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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	ExodusPoint Capital Management New York	$30M	+$2.13M	17	0.6%	Increased
502	PHAM Pacific Heights Asset Management San Francisco, California	$29.8M	+$2.5M	2	3.87%	Increased
503	Braun Stacey Associates New York	$29.4M	+$19.8M	4	1.57%	Increased
504	Signature Estate & Investment Advisors Los Angeles, California	$29.4M	-$270K	1	1.83%	Reduced
505	Ancora Advisors Cleveland, Ohio	$29.4M	-$781K	12	1.17%	Reduced
506	BFS Baskin Financial Services Toronto, Ontario, Canada	$29.3M	+$1.06M	1	3.72%	Increased
507	Marshall Wace Asia Central, Hong Kong	$29.2M	-$27.5M	1	0.68%	Reduced
508	Tiedemann Advisors New York	$29.1M	-$3.84M	2	1.4%	Reduced
509	KCM Kingdon Capital Management New York	$29M	-$826K	1	3.26%	Reduced
510	SCM Segantii Capital Management Hong Kong	$29M	+$28.4M	1	2.24%	New
511	PGH Partners Group Holding Baar-Zug, Switzerland	$28.9M	+$26.6M	2	3.16%	Increased
512	AE Wealth Management Topeka, Kansas	$28.8M	+$8.75M	11	0.41%	Increased
513	Dana Investment Advisors Waukesha, Wisconsin	$28.6M	-$7.59M	4	1.56%	Reduced
514	Oppenheimer Asset Management New York	$28.6M	-$58.8K	12	0.55%	Reduced
515	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$28.6M	+$17.8M	7	0.2%	Increased
516	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$28.1M	-$978K	6	5.05%	Reduced
517	ALPS Advisors Denver, Colorado	$27.8M	-$7.32M	12	0.41%	Reduced
518	MUFG Securities EMEA London, United Kingdom	$27.6M	+$11.6M	4	0.26%	Increased
519	Adams Diversified Equity Fund Baltimore, Maryland	$27.5M	+$3.1M	2	1.34%	Increased
520	PFC Phocas Financial Corp Alameda, California	$27.1M	+$3.61M	7	4.53%	Increased
521	Meag Munich Ergo Munich, Germany	$26.9M	-$738K	4	4.99%	Reduced
522	Bridgewater Associates Westport, Connecticut	$26.9M	+$10.6M	6	0.32%	Increased
523	ESBC E.S. Barr & Co Lexington, Kentucky	$26.8M	-$921K	1	2.65%	Reduced
524	EULAV Asset Management Sarasota, Florida	$26.8M	+$10.6M	3	0.79%	Increased
525	SOAMC Spirit of America Management Corp Syosset, New York	$26.5M	+$375K	4	7.21%	Increased