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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	GLCM Greenlea Lane Capital Management Weston, Connecticut	$35.9M	+$265K	1	13.06%	Increased
502	Xponance Philadelphia, Pennsylvania	$35.8M	+$4.12M	12	0.69%	Increased
503	WA WFM Asia Road Town, Tortola, British Virgin Islands	$35.8M	-$31.5M	1	4.09%	Reduced
504	Illinois Municipal Retirement Fund Oak Brook, Illinois	$35.5M	+$11M	10	0.87%	Increased
505	TCM Tributary Capital Management Omaha, Nebraska	$35.3M	-$2.02M	2	3.7%	Reduced
506	RHBC R.H. Bluestein & Co Birmingham, Michigan	$35.2M	+$11M	3	2.19%	Increased
507	DCM Dupont Capital Management Wilmington, Delaware	$34.9M	+$1.87M	15	2.07%	Increased
508	IFM Investors Melbourne, Australia	$34.8M	+$712K	7	0.63%	Increased
509	AAM ACK Asset Management Greenwich, Connecticut	$34.6M	+$3.43M	1	9.18%	Increased
510	Advisors Capital Management Ridgewood, New Jersey	$34.6M	+$2.86M	5	0.92%	Increased
511	TC TwinBeech Capital Purchase, New York	$34.5M	+$8.59M	5	0.91%	Increased
512	SCM Sandler Capital Management New York	$34.5M	-$245K	2	4.81%	Reduced
513	Brinker Capital Investments Berwyn, Pennsylvania	$34.3M	-$1M	13	0.71%	Reduced
514	RCW Rheos Capital Works Tokyo, Japan	$33.8M	$0	4	2.28%	Maintained
515	LBIM Land & Buildings Investment Management Stamford, Connecticut	$33.8M	+$41.2M	1	7.43%	New
516	PS Presima Securities Montreal, Quebec, Canada	$33.6M	+$15.4M	2	9.98%	Increased
517	CCM Cinctive Capital Management New York	$33.4M	+$12M	6	1.4%	Increased
518	PR Payden & Rygel Los Angeles, California	$32.9M	-$2.94M	4	1.92%	Reduced
519	Obermeyer Wealth Partners Aspen, Colorado	$32.7M	-$1.28M	3	2.65%	Reduced
520	Allstate Corporation Northbrook, Illinois	$32.4M	+$11.7M	6	0.93%	Increased
521	Baillie Gifford & Co Edinburgh, United Kingdom	$32.2M	-$44.5M	3	0.03%	Reduced
522	AHC Adell Harriman & Carpenter Houston, Texas	$32.1M	+$3.99M	5	3.9%	Increased
523	Stonegate Investment Group Birmingham, Alabama	$31.7M	+$242K	4	1.45%	Increased
524	Steward Partners Investment Advisory New York	$31.6M	-$1.33M	21	0.59%	Reduced
525	Assenagon Asset Management Senningerberg, Luxembourg	$31.5M	-$36.9M	13	0.12%	Reduced