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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	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$35M	+$22.2M	2	0.8%	Increased
502	GCA GSI Capital Advisors Newport Beach, California	$35M	+$5.84M	3	21.15%	Increased
503	Credit Agricole Montrouge Cedex, France	$34.8M	-$14.8M	9	0.72%	Reduced
504	LMR Partners London, United Kingdom	$34.6M	+$1.13M	4	0.6%	Increased
505	Ancora Advisors Cleveland, Ohio	$34.5M	-$487K	12	0.99%	Reduced
506	Advisors Capital Management Ridgewood, New Jersey	$34.4M	+$360K	4	0.93%	Increased
507	AIP ARS Investment Partners New York	$34.3M	-$705K	2	4.56%	Reduced
508	Steward Partners Investment Advisory New York	$34.1M	-$819K	20	0.58%	Reduced
509	Becker Capital Management Portland, Oregon	$34M	-$300K	3	1.58%	Reduced
510	ACM Argent Capital Management St Louis, Missouri	$33.9M	-$141K	1	1.22%	Reduced
511	HRT Financial New York	$33.8M	+$10.4M	18	0.48%	Increased
512	LPAM Legion Partners Asset Management Los Angeles, California	$33.5M	+$26K	1	10.26%	Increased
513	SLC Snow Lake Capital Central, Hong Kong	$33.5M	+$2.8M	1	16.39%	Increased
514	South Dakota Investment Council Sioux Falls, South Dakota	$33.3M	+$3.94M	5	0.74%	Increased
515	E. Ohman J:or Asset Management Stockholm, Sweden	$33.2M	-$6.95M	6	1.45%	Reduced
516	Oregon Public Employees Retirement Fund Tigard, Oregon	$33.2M	-$8.64M	13	0.43%	Reduced
517	CCM Cinctive Capital Management New York	$33.1M	-$1.79M	4	1.62%	Reduced
518	LPC Long Pond Capital New York	$33.1M	+$36.6M	2	2.02%	New
519	VCM V3 Capital Management Dallas, Texas	$32.8M	+$32.3M	1	9.87%	New
520	BPIM Brant Point Investment Management New York	$32.8M	+$3.53M	5	4.83%	Increased
521	HIM HughesLittle Investment Management Vancouver,	$32.8M	-$3.95M	1	9.69%	Reduced
522	Carson Wealth (CWM LLC) Omaha, Nebraska	$32.1M	+$4.57M	30	0.24%	Increased
523	UBV United Bank (Virginia) Vienna, Virginia	$32.1M	+$957K	2	4.5%	Increased
524	Vaughan David Investments Peoria, Illinois	$32M	+$842K	1	0.95%	Increased
525	Dana Investment Advisors Waukesha, Wisconsin	$31.9M	-$773K	5	1.67%	Reduced