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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	GIP Granite Investment Partners El Segundo, California	$59M	+$17.1M	3	2.55%	Increased
552	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$59M	+$7.17M	5	0.87%	Increased
553	Nvidia Corp Santa Clara, California	$59M	$0	1	19.36%	Maintained
554	TC TwinBeech Capital Purchase, New York	$58.4M	-$54.2M	8	1%	Reduced
555	Exchange Traded Concepts Oklahoma City, Oklahoma	$57.9M	+$4.1M	17	1.15%	Increased
556	Stock Yards Bank & Trust Louisville, Kentucky	$57.6M	-$1.12M	6	1.98%	Reduced
557	PR Payden & Rygel Los Angeles, California	$57.5M	-$7M	5	4.96%	Reduced
558	Oversea-Chinese Banking Corp (OCBC) Singapore	$57.3M	-$8.69M	6	1.61%	Reduced
559	Avantax Advisory Services Dallas, Texas	$57.2M	-$2.09M	23	0.36%	Reduced
560	GLCM Greenlea Lane Capital Management Weston, Connecticut	$57.2M	-$2.33M	1	17.23%	Reduced
561	Lighthouse Investment Partners Palm Beach Gardens, Florida	$57.1M	+$335K	8	1.89%	Increased
562	JGC J. Goldman & Co New York	$56.9M	+$57.4M	3	1.48%	Increased
563	NA Navellier & Associates Reno, Nevada	$56.8M	+$4.17M	9	6.81%	Increased
564	Oregon Public Employees Retirement Fund Tigard, Oregon	$56.3M	+$3.72M	15	1.04%	Increased
565	Phoenix Financial Givatayim, Israel	$55.9M	+$46.7M	13	0.76%	Increased
566	VHMC Value Holdings Management Company Hampton Bays, New York	$55.7M	$0	1	9.74%	Maintained
567	Groupe la Francaise Paris, France	$55.6M	+$57.4M	7	1.38%	New
568	ABN AMRO Investment Solutions Paris Cedex 008,	$55.4M	-$4.73M	8	1.03%	Reduced
569	Allworth Financial Folsom, California	$54.6M	+$1.36M	31	0.3%	Increased
570	Waverton Investment Management London, United Kingdom	$54.5M	+$22.4M	2	0.87%	Increased
571	LMR Partners London, United Kingdom	$54.3M	+$25.8M	5	0.46%	Increased
572	Hantz Financial Services Southfield, Michigan	$54.3M	-$2.74M	10	0.95%	Reduced
573	AssetMark Inc Concord, California	$54M	+$2.99M	20	0.15%	Increased
574	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$54M	+$4.5M	8	3.56%	Increased
575	Copeland Capital Management Conshohocken, Pennsylvania	$54M	-$30.3M	5	1%	Reduced