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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	Natixis Paris, France	$14M	-$1.74M	2	0.26%	Reduced
552	GP GLG Partners London, United Kingdom	$13.9M	+$13.1M	3	0.42%	Increased
553	Westwood Holdings Group Dallas, Texas	$13.8M	-$2.69M	2	0.12%	Reduced
554	WIC Willis Investment Counsel Gainesville, Georgia	$13.6M	-$487K	2	1.16%	Reduced
555	EI EAM Investors Solana Beach, California	$13.6M	-$1.66M	6	2.04%	Reduced
556	SCA Summit Creek Advisors Minneapolis, Minnesota	$13.4M	+$12.9M	1	2.28%	New
557	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$13.4M	-$374K	1	3.24%	Reduced
558	FI Fosun International Hong Kong, China	$13.4M	$0	1	1.29%	Maintained
559	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$13.3M	-$424K	5	0.39%	Reduced
560	CHAM Clear Harbor Asset Management Stamford, Connecticut	$13.3M	+$884K	1	2.89%	Increased
561	Artemis Investment Management Edinburgh, United Kingdom	$13.2M	-$3.76M	1	0.36%	Reduced
562	Highbridge Capital Management New York	$13.2M	+$1.67M	8	0.21%	Increased
563	SAM Steinberg Asset Management New York	$13.2M	-$5.86M	1	3.44%	Reduced
564	GAI General American Investors New York	$13.1M	$0	1	1.36%	Maintained
565	Adams Diversified Equity Fund Baltimore, Maryland	$13.1M	+$765K	3	0.88%	Increased
566	Anchor Capital Advisors Boston, Massachusetts	$13M	-$60.1K	3	0.33%	Reduced
567	Avalon Investment & Advisory Houston, Texas	$12.9M	-$8.49M	1	0.5%	Reduced
568	SCP Sandhill Capital Partners Buffalo, New York	$12.9M	+$287K	1	4.03%	Increased
569	Oppenheimer & Co New York	$12.9M	-$486K	8	0.38%	Reduced
570	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.9M	-$513K	1	1.6%	Reduced
571	SC Skylands Capital Milwaukee, Wisconsin	$12.6M	-$1.78M	1	2.06%	Reduced
572	GS Gagnon Securities New York	$12.5M	-$1.24M	1	5.82%	Reduced
573	KMC Kirr Marbach & Co Columbus, Indiana	$12.5M	-$258K	1	2.67%	Reduced
574	ESBC E.S. Barr & Co Lexington, Kentucky	$12.4M	-$291K	1	1.5%	Reduced
575	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$12.4M	+$3.03M	1	1.65%	Increased