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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	Stephens Inc Little Rock, Arkansas	$22.4M	-$4.07M	8	0.49%	Reduced
527	GGHC Gilder Gagnon Howe & Co New York	$22.4M	-$422K	2	0.26%	Reduced
528	MAA Matrix Asset Advisors White Plains, New York	$22.4M	-$171K	1	3.96%	Reduced
529	Cullen/Frost Bankers San Antonio, Texas	$22.3M	-$838K	8	0.66%	Reduced
530	RCM Riverhead Capital Management Wilmington, Delaware	$22.2M	+$375K	17	0.82%	Increased
531	Anchor Capital Advisors Boston, Massachusetts	$22.1M	-$618K	3	0.8%	Reduced
532	SOAMC Spirit of America Management Corp Syosset, New York	$22.1M	-$261K	4	3.58%	Reduced
533	QIM Quantitative Investment Management Charlottesville, Virginia	$22.1M	-$8.95M	8	1.18%	Reduced
534	Allstate Corporation Northbrook, Illinois	$22M	-$1.18M	6	0.38%	Reduced
535	Pendal Group Sydney, Australia	$21.9M	-$316K	8	0.28%	Reduced
536	AAM Azzad Asset Management Falls Church, Virginia	$21.6M	+$10.6M	8	2.67%	Increased
537	MTC McDaniel Terry & Co Austin, Texas	$21.5M	-$315K	1	3.45%	Reduced
538	LCM LVM Capital Management Portage, Michigan	$21.4M	+$172K	1	4.55%	Increased
539	Oppenheimer Asset Management New York	$21.4M	-$1.83M	18	0.48%	Reduced
540	AQR Arbitrage Greenwich, Connecticut	$21.3M	-$7.47M	2	0.31%	Reduced
541	MCM Matarin Capital Management New York	$21.3M	-$1.73M	2	1.61%	Reduced
542	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.2M	-$237K	1	2.2%	Reduced
543	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$20.9M	+$623K	2	0.6%	Increased
544	IP Interval Partners New York	$20.8M	+$5.98M	1	0.81%	Increased
545	Robeco Schweiz Zurich, Switzerland	$20.7M	-$4.64M	1	0.89%	Reduced
546	Personal Capital Advisors Redwood City, California	$20.5M	-$41.1K	2	0.2%	Reduced
547	AAM ACK Asset Management Greenwich, Connecticut	$20.5M	+$20.7M	1	5.77%	New
548	MP Marlowe Partners New York	$20.5M	-$9.78M	1	11.19%	Reduced
549	ACM Atlanta Capital Management Atlanta, Georgia	$20.3M	-$239K	1	0.09%	Reduced
550	SCCM Schafer Cullen Capital Management New York	$20.3M	-$1.32M	1	0.24%	Reduced