increased
519	WI Wafra Inc New York	$25.2M	$0	2	1.6%	Maintained
520	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$25.2M	-$3.99M	3	1.19%	Reduced
521	PineBridge Investments New York	$25.1M	+$9.66M	5	0.48%	Increased
522	Nicholas Company Milwaukee, Wisconsin	$25M	-$1.42M	3	0.58%	Reduced
523	Stephens Inc Little Rock, Arkansas	$24.9M	-$405K	9	0.54%	Reduced
524	SOAMC Spirit of America Management Corp Syosset, New York	$24.9M	+$147K	4	6.38%	Increased
525	SC Schooner Capital Vero Beach, Florida	$24.9M	-$9.11M	1	100%	Reduced