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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	UBS O'Connor Chicago, Illinois	$14.1M	-$14.3M	3	0.14%	Reduced
552	Oregon Public Employees Retirement Fund Tigard, Oregon	$14M	-$2.17M	8	0.33%	Reduced
553	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$14M	+$7.58M	3	0.53%	Increased
554	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13.9M	+$2.83M	1	3.26%	Increased
555	SOAMC Spirit of America Management Corp Syosset, New York	$13.9M	+$555K	5	2.93%	Increased
556	Mirae Asset Global Investments Seoul, South Korea	$13.8M	+$2.3M	6	0.47%	Increased
557	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$13.8M	-$516K	1	1.7%	Reduced
558	TI Tyrian Investments New York	$13.8M	-$31.4M	1	2.81%	Reduced
559	Avalon Investment & Advisory Houston, Texas	$13.7M	+$217K	1	0.6%	Increased
560	ACM Anandar Capital Management New York	$13.6M	+$7.16M	1	3.41%	Increased
561	KAM Keeley Asset Management Chicago, Illinois	$13.5M	-$6.92M	1	0.28%	Reduced
562	CIM Calvert Investment Management Bethesda, Maryland	$13.5M	+$772K	2	0.87%	Increased
563	KAM Knightsbridge Asset Management Newport Beach, California	$13.5M	-$4.98M	1	6.62%	Reduced
564	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$13.5M	+$7.59M	3	1.35%	Increased
565	SW SVB Wealth Boston, Massachusetts	$13.4M	-$2.35M	5	0.43%	Reduced
566	NLCM Neon Liberty Capital Management New York	$13.4M	$0	1	15.04%	Maintained
567	VAM Visium Asset Management New York	$13.4M	+$6.24M	5	0.2%	Increased
568	TCGI Three Corner Global Investors New York	$13.4M	$0	1	6.82%	Maintained
569	Ladenburg Thalmann Financial Services Miami, Florida	$13.3M	+$3.49M	18	0.26%	Increased
570	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$13.2M	-$1.03M	1	3.31%	Reduced
571	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$13.1M	+$9.26M	6	1.11%	Increased
572	Jacobs Levy Equity Management Florham Park, New Jersey	$13.1M	-$9.02M	3	0.22%	Reduced
573	Cubist Systematic Strategies Stamford, Connecticut	$13.1M	+$4.25M	13	0.64%	Increased
574	BSPF British Steel Pension Fund London, United Kingdom	$13M	$0	1	1.26%	Maintained
575	MTC McDaniel Terry & Co Austin, Texas	$13M	+$157K	1	3.18%	Increased