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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	Personal Capital Advisors Redwood City, California	$20.6M	+$172K	2	0.23%	Increased
527	IA Icon Advisers Greenwood Village, Colorado	$20.6M	+$3.02M	3	2.07%	Increased
528	SRAM Stone Ridge Asset Management New York	$20.5M	+$10.5M	9	1.17%	Increased
529	MTC McDaniel Terry & Co Austin, Texas	$20.4M	-$151K	1	3.5%	Reduced
530	Oppenheimer Asset Management New York	$20.4M	+$493K	19	0.46%	Increased
531	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	-$304K	1	2.27%	Reduced
532	Mirae Asset Global Investments Seoul, South Korea	$20.3M	-$9.04M	12	0.15%	Reduced
533	MCM Matarin Capital Management New York	$20.3M	+$4.03M	2	1.48%	Increased
534	KTA Keeley-Teton Advisors Chicago, Illinois	$20.3M	+$223K	4	1.81%	Increased
535	Pacer Advisors Malvern, Pennsylvania	$20M	+$15.5M	10	0.56%	Increased
536	LM Luminus Management Houston, Texas	$20M	-$16.7M	1	0.43%	Reduced
537	LCS Levin Capital Strategies New York	$20M	-$164M	3	2.24%	Reduced
538	Trillium Asset Management Boston, Massachusetts	$20M	-$3.91M	2	1.01%	Reduced
539	Första AP-fonden Stockholm, Sweden	$19.9M	+$824K	7	0.88%	Increased
540	Emerald Advisers Leola, Pennsylvania	$19.9M	-$402K	2	0.81%	Reduced
541	AFG American Financial Group Cincinnati, Ohio	$19.9M	$0	1	1.75%	Maintained
542	Nippon Life Global Investors Americas New York	$19.6M	+$3.74M	2	1.58%	Increased
543	Anchor Capital Advisors Boston, Massachusetts	$19.6M	+$545K	3	0.41%	Increased
544	WI WBI Investments Red Bank, New Jersey	$19.5M	+$18.5M	2	1.5%	New
545	Tocqueville Asset Management New York	$19.5M	+$4.2M	5	0.26%	Increased
546	LCM LVM Capital Management Portage, Michigan	$19.4M	-$839K	1	4.46%	Reduced
547	CQS Credential Qtrade Securities Vancouver,	$19.3M	+$980K	6	3.58%	Increased
548	Tudor Investment Corp Stamford, Connecticut	$19.2M	-$3.72M	11	0.79%	Reduced
549	VC Vision Capital Toronto, Ontario, Canada	$19M	-$13.3M	1	14.7%	Reduced
550	RA RMR Advisors Newton, Massachusetts	$18.9M	+$1.27M	6	6.84%	Increased