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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	Anchor Capital Advisors Boston, Massachusetts	$21.2M	-$1.25M	3	0.63%	Reduced
527	Crawford Investment Counsel Atlanta, Georgia	$21.1M	+$5.15M	4	0.71%	Increased
528	Brinker Capital Berwyn, Pennsylvania	$21M	+$884K	13	0.84%	Increased
529	MP Marlowe Partners New York	$21M	+$9.35M	2	14.2%	Increased
530	DG DigitalBridge Group Boca Raton, Florida	$20.9M	+$13.3M	3	24.25%	Increased
531	ICP Indus Capital Partners New York	$20.8M	+$9.82M	1	3.51%	Increased
532	Steward Partners Investment Advisory New York	$20.6M	+$2.03M	18	0.76%	Increased
533	Kovitz Investment Group Partners Chicago, Illinois	$20.6M	-$1M	3	0.74%	Reduced
534	Hotchkis & Wiley Capital Management Los Angeles, California	$20.6M	-$114M	4	0.12%	Reduced
535	AssetMark Inc Concord, California	$20.5M	-$28.7M	13	0.17%	Reduced
536	Synovus Financial Columbus, Georgia	$20.2M	+$7.56M	17	0.28%	Increased
537	Becker Capital Management Portland, Oregon	$20.2M	+$153K	3	1.23%	Increased
538	Crossmark Global Holdings Houston, Texas	$20M	-$6.7M	15	0.72%	Reduced
539	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$20M	$0	4	0.84%	Maintained
540	ACM Argent Capital Management St Louis, Missouri	$19.9M	-$1.97M	3	0.94%	Reduced
541	MNBTD Moody National Bank Trust Division Galveston, Texas	$19.6M	+$2.19M	3	0.69%	Increased
542	RIM Ranger Investment Management Dallas, Texas	$19.6M	-$798K	1	1.73%	Reduced
543	Moore Capital Management New York	$19.5M	-$13.9M	1	0.81%	Reduced
544	TIAA FSB Jacksonville, Florida	$19.5M	-$3.37M	3	0.11%	Reduced
545	MIM Manitou Investment Management Toronto, Ontario, Canada	$19.4M	+$266K	1	5.8%	Increased
546	Norinchukin Bank Tokyo, Japan	$19.4M	-$7M	6	0.38%	Reduced
547	Vident Investment Advisory Alpharetta, Georgia	$19.4M	+$3.03M	8	1.27%	Increased
548	CM Cartica Management Washington, District of Columbia	$19.3M	+$18.6M	1	15.78%	New
549	Kennedy Capital Management St Louis, Missouri	$19.3M	-$70.9K	4	0.71%	Reduced
550	Assenagon Asset Management Senningerberg, Luxembourg	$19.3M	-$35.7M	5	0.15%	Reduced