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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	RHJA Rice Hall James & Associates San Diego, California	$19.8M	-$3.61M	4	0.78%	Reduced
527	BWCA Brenner West Capital Advisors New York	$19.8M	+$19.7M	1	2.59%	New
528	GL GLG LLC New York	$19.7M	+$2.4M	5	1.41%	Increased
529	SM SLS Management New York	$19.7M	$0	1	27.54%	Maintained
530	RIM Ranger Investment Management Dallas, Texas	$19.7M	-$1M	1	1.45%	Reduced
531	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$19.7M	+$1.33M	6	0.17%	Increased
532	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$19.5M	-$147K	1	2.56%	Reduced
533	PJC Pelorus Jack Capital San Francisco, California	$19.5M	+$19.7M	2	2.61%	New
534	Johnson Investment Counsel Cincinnati, Ohio	$19.5M	-$1.53M	5	0.49%	Reduced
535	CHAM Clear Harbor Asset Management Stamford, Connecticut	$19.5M	-$261K	1	3.66%	Reduced
536	CGM Capital Growth Management Boston, Massachusetts	$19.4M	+$19.6M	1	0.8%	New
537	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.1M	-$135K	1	3.8%	Reduced
538	TAM Tiverton Asset Management Wilimington, Delaware	$19.1M	+$2.54M	10	1.2%	Increased
539	SCP Sandhill Capital Partners Buffalo, New York	$19.1M	+$139K	1	3.39%	Increased
540	Ancora Advisors Cleveland, Ohio	$19M	+$2M	5	1.01%	Increased
541	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$19M	-$1.67M	1	2.08%	Reduced
542	PGF Pelham Global Financials London, United Kingdom	$18.9M	+$19.3M	2	14.6%	New
543	TCM Tran Capital Management San Rafael, California	$18.9M	+$19.3M	1	1.8%	New
544	SICM Sustainable Insight Capital Management New York	$18.9M	+$1.55M	2	7.15%	Increased
545	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.7M	-$8.16M	3	1.11%	Reduced
546	Ladenburg Thalmann Financial Services Miami, Florida	$18.4M	+$235K	25	0.18%	Increased
547	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18.4M	-$9.09M	9	0.7%	Reduced
548	FIM Frontier Investment Management Dallas, Texas	$18.4M	+$159K	4	1.54%	Increased
549	CC ClearArc Capital Cincinnati, Ohio	$18.4M	+$1.79M	6	2.49%	Increased
550	2L 22NW LP Seattle, Washington	$18.3M	+$89K	1	9.01%	Increased