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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	B BP London, United Kingdom	$12.4M	$0	3	0.51%	Maintained
552	NAM Nichols Asset Management Sudbury, Massachusetts	$12.3M	-$31.5K	1	2.68%	Reduced
553	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	-$2.49M	16	0.11%	Reduced
554	PAM PineView Asset Management Greenwich, Connecticut	$12.2M	+$11.3M	1	3.25%	New
555	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.1M	+$156K	1	1.58%	Increased
556	RC Raine Capital New York	$12.1M	+$11.7M	1	10.09%	New
557	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$12.1M	+$176K	3	0.38%	Increased
558	O'Shaughnessy Asset Management Stamford, Connecticut	$12.1M	+$4.96M	8	0.3%	Increased
559	NCGI Next Century Growth Investors Plymouth, Minnesota	$12.1M	+$11.7M	1	0.52%	New
560	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.9M	+$11.7M	5	0.15%	New
561	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.9M	-$1.21M	1	2.7%	Reduced
562	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.8M	+$362K	10	0.37%	Increased
563	LCP LeVasseur Capital Partners Newport Beach, California	$11.8M	-$6.93M	1	14.22%	Reduced
564	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$11.8M	-$7.79M	5	0.11%	Reduced
565	PWAM Park West Asset Management San Francisco, California	$11.7M	-$2.81M	1	1.27%	Reduced
566	Whale Rock Capital Management Boston, Massachusetts	$11.7M	-$4.72K	1	0.97%	Reduced
567	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$11.7M	+$849K	1	4.37%	Increased
568	Westwood Holdings Group Dallas, Texas	$11.6M	+$350K	2	0.1%	Increased
569	GCP GSA Capital Partners London, United Kingdom	$11.6M	+$4.93M	12	0.57%	Increased
570	BOK Financial Tulsa, Oklahoma	$11.5M	-$46.3M	5	0.42%	Reduced
571	Handelsbanken Fonder Stockholm, Sweden	$11.5M	+$11.3M	6	0.22%	New
572	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$11.5M	+$11.2M	1	7.24%	New
573	D.A. Davidson & Co Great Falls, Montana	$11.4M	-$589K	11	0.37%	Reduced
574	Första AP-fonden Stockholm, Sweden	$11.4M	+$11.8M	2	0.36%	New
575	GAI General American Investors New York	$11.4M	$0	1	1.05%	Maintained