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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
551	Mirae Asset Global Investments Seoul, South Korea	$12.4M	+$2.72M	6	0.52%	Increased
552	DCM Destrier Capital Management New York	$12.3M	+$12.4M	1	8.15%	New
553	WSA Wall Street Associates Lajolla, California	$12.3M	+$6.59M	3	1%	Increased
554	Profund Advisors Bethesda, Maryland	$12.2M	+$1.85M	12	0.55%	Increased
555	Brandywine Global Investment Management Philadelphia, Pennsylvania	$12.1M	-$1.24M	4	0.11%	Reduced
556	Associated Banc-Corp Green Bay, Wisconsin	$12.1M	+$549K	1	0.87%	Increased
557	ZA Zweig Advisers Hartford, Connecticut	$12M	+$639K	1	1.65%	Increased
558	QAM Quentec Asset Management New York	$11.9M	+$6.39M	1	3.54%	Increased
559	Fiduciary Trust Boston, Massachusetts	$11.9M	+$269K	3	0.53%	Increased
560	OI Oakbrook Investments Lisle, Illinois	$11.7M	+$6.98M	3	0.32%	Increased
561	GIM Groesbeck Investment Management Paramus, New Jersey	$11.6M	-$761K	3	4.81%	Reduced
562	KMC Kirr Marbach & Co Columbus, Indiana	$11.6M	-$1.56M	1	2.1%	Reduced
563	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.6M	+$10.9M	10	0.55%	New
564	LPL Financial San Diego, California	$11.5M	+$526K	8	0.07%	Increased
565	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$219K	1	1.78%	Increased
566	AHC Adams Hill Capital Westport, Connecticut	$11.4M	+$10.7M	1	5.25%	New
567	PRC Platte River Capital Denver, Colorado	$11.4M	+$5.31K	4	1.46%	Increased
568	CL CSS LLC Chicago, Illinois	$11.3M	+$10.7M	4	0.54%	New
569	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.2M	-$180K	1	2.98%	Reduced
570	RRC Red Rocks Capital Denver, Colorado	$11.2M	-$27.2M	1	3.5%	Reduced
571	LMF LMR Master Fund Grand Cayman, Cayman Islands	$11.2M	-$1.51M	4	1.16%	Reduced
572	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$11.2M	-$849K	4	1.15%	Reduced
573	Aristotle Capital Management Los Angeles, California	$11.1M	+$5.21M	2	0.18%	Increased
574	BPCM Beach Point Capital Management Santa Monica, California	$11.1M	-$3.14M	1	2.73%	Reduced
575	Parallax Volatility Advisers San Francisco, California	$11.1M	+$7.14M	10	0.05%	Increased