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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
526	Zacks Investment Management Chicago, Illinois	$13.4M	+$1.53M	4	0.53%	Increased
527	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.3M	+$19.6K	9	0.22%	Increased
528	GH Green Holdings Hamilton, Bermuda	$13.3M	+$12.5M	1	3.79%	New
529	KA KLCM Advisors Milwaukee, Wisconsin	$13.3M	-$1.2M	2	3.63%	Reduced
530	HSS Harrison Street Securities Chicago, Illinois	$13.2M	+$5.99M	2	6.73%	Increased
531	Royal London Asset Management United Kingdom	$13.2M	-$647K	5	0.33%	Reduced
532	LCP LeVasseur Capital Partners Newport Beach, California	$13.2M	+$12.3M	1	16.53%	New
533	Regions Financial Corp Birmingham, Alabama	$13.1M	-$2.62M	4	0.16%	Reduced
534	UBS O'Connor Chicago, Illinois	$13M	+$2.56M	2	0.24%	Increased
535	HR Howe & Rusling Rochester, New York	$13M	+$5.59M	4	3.27%	Increased
536	Martingale Asset Management Boston, Massachusetts	$12.9M	+$7.19M	4	0.45%	Increased
537	BPBT Boston Private Bank & Trust Boston, Massachusetts	$12.9M	+$291K	8	0.64%	Increased
538	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$12.8M	-$3.02M	4	0.82%	Reduced
539	Anchor Capital Advisors Boston, Massachusetts	$12.8M	-$459K	2	0.25%	Reduced
540	TIP Torray Investment Partners Bethesda, Maryland	$12.7M	-$1.98M	1	2.64%	Reduced
541	ZDA Zweig-DiMenna Associates New York	$12.7M	-$32M	1	0.47%	Reduced
542	KB Kimelman & Baird New York	$12.6M	-$7.19M	2	2.42%	Reduced
543	REMS Real Estate Management Services	$12.6M	-$566K	1	2.87%	Reduced
544	PIM Partner Investment Management San Francisco, California	$12.6M	-$6.77M	1	2.86%	Reduced
545	AAC Asset Advisors Corp Augusta, Georgia	$12.6M	+$881K	1	3%	Increased
546	FIG Fortress Investment Group New York	$12.5M	-$5.7M	2	0.19%	Reduced
547	Eastern Bank Boston, Massachusetts	$12.5M	+$685K	1	1.06%	Increased
548	Moore Capital Management New York	$12.5M	+$5.86M	1	0.2%	Increased
549	Polar Asset Management Partners Toronto, Ontario, Canada	$12.5M	-$292K	1	0.53%	Reduced
550	GIM Goelzer Investment Management Carmel, Indiana	$12.4M	+$6.32M	2	2.25%	Increased