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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	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$15.3M	-$2.23M	1	0.95%	Reduced
527	GIM Greystone Investment Management Cincinnati, Ohio	$15.2M	-$909K	1	6.87%	Reduced
528	Stephens Inc Little Rock, Arkansas	$15.2M	+$647K	4	0.68%	Increased
529	HBK Investments Dallas, Texas	$15.1M	-$1.55M	8	0.11%	Reduced
530	Driehaus Capital Management Chicago, Illinois	$15.1M	+$617K	5	0.54%	Increased
531	MTC McDaniel Terry & Co Austin, Texas	$15.1M	-$71.4K	1	3.39%	Reduced
532	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$15.1M	+$344K	5	0.17%	Increased
533	DILH Dai-ichi Life Holdings Tokyo, Japan	$15M	+$605K	8	0.45%	Increased
534	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.9M	+$10.8M	4	0.39%	Increased
535	Livforsakringsbolaget Skandia Stockholm, Sweden	$14.8M	+$1.22M	7	0.66%	Increased
536	LCP LGT Capital Partners Pfaeffikon, Switzerland	$14.7M	-$144K	1	2.55%	Reduced
537	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.7M	-$1.9M	1	3.18%	Reduced
538	BOK Financial Tulsa, Oklahoma	$14.6M	+$767K	7	0.52%	Increased
539	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$14.6M	+$1.27M	5	0.16%	Increased
540	PFM Parsec Financial Management Asheville, North Carolina	$14.5M	-$705K	1	1.39%	Reduced
541	ACM Argent Capital Management St Louis, Missouri	$14.5M	+$147K	4	0.65%	Increased
542	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$14.4M	$0	1	9%	Maintained
543	SCM SkyTop Capital Management Rutherford, New Jersey	$14.4M	-$6.98M	2	12.47%	Reduced
544	Squarepoint New York	$14.4M	+$11.3M	7	0.9%	Increased
545	AQR Arbitrage Greenwich, Connecticut	$14.2M	+$3.19M	1	0.15%	Increased
546	MC Martin Currie Edinburgh, United Kingdom	$14.2M	-$712K	1	1.37%	Reduced
547	SOAMC Spirit of America Management Corp Syosset, New York	$14.2M	+$472K	4	2.07%	Increased
548	GCP GSA Capital Partners London, United Kingdom	$14.1M	+$6.47M	11	0.78%	Increased
549	HCS Harvest Capital Strategies San Francisco, California	$14.1M	-$2.75M	2	1.98%	Reduced
550	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$14.1M	+$1.26M	2	1.66%	Increased