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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	Axiom Investors Greenwich, Connecticut	$28M	+$3.67M	1	0.59%	Increased
552	AIP ARS Investment Partners New York	$27.8M	+$3.45M	3	3.83%	Increased
553	Smith Salley Wealth Management Greensboro, North Carolina	$27.6M	+$342K	4	2.57%	Increased
554	GIC GFI Investment Counsel Toronto, Ontario, Canada	$27.6M	+$19.2M	1	4.79%	Increased
555	SAM Scopus Asset Management New York	$27.6M	+$27.2M	2	1.02%	Increased
556	OP Oslo Pensjonsforsikring Oslo,	$27.5M	$0	1	6.41%	Maintained
557	Becker Capital Management Portland, Oregon	$27.4M	-$594K	3	1.44%	Reduced
558	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$27.3M	+$1.81M	7	0.89%	Increased
559	HSC Harbor Spring Capital New York	$27.2M	+$3.49M	2	8.39%	Increased
560	UBV United Bank (Virginia) Vienna, Virginia	$27.1M	+$597K	2	4.18%	Increased
561	ESBC E.S. Barr & Co Lexington, Kentucky	$27.1M	-$3.37M	1	2.4%	Reduced
562	Penserra Capital Management Orinda, California	$27.1M	-$1.7M	17	0.77%	Reduced
563	AAM Azzad Asset Management Falls Church, Virginia	$27M	+$611K	10	2.72%	Increased
564	Carson Wealth (CWM LLC) Omaha, Nebraska	$26.8M	+$2.64M	31	0.21%	Increased
565	Aristotle Atlantic Partners Sarasota, Florida	$26.8M	+$11.2M	1	1.63%	Increased
566	RCMC RK Capital Management (Colorado) Denver, Colorado	$26.7M	+$281K	2	6.86%	Increased
567	South Dakota Investment Council Sioux Falls, South Dakota	$26.6M	+$804K	5	0.64%	Increased
568	Vaughan David Investments Peoria, Illinois	$26.4M	+$27.7M	1	0.89%	New
569	RIG Roosevelt Investment Group New York	$26.4M	+$4.8M	5	1.9%	Increased
570	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$26.4M	-$4.89M	7	0.96%	Reduced
571	Tower Research Capital (TRC) New York	$26.3M	-$4.18M	42	0.43%	Reduced
572	LMR Partners London, United Kingdom	$26M	-$6.84M	4	0.48%	Reduced
573	GCA GSI Capital Advisors Newport Beach, California	$25.9M	-$839K	2	12.44%	Reduced
574	PCM Prelude Capital Management New York	$25.8M	+$16.7M	7	0.93%	Increased
575	GIM Grassi Investment Management Santa Clara, California	$25.7M	+$24.9K	2	3.75%	Increased