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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	JAM JLP Asset Management New York	$31.9M	+$3.7M	2	21.31%	Increased
527	ZIG Zuckerman Investment Group Chicago, Illinois	$31.9M	+$103K	1	5.04%	Increased
528	LGT Group Foundation Vaduz, Liechtenstein	$31.8M	+$5.29M	4	0.99%	Increased
529	WCM Investment Management Laguna Beach, California	$31.6M	-$7.12M	2	0.11%	Reduced
530	Hantz Financial Services Southfield, Michigan	$31.6M	+$6.04M	9	0.95%	Increased
531	Penserra Capital Management Orinda, California	$31.2M	+$2.77M	19	0.69%	Increased
532	Vestcor Inc Fredericton, New Brunswick, Canada	$31.1M	+$9.76M	11	1.14%	Increased
533	Putnam Investments Boston, Massachusetts	$31.1M	+$4.67M	8	0.05%	Increased
534	Axiom Investors Greenwich, Connecticut	$31.1M	+$60.3K	1	0.61%	Increased
535	Scout Investments Kansas City, Missouri	$31M	-$29.2M	3	0.63%	Reduced
536	Erste Asset Management Vienna, Austria	$31M	+$2.24M	5	0.65%	Increased
537	GIC GFI Investment Counsel Toronto, Ontario, Canada	$30.9M	-$1.75M	1	5.21%	Reduced
538	FAS Formuepleje A/S Aarhus C, Denmark	$30.8M	-$11M	1	2.6%	Reduced
539	Kestra Advisory Services Austin, Texas	$30.7M	+$14.5M	11	0.27%	Increased
540	Crossmark Global Holdings Houston, Texas	$30.5M	+$2.45M	14	0.76%	Increased
541	Aristotle Atlantic Partners Sarasota, Florida	$30.3M	+$571K	1	1.7%	Increased
542	Maryland State Retirement & Pension System Baltimore, Maryland	$30.2M	+$11.6M	13	0.88%	Increased
543	BL BWCP LP Dallas, Texas	$30M	+$1.94M	1	13.26%	Increased
544	AE Wealth Management Topeka, Kansas	$30M	+$3.45M	13	0.22%	Increased
545	Tudor Investment Corp Stamford, Connecticut	$29.9M	-$18.4M	14	0.59%	Reduced
546	Kennedy Capital Management St Louis, Missouri	$29.8M	-$19.4M	6	0.84%	Reduced
547	Tidal Investments Milwaukee, Wisconsin	$29.7M	+$7.08M	13	1.14%	Increased
548	GLCM Greenlea Lane Capital Management Weston, Connecticut	$29.7M	-$4.8M	1	14.13%	Reduced
549	RCW Rheos Capital Works Tokyo, Japan	$29.7M	-$5.08M	3	1.78%	Reduced
550	HCM Hahn Capital Management Walnut Creek, California	$29.6M	-$576K	2	7.8%	Reduced