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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	WI Wafra Inc New York	$20M	+$9.87M	1	0.66%	Increased
552	B BP London, United Kingdom	$20M	+$5.05M	8	0.74%	Increased
553	NPIC Neumeier Poma Investment Counsel Carmel, California	$19.8M	+$37.5K	1	1.65%	Increased
554	MNBTD Moody National Bank Trust Division Galveston, Texas	$19.7M	+$4.5K	3	0.55%	Increased
555	Cornerstone Investment Partners Atlanta, Georgia	$19.7M	+$2.05M	1	0.87%	Increased
556	Cambridge Investment Research Advisors Fairfield, Iowa	$19.5M	+$2.69M	13	0.17%	Increased
557	Oppenheimer & Co New York	$19.5M	-$3.74M	11	0.53%	Reduced
558	Alpha Cubed Investments Irvine, California	$19.4M	+$1.53M	2	2.26%	Increased
559	Brinker Capital Berwyn, Pennsylvania	$19.3M	-$493K	8	0.66%	Reduced
560	DA Denali Advisors San Diego, California	$19.2M	+$643K	2	2.69%	Increased
561	Polar Asset Management Partners Toronto, Ontario, Canada	$19.1M	-$31.5M	2	0.34%	Reduced
562	ANI American National Insurance Galveston, Texas	$19M	$0	3	1.01%	Maintained
563	Tocqueville Asset Management New York	$18.9M	-$1.04M	5	0.26%	Reduced
564	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$18.8M	$0	5	3.37%	Maintained
565	MC Martin Currie Edinburgh, United Kingdom	$18.8M	+$6.24M	3	1.2%	Increased
566	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18.8M	+$3.66M	7	0.14%	Increased
567	Adams Diversified Equity Fund Baltimore, Maryland	$18.7M	-$2.49M	1	1%	Reduced
568	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18.5M	-$787K	10	0.84%	Reduced
569	WCP Waterfront Capital Partners New York	$18.5M	-$6.23M	1	2.86%	Reduced
570	FFA First Foundation Advisors Irvine, California	$18.5M	+$249K	1	0.99%	Increased
571	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$18.3M	+$967K	13	0.33%	Increased
572	Ameritas Investment Partners Lincoln, Nebraska	$18.3M	+$521K	18	0.84%	Increased
573	KC Kepos Capital New York	$18.2M	+$19.1M	2	1.8%	New
574	Emerald Advisers Leola, Pennsylvania	$18.2M	-$1.75M	2	0.85%	Reduced
575	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$18.1M	-$155K	2	2.13%	Reduced