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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	WCM Investment Management Laguna Beach, California	$31M	+$312K	2	0.11%	Increased
527	Hood River Capital Management Palm Beach Gardens, Florida	$30.9M	+$852K	2	1.18%	Increased
528	E Ergoteles New York	$30.9M	-$5.61M	9	1.09%	Reduced
529	SLC Snow Lake Capital Central, Hong Kong	$30.7M	+$29.3M	1	14.79%	New
530	Ancora Advisors Cleveland, Ohio	$30M	+$105K	12	0.93%	Increased
531	Vontobel Holding Zurich, Switzerland	$29.7M	-$16.8M	11	0.35%	Reduced
532	GA GRS Advisors Chicago, Illinois	$29.6M	+$16.1M	3	9%	Increased
533	Czech National Bank Prague, Czech Republic	$29.6M	+$34.3M	7	0.84%	New
534	MAI Capital Management Independence, Ohio	$29.5M	+$978K	7	0.55%	Increased
535	OP Oldfield Partners London, United Kingdom	$29.4M	-$6.84M	2	5.83%	Reduced
536	KS Karpas Strategies Litchfield, Connecticut	$29.4M	+$440	1	11.16%	Increased
537	Heritage Wealth Advisors Richmond, Virginia	$29M	+$2.06M	3	2.11%	Increased
538	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$28.9M	$0	1	2.72%	Maintained
539	PFC Phocas Financial Corp Alameda, California	$28.9M	+$2.27M	7	4.48%	Increased
540	ACM Argent Capital Management St Louis, Missouri	$28.9M	+$122K	1	1.13%	Increased
541	ING Group Amsterdam, Netherlands	$28.8M	-$10.3M	5	0.48%	Reduced
542	CC Conversant Capital Summit, New Jersey	$28.8M	$0	1	6.85%	Maintained
543	Tidal Investments Milwaukee, Wisconsin	$28.8M	+$1.63M	11	1.2%	Increased
544	Gateway Investment Advisers Cincinnati, Ohio	$28.8M	-$447K	5	0.36%	Reduced
545	AIA Group Hong Kong	$28.7M	-$4.17M	4	1.88%	Reduced
546	Locust Wood Capital Advisers New York	$28.4M	+$2.23M	1	1.96%	Increased
547	Dana Investment Advisors Waukesha, Wisconsin	$28.3M	-$2.68M	5	1.6%	Reduced
548	Parallax Volatility Advisers San Francisco, California	$28.2M	+$25.4M	10	0.04%	Increased
549	Cooperman Leon G	$28.2M	+$5.39M	1	1.98%	Increased
550	ICM Invenomic Capital Management Boston, Massachusetts	$28M	-$789K	1	2.41%	Reduced