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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	Zurich Insurance Group Zurich, Switzerland	$21.9M	-$18.4M	2	0.4%	Reduced
552	FBCM Fort Baker Capital Management Larkspur, California	$21.9M	+$20.7M	1	14.86%	New
553	UBS O'Connor Chicago, Illinois	$21.8M	+$14.9M	4	0.62%	Increased
554	ELI Empire Life Investments Toronto, Ontario, Canada	$21.7M	+$330K	1	1.65%	Increased
555	CA CapWealth Advisors Franklin, Tennessee	$21.7M	-$1.41M	1	2.73%	Reduced
556	Pendal Group Sydney, Australia	$21.6M	-$780K	6	0.28%	Reduced
557	TCM Tygh Capital Management Portland, Oregon	$21.5M	+$8.85M	3	3.56%	Increased
558	SOAMC Spirit of America Management Corp Syosset, New York	$21.5M	+$83.3K	4	3.75%	Increased
559	Alpha Cubed Investments Irvine, California	$21.4M	-$588K	2	2.2%	Reduced
560	B BP London, United Kingdom	$21.3M	+$255K	8	0.72%	Increased
561	CRCP Copper Rock Capital Partners Boston, Massachusetts	$21.3M	+$2.76M	1	1.61%	Increased
562	PineBridge Investments New York	$21.1M	-$9.92M	12	0.32%	Reduced
563	KC Kepos Capital New York	$21M	+$2.44M	2	1.98%	Increased
564	Bridgewater Associates Westport, Connecticut	$20.8M	-$3.84M	5	0.21%	Reduced
565	PFC Phocas Financial Corp Alameda, California	$20.8M	+$7.44M	6	2.42%	Increased
566	Steward Partners Investment Advisory New York	$20.8M	+$3.43M	20	0.62%	Increased
567	Oppenheimer & Co New York	$20.8M	-$67.9K	12	0.52%	Reduced
568	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$20.7M	-$3.17M	2	0.63%	Reduced
569	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$20.7M	+$908K	1	2.34%	Increased
570	CA Callahan Advisors Houston, Texas	$20.5M	+$597K	2	3.28%	Increased
571	HS Hazelview Securities Toronto, Ontario, Canada	$20.4M	-$14M	1	4.18%	Reduced
572	MNBTD Moody National Bank Trust Division Galveston, Texas	$20.3M	+$209K	4	0.54%	Increased
573	CC Cipher Capital New York	$20.3M	+$685K	5	1.44%	Increased
574	Personal Capital Advisors Redwood City, California	$20.2M	-$2.69M	2	0.17%	Reduced
575	Sculptor Capital New York	$20.1M	+$3.75M	2	0.21%	Increased