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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	MC Martin Currie Edinburgh, United Kingdom	$15.3M	-$323K	1	1.38%	Reduced
527	RA RiverPark Advisors New York	$15.3M	+$9.1M	1	3.32%	Increased
528	RCM Riverpark Capital Management New York	$15.3M	+$7.34M	1	3.56%	Increased
529	AACA American Assets Capital Advisers San Diego, California	$15.2M	+$675K	3	9.93%	Increased
530	ING Group Amsterdam, Netherlands	$15M	-$6.19M	4	0.18%	Reduced
531	WIC Willis Investment Counsel Gainesville, Georgia	$15M	-$623K	2	1.2%	Reduced
532	PFM Parsec Financial Management Asheville, North Carolina	$15M	-$387K	1	1.35%	Reduced
533	Moore Capital Management New York	$15M	-$45.4M	2	0.51%	Reduced
534	Highbridge Capital Management New York	$14.9M	+$2.35M	5	0.24%	Increased
535	Capital Fund Management (CFM) Paris, France	$14.9M	-$10.4M	5	0.14%	Reduced
536	KMC Kirr Marbach & Co Columbus, Indiana	$14.9M	-$150K	1	2.97%	Reduced
537	Perpetual Ltd Sydney, New South Wales, Australia	$14.9M	+$3.62M	2	1.22%	Increased
538	BIM Barton Investment Management West Conshohocken, Pennsylvania	$14.8M	+$152K	1	5%	Increased
539	DIA Denver Investment Advisors Denver, Colorado	$14.8M	-$4.56M	4	0.65%	Reduced
540	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$14.5M	-$3.74M	1	0.94%	Reduced
541	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$14.5M	+$3M	9	0.52%	Increased
542	UM Ulysses Management New York	$14.5M	-$2.35M	1	1.69%	Reduced
543	AC Asturias Capital New York	$14.5M	+$15.2M	1	4.52%	New
544	SAM Steinberg Asset Management New York	$14.5M	-$680K	1	3.9%	Reduced
545	Cookson Peirce & Co Pittsburgh, Pennsylvania	$14.3M	+$14.2M	4	2.02%	New
546	Copeland Capital Management Conshohocken, Pennsylvania	$14.3M	+$4.36M	2	0.92%	Increased
547	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$14.3M	+$106K	5	0.42%	Increased
548	SC Skylands Capital Milwaukee, Wisconsin	$14.2M	+$2.79M	1	2.23%	Increased
549	SCP Sandhill Capital Partners Buffalo, New York	$14.2M	-$12K	1	4.26%	Reduced
550	CCM Century Capital Management Boston, Massachusetts	$14.1M	-$5.76M	2	1.74%	Reduced