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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	R.H. Bluestein & Co Birmingham, Michigan	$31.2M	+$793K	4	1.39%	Increased
527	DFO Duquesne Family Office New York	$31.2M	+$15.7M	1	0.84%	Increased
528	HRT Financial New York	$31.1M	+$2.82M	13	0.63%	Increased
529	Sabal Trust St. Petersburg, Florida	$30.9M	-$142K	1	2.49%	Reduced
530	MUFG Securities (Canada) New York	$30.8M	+$27.9M	1	4.3%	New
531	NS Partners London, United Kingdom	$30.8M	+$3.86M	2	1.8%	Increased
532	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$30.5M	$0	1	20.39%	Maintained
533	Signature Estate & Investment Advisors Los Angeles, California	$30.3M	+$1.23M	1	1.64%	Increased
534	YCMGA York Capital Management Global Advisors New York	$30.2M	+$4.73M	2	2.97%	Increased
535	RCM Ratan Capital Management Miami Beach, Florida	$30.1M	+$4.45M	1	3.51%	Increased
536	MIM Manitou Investment Management Toronto, Ontario, Canada	$29.8M	+$1.9M	1	6.41%	Increased
537	ICOM Investment Counselors of Maryland Baltimore, Maryland	$29.7M	+$780K	3	0.95%	Increased
538	Point72 Hong Kong Hong Kong	$29.6M	+$980K	11	1.34%	Increased
539	Quadrature Capital London, United Kingdom	$29.5M	+$18.9M	13	1.44%	Increased
540	Dana Investment Advisors Waukesha, Wisconsin	$29.5M	-$1.24M	3	1.46%	Reduced
541	SVB Wealth Boston, Massachusetts	$29.4M	+$3.92M	8	0.43%	Increased
542	Kestra Advisory Services Austin, Texas	$29.3M	+$6.02M	6	0.34%	Increased
543	BPIM Brant Point Investment Management New York	$29.2M	+$10.1M	6	3.46%	Increased
544	Osterweis Capital Management San Francisco, California	$29.2M	-$583K	1	1.74%	Reduced
545	Adams Diversified Equity Fund Baltimore, Maryland	$29M	+$2.46M	2	1.31%	Increased
546	Cannell & Co New York	$29M	-$1.5M	2	0.96%	Reduced
547	Steward Partners Investment Advisory New York	$29M	+$1.44M	22	0.63%	Increased
548	Taikang Asset Management (HK) Hong Kong	$28.9M	-$7.41M	3	4.26%	Reduced
549	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$28.9M	+$2.54M	6	0.77%	Increased
550	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$28.9M	+$2.97M	14	0.84%	Increased